CRM and customer data
Connect enquiries, contact records and account updates. Agree the source of truth and matching rules so a new connection does not create another set of duplicates.
Integrate / APIs, Platforms & Data
Connect your systems. Keep information moving.
Your website, CRM, billing tools and internal systems should support the same operation. SourceLayer connects them so information reaches the right place with less duplicate entry and a clear record of what happened.
What we can help with
Make the tools you depend on work together.
We design connections around your business rules, not just the ability to transfer data. That includes ownership, field mapping, timing, validation and how exceptions are handled.
Billing and order workflows
Move approved order, invoice and payment-status information between platforms. Keep checks around financial records and make failed transfers visible.
APIs and webhooks
Build connections using the interfaces your platforms provide. Handle authentication, request limits and changing responses with documented behaviour.
Website and portal connections
Connect forms, bookings, customer portals and internal dashboards to the systems behind them. Give users relevant information without another manual handoff.
Data synchronisation
Keep selected records aligned on an agreed schedule or event. Define conflict rules, validation and what happens when a record is changed in two places.
Existing system bridges
Work with exports, imports or supporting middleware when a direct API is limited. Check the practical constraints before choosing an integration approach.
Practical fit
A reliable connection needs clear rules.
Before moving data, we identify the system that owns each record, the fields that matter and who can access them. This helps avoid conflicting updates and accidental changes to business-critical information.
The design includes how to recognise a failed transfer, retry safely and investigate an exception. Your team receives a clear explanation of the connection and its dependencies so it can be maintained as your software changes.
Example: an enquiry reaches the right team with context.
A website submission is validated, matched to an existing contact or created as a new record, and assigned to an owner in the CRM. A confirmation can follow only after the record is accepted. Failures enter a visible retry or review path instead of disappearing.
Common situations
When disconnected platforms start creating extra work.
Website enquiries need to be entered into your CRM by hand.
Customer details differ between sales, billing and delivery tools.
Teams chase order or payment updates across several systems.
A portal needs information from an existing internal platform.
Spreadsheets are being used as a bridge between applications.
An existing connection fails silently or creates duplicate records.
How it starts
From a clear requirement to a working solution.
01
Map
Identify systems, record owners and available interfaces.
02
Design
Agree field mappings, triggers and conflict rules.
03
Connect
Build with scoped access and useful operational logs.
04
Test
Check duplicates, invalid inputs, outages and recovery.
05
Maintain
Document dependencies and adapt to platform changes.
Before we begin
A few useful questions.
Can you connect any two platforms?
It depends on their interfaces, permissions and plan limits. We assess APIs, webhooks and import/export options before confirming what is possible.
Will data update immediately?
Some integrations respond to events; others run on a schedule. We choose based on the platform capabilities and how quickly the business needs an update.
What happens if one service is unavailable?
The connection should detect the failure and use an agreed retry or review process. We define this behaviour and test it before launch.
Start the conversation
Which systems need to share information?
Tell us the platforms involved, what should move between them and where manual work is happening. We will help map a practical connection.