Staff rekey the same customer or order information into more than one system.
Manual copying adds delay and makes it difficult to know which system owns the current record.
CRM integration services
When sales, customer and operational data moves between systems by spreadsheet, manual entry or an unreliable connector, Galvia can help map the workflow and build a CRM integration that fits the business rules around it.
Tell us which CRM you use, what needs to connect to it and where the current workflow breaks down. You do not need a finished integration specification.
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Built by a Belfast engineering team.Meet the people behind the work Some of our clients
When to bring us in
The technical connection is only part of the job. Fields, identifiers, ownership and timing rules need to be understood before another connector is added.
Manual copying adds delay and makes it difficult to know which system owns the current record.
Fields, identifiers, timing and ownership rules need to be agreed before another connector is added.
Custom rules, approvals, older systems or unusual data relationships can justify a tailored integration, but only after checking what the standard tools already support.
How we start
We start by identifying where records begin, what each system owns and what should happen when information changes. That lets us use standard connectors where they genuinely fit and custom engineering where the workflow needs more.
Identify where records begin, which system owns each field and what needs to happen when information changes.
Review available APIs, permissions, limits and existing connectors before choosing the technical route.
Implement mapping, validation, failure handling and monitoring, then document the integration and ownership after launch.
What happens after the enquiry? The initial conversation is not a full technical audit. Repository access, detailed investigation and implementation are scoped separately.
Published project examples
Galvia does not currently publish a CRM-specific case study, so these examples are deliberately presented as related integration engineering rather than CRM claims.
McFarland Consulting / connected data
Galvia connected monitoring devices, normalised their readings and delivered the information through a shared cloud platform.
Read the McFarland case studyStimare / product integration
Galvia created a shared mobile SDK, demo application and supporting documentation for barcode-scanner integration across Android and iOS.
Read the Stimare case studyRead the full stories for context. These are related public examples and do not imply an identical technical route for every project.
The people behind the work
Galvia is a Belfast software development team. We work alongside your people, explain the trade-offs and document what we build so the result can be understood and maintained.
You can get to know the team and how we approach a project before sharing your brief.
How Martin approaches a projectWhat the work can involve
The aim is not to synchronise everything with everything. A maintainable integration makes ownership, triggers, mappings and failure behaviour clear for the systems that genuinely need to exchange information.
Connect customer, account, order or status information where CRM and operational software need to cooperate. We define which system owns each field before building synchronisation rules.
Move relevant enquiries or customer actions into the CRM without relying on repeated manual entry. The integration can include mapping, validation and visibility when a record cannot be processed.
Use the CRM and destination APIs where standard connectors cannot represent the workflow. We first check the supported options so custom development is used for a real gap rather than by default.
Define identifiers, field mappings, duplicate behaviour and what should happen when a system is unavailable or data is invalid. If the underlying data problem is broader, our data analytics consulting services may be relevant.
Keep the technical route proportional to the problem. A custom integration should earn its maintenance cost. If the CRM vendor or another platform already provides a dependable connector for the workflow, we would rather use it than rebuild the same capability.
FREE RESOURCE
CRM Integration Planning Brief
Use the CRM Integration Planning Brief to record system ownership, records and fields, triggers, duplicate rules, permissions, failure handling and handover before an integration is approved.
Enter your details and go straight to the PDF. Marketing emails are optional.
Before you enquire
Use a standard connector when it reliably supports the workflow, fields and operating rules you need. Custom integration becomes relevant when the supported connector cannot represent important business rules, older systems or the required failure handling.
Yes, where the systems expose a workable interface or another safe integration route. We map ownership and update rules first because CRM-to-ERP projects fail quickly when both systems are allowed to become the source of truth for the same data.
Yes. Galvia can focus on the integration engineering while an internal team, CRM specialist or implementation partner owns the wider CRM configuration and adoption work.
Duplicate prevention depends on identifiers, matching rules, ownership and how changes are processed. We make those rules explicit and design validation and failure handling around them rather than assuming a simple two-way sync is safe.
Potentially. The route may involve an existing API, service layer, database integration or another supported interface. We investigate the constraints before choosing a method because limited access can materially change the scope.
CRM implementation covers selecting, configuring and adopting the CRM itself. CRM integration focuses on how the CRM exchanges data or actions with other systems. Galvia is positioning this service around the integration engineering rather than generic CRM consultancy.
Tell us where the customer data gets stuck
Tell us which CRM is involved, which systems need to connect and what people currently have to rekey or reconcile. We review each enquiry before arranging a call.
Commercial conversations are led by Martin Naughton, Galvia’s founder and solution architect. Meet Martin.
Prefer email? info@galviadigital.com
Galvia Digital · Practical engineering for existing businesses.
