CRM integration · Australia wide
Your CRM connected to the systems your team uses.
We connect Zoho, Dynamics 365 and Salesforce to finance, payroll, scheduling, SharePoint and ERP, so data moves on its own and nobody types it twice. Start with a free integration audit.
- Free 30 minute integration audit
- Fixed quote before any build starts
- Failures logged and alerted, never silent
Free integration audit
Get your free integration audit
Tell us which systems hold your data. We reply within one business day.
Measured results
- 300+
- automation processes delivered for one client
- 4.5 to 0.5
- FTE on purchase order handling
- $430K
- per fortnight modelled scheduling saving
What we build
Work we take off your team.
CRM to finance
Quotes, invoices and payments flowing between the CRM and Xero, Books or your ERP without re-keying.
CRM to operations
Orders, bookings and job records created in operational systems the moment a deal changes stage.
Payroll and scheduling
Staff, shifts and hours kept in step between the CRM, rostering and payroll.
Documents and SharePoint
Contracts and records filed against the right account automatically.
Custom API connections
Where no connector exists, we build one, with retries and error logging.
Fixing broken syncs
Integrations that fail quietly or duplicate records, audited and rebuilt so they can be trusted.
A client story
Purchase orders that process themselves.
- 1
Order arrives
From any of seven supplier channels, each in its own format
- 2
Read automatically
Every order captured and read, whatever its shape
- 3
Matched and checked
Each product matched and stock checked
- 4
Exceptions to a person
Only orders that break a rule reach someone
- 5
Synced to the inventory system
The matching sales order created and reconciled
Award winning pet supply retailer
- Scope
- Automated order intake across seven supplier channels, each sending purchase orders in a different format, synced into Cin7.
- Measured saving
- Order processing went from 4.5 FTE to 0.5 FTE, which is 4 FTE of manual handling removed every month.
- Outcome
- Normal orders go through with no human touchpoint. The remaining half FTE handles exceptions only.
How it works
Start with a free audit. Then decide.
01
Free integration audit
A 30 minute session. We map which systems hold what, where people re-key data, and what is worth connecting first.
02
Fixed scope build
A written scope and fixed quote. We build, test the failure paths, and log every sync so nothing fails silently.
03
Handover or support
Documented and handed over. Keep us on for monitoring and changes if you want.
Honest platform fit
When it fits, and when it does not.
A good fit
- Staff re-enter the same record in two or more systems
- Reports built by hand from several exports every week
- A CRM that is always a few days behind operations
- Systems with an API, or a way to export on a schedule
Consider an alternative
- The CRM itself is the wrong fit. We will say so before integrating it.
- Systems with no API and no export route at all
- The process is unclear. We map it first, or it gets automated badly.
- A one off data move, where a migration is simpler than a live sync
Case studies
Every engagement ends in a number.
Questions
Common questions
Tell us which systems should talk to each other.
Prefer to talk now? Call 02 9037 0785 or email humans@humannexus.com.au.
Free integration audit
Tell us what to fix first
Fill in your details and we will respond within one business day.