Trades & contractors
Plumber: new enquiries
Leads go cold while I'm on the tools.
Every enquiry gets a friendly reply in a minute, plus a booking link.
Connect systems
Your apps, talking to each other
Customer details flow between your tools. No copy and paste.
Works with the tools you know
We set up and look after automations in these tools, and connect them to your CRM.
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- GoHighLevel
- n8n
- Zapier
- Make
- Microsoft Power Automate
Who it’s for
For businesses entering the same customer, order or invoice details in different places, or piecing reports together by hand.
What we set up
- Website forms into your CRM
- Store orders into your accounts
- One sheet with all your numbers
From idea to handover
What we do
Map where information lives
We look at your forms, customer records, accounts and reports, and agree which system holds the main record.
Agree what should move
Together we decide which details to share, when to send them and who should have access.
Connect and check
We build the connections and test missing fields, duplicate records and updates with you.
Show your team
You get a guide to the connections, access to what we build and a clear process for checking problems.
How it could work
Example use cases
Examples where information needs to move from an enquiry, document or website form into the next part of the job.
Trades & contractors
Builder: quotes
Writing quotes eats my evenings.
A quote form on your website drafts the quote for you to check and send.
Sole traders
Sole trader: invoices & bills
Bills sit in my inbox until tax time.
Every invoice is found, filed in your accounts and ready for your accountant.
Connect systems
Questions owners ask
Will this create duplicate customers or invoices in Xero?
We set the connection up to match existing records first, so duplicates are much less likely. Before anything goes live, we agree how a customer or order is identified (for example, by email address or order number). We then test the same record arriving twice, plus edits and refunds, using real examples from your business. If a duplicate still happens, the agreed process shows your team how to fix it and stop it happening again.
What happens when a connection breaks or an order does not sync?
Failed transfers should be logged and flagged, not dropped quietly. In a 2026 QuickBooks survey of about 5,000 small and midsize businesses in the US, Canada, the UK and Australia, over 1 in 3 reported challenges with tools that do not integrate. We show your team where to check the log, what to look for first, and who to contact if it keeps failing.
Which system is the boss when two systems disagree?
One system holds the main record, and the others follow it. We agree which system is the master for each detail, such as customer contact details in your CRM or invoices in Xero. Changes made in the other system may be overwritten, so your team needs to know where each kind of change should be made.
Will my old orders and customer records come across too?
Only if you ask for it, and we agree the plan before anything moves. Many ready-made connections only pick up new orders and records from the day they are switched on. Moving history needs an export, a copy and a check, so nothing is doubled or lost.
Can my booking software talk to my accounts and invoices?
Often, but it depends on what your booking software can share. We check its options first, then plan the link, including which bookings, payments and customer details move. Most business apps are still not connected to each other, even in large companies: Salesforce's 2026 Connectivity Benchmark found only 27% of enterprise applications were integrated. Your booking tool may only send some details, so we test the examples you care about.
Do I need a developer to look after it once it is live?
You do not need a developer to use the connections day to day. Someone in your business should own the checks, and we agree who handles changes if one of your apps updates. Many owners do not have time to learn new tools, so the setup is designed to need as little learning from you as possible.
Let’s talk about what you need
Tell us what’s slowing you down. We’ll work out a practical next step together.
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