API, CRM & ERP Integrations

Your phone, messaging, CRM and ERP systems, finally talking to each other.

REST APIs, webhooks and middleware that connect telephony and messaging to your CRM and Odoo ERP, so calls, messages, leads and orders create the right records automatically, without copy and paste.

Services
3
Platforms
REST APIs · Webhooks · Twilio · n8n

The challenge

Signs your systems need connecting

  • Calls and texts missing from customer records
  • Leads copied by hand between forms, CRM and spreadsheets
  • Duplicate contacts across systems
  • Stock, orders and invoices that disagree
  • Integrations that fail silently

Approach

How integrations are built to last

Source of truth

Each record type has one owning system, so updates flow in a predictable direction.

Idempotent and retried

Repeated events never create duplicates, and failed calls retry before alerting a person.

Secured

Webhook signatures validated, credentials in a secrets store, access scoped to least privilege.

Documented

Endpoints, payloads, field mappings and a runbook handed over to your team.

Process

How the work proceeds

Four stages with clear decision points and acceptance criteria.

  1. Map systems and data

    Every system, record type, field and owner involved is mapped, including which system is the source of truth for each.

  2. Design the integration

    Endpoints, events, field mappings, error handling, retries and security are specified before code is written.

  3. Build and test

    The integration is built against sandbox accounts and tested with real-world records, failures and edge cases.

  4. Deploy and document

    It goes live with logging and alerting, and you receive the API documentation, mapping sheet and runbook.

How acceptance is assessed

  • Records sync correctly for every agreed scenario, including updates and deletions.
  • Failed calls are retried or surfaced, never silently lost.
  • Credentials are stored securely and scoped to least privilege.
  • API documentation and field mappings are handed over.

Technologies

Platforms used in this work

Named for experience, not partnership or certification.

FAQ

Common questions

Which CRMs can you integrate?

Any CRM with a usable API, including common platforms such as HubSpot, Salesforce, Zoho and Pipedrive, as well as Odoo.

Do you write custom code?

Yes, in Node.js or Python, or n8n where low-code reduces maintenance.

Who owns the code?

You do, in your own repositories and accounts.

Can Odoo connect to our phone system?

Yes, for click-to-call and call logging, and to SMS and WhatsApp through APIs.

Next step

Plan your integration.

List the systems involved, what should flow between them, and what goes wrong today.