Enquiry-to-CRM connections
Turn incoming enquiry details into a usable CRM record with the correct owner and source. Check duplicates and required fields before creating another contact.
CRM & system integrations
Connect your tools. Keep your information consistent.
Stop relying on people to carry the same information between systems. Kairos Pro connects your CRM, email, accounts and operational tools around clear rules for what moves where.
Discuss your businessWhere it helps
Is this the right place to start?
For businesses whose customer or job details are copied between tools, where duplicate records and conflicting updates create extra work. A useful first integration joins two systems around one clearly defined handover.
Customer and job updates
Keep agreed fields aligned across operational systems. Decide which system owns each value and how conflicting changes should be resolved.
Reporting connections
Bring the right data into a shared reporting view. Make refresh times and missing data visible so a dashboard does not present an incomplete picture as current.
In practice
A clear job. A useful result.
Illustrative example
A sales opportunity is approved in the CRM. The integration creates the corresponding operational job, stores its identifier and records completion. If a required field is missing, it flags the record rather than creating a partial job.
What we check first
Integration depends on the access each product provides. Some connections are one-way or scheduled rather than instant. We assess these constraints first and make the trade-offs clear. A shared source of truth requires agreed ownership, not simply copying every field everywhere.
Implementation
From first conversation to everyday use.
- 01
Check compatibility
Review available APIs, exports, permissions and subscription limits. Confirm what can be read or updated before designing the connection.
- 02
Define the data contract
Map fields, record identifiers, ownership, direction of sync and rules for conflicts or deleted records.
- 03
Test failures and retries
Check duplicate events, partial updates and interrupted connections. Failed jobs need a visible status and a controlled recovery path.
- 04
Handover with visibility
Document how the connection works, who owns it and how your team can recognise and report a problem.
Questions
What to know before you start.
Do you integrate with our CRM?
We assess your specific product, plan and required actions. An available API or export is a starting point, but authentication, rate limits and data permissions also matter.
Can information update in both directions?
Where the systems support it and there are clear conflict rules. Two-way sync is not always the right choice; one authoritative source can be easier to maintain.
Will we need to replace our tools?
The starting point is to connect the tools you have. If a product cannot support the required integration, we explain the options before recommending a change.
Next step
Tell us where work gets stuck.
Bring one recurring problem and the names of the tools involved. We can use that to explore a practical starting point and the scope of a first build.
Discuss your business