Connect the Tools You Already Use, Then Let the Follow-Up Run Itself
We connect your website, CRM, calendar, and email into one flow, and automate the follow-up that keeps getting missed.
Book an Automation ReviewMoving data between tools by hand is how leads get lost
The same information typed three times
A form comes in, someone copies it into a spreadsheet, then into the calendar. Every step is a chance for a mistake.
Inquiries arrive when nobody is working
Evenings and weekends are when people search. Two days of silence reads as a business that does not care.
Reminders live in someone’s head
Follow-up depends on memory, so it happens when things are slow — exactly when it matters least.
No one can see what happened next
Without a record of each touch, you cannot tell whether a lead was answered, ignored, or forgotten.
Systems that pass information without you
Connected systems
Website forms, CRM, calendar, and email sharing one record instead of three separate copies.
Instant acknowledgment
Every inquiry gets an immediate, professional reply, including nights and weekends.
Automatic follow-up
Reminders and scheduled messages go out on time, so warm leads do not go cold waiting on a callback.
One place to look
Every lead, message, and appointment in a single dashboard you can actually read.
What connects, what gets built, and what does not
Three honest columns. The first is what connects directly through a supported platform connection. The second is what can be built at the API level on request, priced per project. The third is what is not offered, so nobody is promised a connection that cannot be delivered.
Connects directly
Supported connections, set up as part of a build or an automation project.
- —Google Workspace — Calendar, Gmail, Sheets, Docs, Drive, Contacts
- —Microsoft 365 — Outlook mail and calendar, OneDrive, SharePoint, Teams, Excel
- —QuickBooks Online — estimates, invoices, customer records
- —Calendly — event types, bookings, invitee details
- —Mailchimp and Klaviyo — lists, tags, follow-up sequences
- —HubSpot — contacts, deals, form submissions
- —Stripe and Square — payments and donation processing
- —Airtable, Notion, Google Sheets — records and reporting
- —Slack, Microsoft Teams — internal alerts
- —DocuSign, Typeform, Google Forms — signatures and intake
- —Dropbox, Box — file delivery
- —Salesforce, Zoho CRM, Jira, ClickUp, Asana — CRM and task systems
Built on request
No direct connection today, but workable through the provider’s own API or webhooks when your account has API access. Scoped and priced per project, and I will tell you before you pay if it is not workable.
- —ActiveCampaign, Constant Contact, Keap, Pipedrive, Monday.com
- —Givebutter, Zeffy, Donorbox — donation records and receipts
- —PayPal and PayPal Giving Fund
- —Zapier or Make as a bridge between two systems
- —Texting platforms for missed-call text-back
- —Any platform with a documented public API and a paid tier that allows it
Not offered
Said plainly so it is never assumed.
- —Logging into a tool with your password, or scraping a screen
- —Connections a provider’s plan does not expose at the API level
- —Sending SMS through a carrier account I do not hold for you
- —Guaranteed delivery of messages a provider’s rules block
The practical test on the planning call: name the tool, and I will say which column it lands in before any work is quoted. If a platform is not on either list, the answer is usually “ask the provider whether your plan includes API access” rather than “yes.”
Integration & Automation for the businesses that need it most
Same service, written for one kind of business at a time. Each page covers the searches, systems, and proof that matter in that trade.
Integration & Automation in your town
The same service written for one central Oklahoma city at a time — the local market, the searches that actually happen there, and the questions worth answering before you call.
Straight answers
Form submissions, lead records, appointment requests, confirmation and reminder messages, after-hours replies, and internal notifications. We scope the set that fits your workflow.
Not the only thing we build
Ready to talk about integration & automation?
Book a free 30-minute call. We will walk through what you have now and show you exactly what is possible.
Book an Automation Review