INOVIX / Services

CRM and system integrations

Connect customer information, enquiries and documents without unnecessary duplicate entry. INOVIX builds integrations with clear rules for data, ownership and failures.

NordCRM, a product for customer relationships and sales.
Design, engineering and automationService

A concrete delivery.

Final scope is agreed before work begins.

01

Data sources and synchronisation rules

02

Agreed system connections

03

Logging and error handling

01

Decide which source is authoritative

When the same customer exists in multiple systems, decide where names, contact details and status are maintained. We define field mappings, identifiers and data direction before building the integration. Two-way synchronisation also needs rules for conflicting changes.

02

Plan for duplicates and failures

A message may arrive more than once, an API may be unavailable and a field may be missing. The integration should handle repeated events, make failures visible and provide a safe retry path. A successful demonstration with one example does not establish reliable daily operation.

03

Access and handover

We assess API access, limitations and third-party costs. Access should have suitable permissions and explicit ownership. Documentation should cover data sources, updates, alerts and responsibility when a connected system changes.

A good place to start.

  • Which system is the source of truth?
  • What should be synchronised?
  • Is API access available?
  • Who handles failures?

Questions & answers

Do we need to replace our CRM?

Not necessarily. We first assess what the current system supports and where the actual need lies.

Is an integration just connecting APIs?

No. Field mappings, access, failure handling and operational ownership are part of the delivery too.

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CRM and system integrations | Inovix