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06 — Social & business integrations

Systems that talk to each other

CRM, ERP, social platform and automation integrations so your data moves without copy-paste.

We connect your website, shop, CRM, social channels and back-office tools so data flows on its own. Your team stops copying and pasting, and every lead and order lands where it should.

Start a project → See the work →
Engagement
Fixed-scope or sprints
Team
Solutions architect, integration engineer
Connects
CRM · ERP · Social
What you get

Everything it takes.

Six things included when we take this on — scoped to your business, never padded out.

01

CRM & marketing automation

Forms, chat and purchases pushed into HubSpot, Zoho or Salesforce, with lead scoring and nurture sequences switched on.

02

Social platform APIs

Facebook, Instagram and YouTube connected for lead ads, catalogue sync, shoppable posts and comment routing.

03

ERP & inventory sync

Stock, prices and orders kept in step between your store and ERP — Tally, SAP Business One, Odoo, NetSuite and others.

04

Custom workflows

Zapier or Make for quick wins; custom middleware when volume, security or logic outgrows them.

05

Notifications & WhatsApp

Order updates, reminders and internal alerts by email, SMS and the WhatsApp Business Platform.

06

Monitoring & alerts

Every integration logs what it did. Failures retry automatically and alert a human when they can't recover.

How we approach it

Step by step.

Specific to social & business integrations — and at every step you'll see something real, not a status update.

  1. 01

    Map the data

    We trace where each piece of data is born, who needs it and where it's re-typed today.

    What you seeA one-page data-flow map with the costliest manual steps highlighted.
  2. 02

    Choose the pattern

    Native connector, automation platform or custom middleware — chosen on volume, cost and risk.

    What you seeA recommendation with running costs, not just build costs.
  3. 03

    Build & test with real data

    Integrations are built against sandbox accounts, then tested with a copy of real records.

    What you seeA test report: records in, records out and edge cases handled.
  4. 04

    Switch on & monitor

    We go live in stages, watch the logs and keep the old process as a fallback for the first week.

    What you seeA live sync dashboard and a runbook for your team.
Honest fit

Is this right for you?

Good fit if…

  • Your team re-types orders, leads or stock levels between systems every day.
  • Leads from ads or social go unanswered because they land in the wrong inbox.
  • You're adding a new CRM, ERP or store and it must fit the tools you already use.

Not the right fit if…

  • The underlying process isn't agreed yet — automating confusion just makes it faster.
  • The system you want to connect has no API or export at all. We'll tell you early if so.
Stack & platforms

Tools we trust.

What we typically use for social & business integrations. We'll always work with the tools you already own where they're the right fit.

Ways of working

How we work together.

Every project is scoped on its own terms — we'll agree the shape, the pace and the team with you before anything starts.

Fixed-scope project

A defined deliverable, a timeline and a single agreed fee before we start. Changes go through a simple change note, never a surprise invoice.

Best forA defined set of integrations.

Monthly retainer

A standing team and a set number of hours or outcomes each month, reviewed together and adjusted as priorities shift.

Best forMonitoring, changes and new connections.
Most common here

Sprint

One or two focused weeks on a single problem, with a clear goal on day one and a working result on the last day.

Best forOne integration at a time, shipped fast.
FAQ

Questions, answered.

Something else on your mind? Email hello@evolvemaax.com — a strategist replies within one working day.

Zapier and Make are brilliant for low volumes and simple logic. Once you're running thousands of events a day, need complex rules or must keep data in one region, custom middleware becomes cheaper and more reliable.

Integrations queue and retry. If something still fails, it's logged with the original data and a person is alerted, so nothing silently disappears.

Often, yes — through its API, a connector or scheduled file exports. We confirm what your version supports in the first week.

Data travels over encrypted connections, credentials sit in a secrets manager and each integration only gets the permissions it needs.

Yes — it's one of our most common requests. Leads arrive in seconds, with campaign and ad details attached for attribution.

Next step

Let's talk.

Tell us about the project and where you want to be in six months. We reply within one working day with a plan, a timeline and the team who'll build it.

hello@evolvemaax.com →
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