API and Webhook Integrations

We begin with the business flow, not the technology. What event in system A should cause what action in system B? For example: a paid invoice marks a deal as won; a new website enquiry creates a contact and a task; a status change in the CRM triggers a WhatsApp message; a booking in a scheduling tool logs a meeting. We write each flow as a short specification covering the trigger, the data needed, the action, the owner and what should happen on failure. Then we review the systems involved. We read the API documentation of each, check authentication methods such as API keys, OAuth or signed webhooks, rate limits, data formats, available objects and fields, sandbox access and costs. We confirm that your plan allows API access, because some CRM tiers restrict it. We choose the build method. Native connectors and automation platforms such as Zapier, Make or n8n suit simple, low-volume flows. A small custom service, built in a language that suits your stack, suits high volumes, complex logic or strict security needs. We design the data model: how a person in one system matches a person in another, usually by email, phone or an external ID; how duplicates are avoided; which system is the source of truth for each field; and how updates in both directions avoid loops. For inbound webhooks, we create an endpoint that verifies the sender’s signature, responds quickly, queues the work and processes it safely, so a slow downstream system does not cause lost events. For outbound webhooks and API calls, we handle authentication, pagination, rate limits and temporary errors with retries that wait longer each time, and a dead-letter list for items that still fail. We validate data before sending: required fields, formats of phone numbers and emails, date and time zones, and currency amounts. We log every event with time, source, result and error, without storing sensitive content beyond what is needed. We set up alerts for repeated failures. Keys and secrets are stored in a secure place, not in code or shared documents, with rotation instructions. We build first in a sandbox or on test records, with test cases covering normal flows, missing fields, duplicates, large batches, and failures of each system. We then run a pilot with live data on a small slice before full launch. We document the integration: flow diagrams, field maps, endpoints, credentials locations, error codes and how to re-run failed items. We train your team to check the logs and to know whom to contact. Examples of what we connect include Google Ads lead integrations, Meta lead form integrations, calendar and appointment integrations, CRM to WhatsApp integration and website to CRM integration. We cannot connect to systems that offer no API or export, and third-party changes can break links over time, which is why monitoring and documentation matter. Maintenance can be arranged if you want ongoing care.