For Calgary businesses whose website, booking, payments and customer records all live in separate tools, we connect them, so an enquiry, booking or payment made on the website arrives where your team works without anyone retyping it. The first consultation is free.
A form that only sends an email leaves someone copying names, phone numbers and requests into another system, and an enquiry that is not copied is an enquiry nobody follows up. We send each one straight into the tool your team already works in.
When the calendar, the payment record and the customer file live in separate tools, they drift apart, and nobody is sure who has booked or who has paid. We connect them so a booking or payment made on the website updates the others.
Integrations usually break quietly: a form stops delivering, or one of the tools is updated and stops accepting what the website sends. We add checks so a failure raises an alert instead of waiting to be discovered.
The scope stays focused on what the product and your team need now. Supporting capabilities are added only when they improve the outcome.
Website forms that create a contact or lead in your customer database (often called a CRM), with the page it came from and the request attached.
Booking on the website that writes to the calendar your team already uses and, where your calendar tool allows it, shows real availability.
A payment gateway connected to your website through a certified payment processor, so customers can pay a deposit, an invoice or an order online, with quotes and invoices created and sent from the website.
An online store connected to your stock, shipping and order records, so the website does not sell what the shelf no longer has and each order reaches the people who fulfil it.
Confirmations, reminders and internal alerts sent when something happens on the website, and mailing-list sign-ups collected with proper consent.
Sales, invoices and payments passed to your accounting software, so month-end does not start with entering them a second time.
Intake forms and agreements completed online and filed against the right customer record, and website entries added as rows to the spreadsheet your team already works from.
See which pages produce enquiries, bookings and sales, measured in a way that respects each visitor’s cookie choice.
Where no ready-made connector exists, a purpose-built connection between your website and the other system through its API, the documented access that system officially supports.
Failure checks and alerts are part of every connection we build, with documentation of how each one works. Ongoing upkeep, where we watch those alerts and update a connection when a tool changes, is a separate arrangement you can take or leave; without it, the alerts come to you.
Not every integration needs custom work. Before building anything, we look at whether the tools you already pay for can be connected with what they offer, whether one of them should be replaced, or whether a purpose-built connection is justified.
A simpler option can be better
If two tools exchange a handful of records a month, a scheduled export or a few minutes of manual entry can cost less than building and maintaining a connection. We will say so when that is the case.
Many tools offer a ready-made connection to each other. If it does the job and the vendor maintains it, that is usually the place to start.
A custom connection depends on the other system offering documented, supported access. Without it, the honest options are a manual export, a different tool, or no integration.
When the same customer exists in two tools, one of them has to be the record the others follow. Deciding that first is what stops tools overwriting each other or filling up with duplicates.
Any connection can fail. The design has to say what is retried, who is told, and how missed records are recovered.
Illustrative example
A clinic takes bookings on its website. The appointment is written to the calendar the front desk already uses, a deposit is taken through the payment processor, the client is added to the customer record, and a confirmation and a reminder are sent. At month-end the payments are already in the accounting software. If the calendar cannot be reached when someone books, the request is held, the front desk is alerted and the client is told the time will be confirmed, so nothing is lost and nobody is promised a slot that has gone.
Technology choices follow the user, workflow, operating environment, and result that matters—not a preset stack.
Trades: quote request to job calendar
Clinic or salon: booking, deposit and reminder
Shop: online orders to stock and accounting
Dealership: vehicle enquiry to sales follow-up
Professional practice: intake form to client file
Membership business: sign-up, recurring payment and access
List the systems in use, what information moves between them today, and where it is copied by hand or lost.
Output
Integration map
Confirm how each tool accepts and shares data, what that access costs, and where its limits are, before anything is promised.
Output
Written scope
Connect one flow at a time and test it with real examples, including what happens when a step fails, while your current way of working keeps running.
Output
Working connections
Add checks and alerts, document how each connection works, hand over a list of every account and access key involved, and agree who looks after it.
Output
Monitoring and documentation
A useful first conversation should create clarity, not pressure.
Ask us something elseWebsite integration means connecting your website to the other software your business runs on, so information entered once on the website arrives in those systems without anyone copying it across. Typical examples are an enquiry form that creates a record in your CRM, a booking page that writes to your calendar, and a checkout that records the payment in your accounting software.
Most of the tools a small business already pays for: your customer database (often called a CRM), booking and calendars, a payment gateway with deposits and invoicing, an online store with its inventory and shipping, the point-of-sale system in your shop, email and text messaging, online forms and documents, accounting software, shared spreadsheets, and analytics. What decides whether a particular tool can be connected is whether its maker provides documented, supported access for other software, usually called an API. We check that for each tool before quoting, because it is the most common reason an integration turns out simpler or harder than expected. If your tool is not on this list, ask: the list describes what is common, not the limit of what is possible.
An API integration is a connection in which one piece of software sends information to another, or requests it, through its API, the documented access its maker provides for that purpose. It is how a website can create a contact in a CRM, check a calendar for free times or confirm that a payment went through, without a person copying anything across. Most modern business software has an API, though some makers limit it to higher-priced plans. Building against the official API gives a connection the best chance of surviving updates to either system.
Yes, in most cases, and you do not need a new website to connect it to your other tools. What matters is the platform the site is built on: whether it lets other software receive its form submissions, bookings and orders, and whether we can be given access to it. Some website builders restrict that or keep it for their higher plans, and in that case we tell you what your current plan allows before any work is quoted. A rebuild is only worth discussing when the existing site cannot support the connection you need, and that is a separate decision from the integration itself.
Start with the ready-made connector if one exists and does the whole job. There are three usual routes: a connection one of your tools already provides, an automation platform that passes data between tools for a subscription fee, and a custom integration built against each system’s API. Ready-made routes are quicker to set up but only do what their maker designed, and some charge by the number of records passed. A custom integration is worth it when the information has to be checked or tidied on the way through, when a failure must be caught and retried, or when no connector exists.
There is no honest figure to give before seeing the tools involved, because the cost depends on them far more than on the website. Four things drive it: how many systems are being connected, whether each one offers a ready-made connection or needs a purpose-built one, how much tidying the information needs before the second tool will accept it, and how carefully failures must be handled. Some tools also charge for access to their API or limit it to higher plans, which is worth knowing before work starts. Ask for two figures together: what the connections cost to build, and what they cost to keep running each month, which covers the subscriptions the tools themselves charge, any fee for a connecting service, and upkeep if you want us to look after them. We scope the connections first and give a written proposal before any work begins.
It depends on the tools involved, so the schedule is set in the written scope and not quoted before we have seen them. What decides it is how many systems are being connected, whether each offers a ready-made connection or needs a purpose-built one, how quickly access to the accounts can be arranged, and how much testing the failure cases need. Waiting for a tool’s maker to grant access can be the slowest part, and it is outside anyone’s control. One connection between two tools designed to work together is a small piece of work; several systems that must stay in step is a project with stages.
Yes, provided the CRM accepts records from other software, which most do. Each enquiry then arrives as a contact or lead with the details the visitor entered, the page they came from and what they asked for, instead of an email someone has to copy across. Where we build the form handling, each submission is also stored before it is sent on, so an enquiry is not lost if the CRM is unavailable at that moment.
Yes. A booking page can write the appointment to the calendar your team uses, show real availability where that calendar allows it, and take a deposit or full payment at the same time. Payments go through a certified payment processor: card details are entered into the processor’s secure form and are never stored on your website. Whether to use the booking tool you already have or build booking into the site depends on how your scheduling actually works, and we look at both.
A payment gateway integration connects your website’s checkout, booking or invoice page to a payment processor, which collects the card details and tells the website whether the payment succeeded. The card details are typed into the processor’s own secure form, so they never pass through or sit on your website. That reduces the card-security requirements your business has to meet, though it does not remove them. The website then records the result: marking the invoice paid, confirming the booking, sending a receipt and passing the sale to your accounting software. The merchant account should be in your business’s name, so the money and the records are yours.
Yes, provided the store platform and the other systems allow other software to read and write their data. The usual connections are stock levels that update on the website when something sells elsewhere, orders passed to whoever packs and ships them, and sales, taxes and refunds recorded in your accounting software. The detail that matters most is deciding which system holds the true figure for stock and prices, because two systems that both think they are in charge will overwrite each other. We settle that before connecting anything.
Then a reliable integration may not be possible, and it is better to learn that before paying for one. Some older or closed systems offer no supported way for other software to read or write their data. The options are a scheduled export and import, a change of tool, or leaving that step manual. We avoid connections that depend on unofficial workarounds, because they tend to break without warning when the other system is updated.
They stay where they are unless you ask for them to be moved. Connecting tools affects new information from the day the connection is switched on; it does not by itself copy years of existing records from one system to another. If you want past customers, bookings or invoices brought across, that is an import, scoped separately: we check how each tool exports and accepts records, match the fields, and deal with duplicates before anything is loaded. A copy of the data is taken before it is changed, so an import that goes wrong can be undone.
They should not be. A new connection is built and tested alongside the way you work today, using test entries, and your current process keeps running until the new one has handled real cases correctly. The switch is made at a time you choose, with the old route kept available so you can go back if something is missed. Where a change does need an interruption, such as moving a booking page, we tell you beforehand and agree when.
Connections do break, usually because one of the tools changed something, and the risk is that nobody notices. We build in checks that raise an alert when a step fails, keep the records that did not get through so they can be sent again, and document how each connection works. Looking after integrations after launch is offered as an ongoing arrangement, with what is included and the monthly cost agreed beforehand.
Your business should, and what you own and receive at handover is set out in the project agreement before work starts. Connections should run in accounts that belong to your business, such as your own CRM, payment and messaging subscriptions, and not in a supplier’s, so nothing stops working if you change supplier. Anything we build to join those tools together is documented: what it does, which accounts it uses and what to do when it fails, so another developer could take it over. Ask any supplier the same two questions before you sign: whose name is each account in, and what would the next person need in order to carry on.
No, and you should not share an owner password with any supplier. Most business tools let you invite another user or create an access key with only the permissions a task needs, and that is what we ask for. Access to payment and accounting tools is limited to what the connection requires, and it is removed or reduced when the work is finished unless we are looking after the connection for you. At handover you receive a list of every account, user and access key the connections rely on, so you can see and revoke each one yourself.
Only where you have agreed it should go, and that should be written down before anything is built. Every integration moves personal information from one system to another, so we map which details are sent, to which service, and in which country that service stores them. That matters in Alberta: under the province’s Personal Information Protection Act (PIPA), if a service provider outside Canada collects or stores personal information for you, your privacy policy must say so. And if a form adds someone to a mailing list, Canada’s anti-spam law (CASL) requires their consent first, given by a box they tick themselves and not one ticked in advance.
They should not, if they are built to run in the background. The slow kind is a third-party script loaded into every page, such as a chat widget or a tracker. A connection that passes a form submission or a booking to another system happens behind the scenes after the visitor has clicked, so it does not change how fast the page appears. Anything that does have to load in the visitor’s browser is measured before it is kept.
Yes. We start by finding out what is connected to what, where the logins and access keys are held, and what happens when a step fails, since that is rarely written down. From there we can repair it, document it, or recommend replacing it if it rests on something unsupported. The first thing needed is access to the accounts involved.
An integration moves information from one system to another; automation decides what should happen next and does it. Sending a website enquiry into your CRM is an integration. Reading that enquiry, working out who should handle it, drafting a reply and chasing it if nobody responds is automation, and it relies on the integrations already being in place. Most small businesses should connect their tools first, because automating a process whose information is still copied by hand only moves the problem.
When the tools themselves do not fit how the business works. Connecting two tools that each force a workaround gives you a faster workaround. If the process is specific to your business and no product handles it well, the better investment may be custom software built around that process, with integrations to whatever stays. We treat that as a separate piece of work and say so before quoting an integration that would not solve the problem.
No. We are based in Calgary, Alberta, and work remotely with businesses across Canada. Integration work suits remote delivery, because it is done inside online accounts and reviewed on working examples, so location affects meeting times rather than the result.
Send us the list of tools you use and one example of information that gets copied by hand or lost. The first consultation is free, with no charge and no obligation. We will tell you which connections are straightforward, which depend on what your tools allow, and whether any of it is worth doing at all.
Tell us which tools you use and where enquiries, bookings or payments get missed. You do not need the technical details: a list of what you pay for and one example is enough. The first consultation is free, with no charge and no obligation.