Your stack, connected.
Your data lives in a dozen places — your CRM, the MLS, the portals, your accounting system, a handful of spreadsheets. We connect them, clean up what moves between them, and give you one reliable source of truth instead of constant copy-and-paste.
Works with the tools you already run
Don't see yours? If it has an API or a structured export, we can almost certainly connect it. Most of our work is building integrations no off-the-shelf tool bothers with.
Five categories, one system of record.
We group your stack into the systems that hold the truth about each part of your business, then keep them in step. Here is where most engagements start.
CRMs
Follow Up Boss, kvCORE, Salesforce, HubSpot, and the custom CRM we build for you. Contacts, deals, and stages stay aligned so your pipeline reads the same everywhere it appears.
- Two-way contact, lead, and deal sync
- Stage and owner mapping across systems
- De-duplication so one person is one record
MLS & portals
MLS feeds, RESO Web API, and listing portals like Zillow. We pull listings, status changes, and lead inquiries into your system so your team works from current data, not a stale export.
- RESO Web API and bulk feed ingestion
- Listing status and price-change tracking
- Portal inquiries routed straight to the right owner
Accounting & finance
QuickBooks and the spreadsheets that still run your books. We sync invoices, commissions, and payouts so deal data and financials reconcile without anyone re-keying numbers at month end.
- Commission and payout reconciliation
- Invoice and payment status write-back
- Closed deals flow into your ledger automatically
Calendars & comms
Google Calendar, Slack, and email. Showings and tasks land on the right calendar, and the moments that matter — a new lead, a stalled deal, a signed document — show up where your team already works.
- Two-way calendar sync for showings and tasks
- Slack alerts for the events worth interrupting for
- Email threads logged against the right contact
Data warehouses
When reporting outgrows your CRM, we land clean, modeled data in a warehouse — BigQuery, Snowflake, or Postgres — so your dashboards and analysts query one trustworthy copy instead of five conflicting ones.
- BigQuery, Snowflake, or Postgres warehouses
- Modeled tables your dashboards can trust
- History kept, so you can report on trends over time
Automation glue
Zapier and webhooks for the long tail of tools that don't justify a full build. We use them where they fit and replace them with something sturdier the moment a workflow becomes load-bearing.
- Zapier and webhook bridges for niche tools
- A clear path from quick glue to a real integration
- No critical workflow left hanging on a fragile zap
Integrations that don't quietly drift apart.
Connecting two systems is the easy part. Keeping them honest when an API times out, a record is edited in both places, or a feed sends the same update twice — that is where most integrations fall over. Ours are engineered for the bad days, not just the demo.
- Idempotency. Every sync is safe to run again. A retried or duplicated message updates the same record once — it never creates a second contact or double-counts a deal.
- Retries & backoff. When a system is slow or briefly down, we queue the change and retry with backoff instead of dropping it. Nothing is lost because an API blinked.
- Field mapping. Your stages, statuses, and custom fields are mapped explicitly — documented, reviewed, and versioned — so the right value lands in the right column every time.
- Conflict rules. When the same record changes in two places, a rule you agreed to decides which wins. No silent overwrites, no mystery edits.
- Visibility. Every sync is logged. When something looks off, we can show exactly what moved, when, and why — and so can you.
What a clean sync actually looks like.
A simplified view of one record moving from a CRM into your system of record — keyed on a stable external id, mapped field by field, and safe to replay.
1// one external record -> one row, every time 2async function syncContact(src) { 3 const key = { system: src.system, externalId: src.id }; 4 const fields = mapFields(src, contactMap); // explicit map 5 6 return db.upsert("contacts", { 7 where: key, // idempotent on (system, id) 8 set: { ...fields, updatedAt: src.updatedAt }, 9 skipIfOlder: true, // conflict rule: newest wins 10 }); 11}
Re-deliver the same webhook ten times and you still get one contact. That property — boring on purpose — is what keeps two systems agreeing a year into the engagement.
The things teams ask first.
What if our tool isn't on your list?
The list is just the common ones. If a system has an API, a webhook, or even a reliable structured export, we can integrate it. A good share of our work is connecting tools that no off-the-shelf integration covers — that is usually why a team reaches out to us.
Will an integration overwrite or mess up our existing data?
No. We start read-only, agree on how records are matched and which system wins a conflict, and test against real data before anything writes back. Syncs are idempotent and logged, so a replay or a hiccup can't quietly corrupt your records.
Do we have to replace the tools we already use?
Rarely. The point of an integration is to make your current stack work together, not to rip it out. We connect what you run today and only suggest replacing something when it is genuinely holding you back — and even then, on your timeline.
How do MLS and portal feeds stay current?
We pull from RESO Web API and bulk feeds on a schedule that fits the source, tracking status and price changes as they happen. Listings, inquiries, and updates land in your system within the feed's own refresh window — no manual exports.
What happens when an integration breaks?
Transient failures retry with backoff, so most issues resolve themselves without anyone noticing. For real outages, the sync queues work instead of dropping it, alerts us, and resumes where it left off once the system is back. Nothing is lost in the gap.
Who owns the integrations once they're built?
You do. We build it, you own it — the code, the data, and the mappings are yours. There is no proprietary middleware you get locked into, and you are free to take the work in-house whenever it makes sense.
Data & integrations
Let's map your stack.
Tell us what you run and where the copy-and-paste happens. We'll sketch how it connects and what one source of truth would look like for your team.