Integrations with the systems around your product
Your product and the systems it must reach: CRM, telephony, accounting, payments. One traced path in and out, with the failure made visible.
Scope & deliverables
- For whom
- Owners whose product has to reach a CRM, a telephony provider, an accounting system or a payment gateway, and can no longer do it by hand.
- Outcome
- One traced path in and out: who owns the record, what happens when the other side is down, what a retry does, and how a failure becomes visible instead of arriving as a delayed surprise.
- What I need
- The documentation of the other side, a test account, one real example of the data in both directions, and the person who owns the system we talk to.
- Format & timing
- One path first, agreed acceptance criteria and visible failures. Timing depends on the far side: its rate limits, its test environment and who answers when it breaks.
Project or ongoing retainer. Scope, schedule and fees are agreed after an initial review. I reply within one business day and name the next step before you commit to anything.
Discuss an integrationRelated engineering experience
AI sales quality assessment and branch rankings
Integrated AI into a multi-tenant CRM to assess how sales teams communicate with customers: whether they ask appropriate questions and correctly interpret the answers. Assessment results fed branch ranking tables.
Questions about this service
What makes an integration fail after it works once?
Almost never the API call. Usually a decision nobody took: who owns the record once both sides have it, what happens when the far side is down for four minutes, whether a retry creates a second row, and whether the person who has to see a failure can see it. Those five decisions are cheap now and are the expensive part of the second incident later.
Who owns a record both systems have written?
Somebody has to, and it is cheaper to say so now than in the second incident. We agree the source of truth before the first request, and the other side becomes a copy that may be stale but never the answer.
What happens to our product when the other side is down?
The request stops where the failure is, stays attached to what caused it, and either retries under rules we agreed or waits for a person. It does not vanish, and it does not come back as a second charge.
Practical reading
Integrating your product with a CRM: what to check first
Form to CRM without manual copy: what breaks first
