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Integration Engineering

Every system update
needs a human
to carry it to the next one.

We design and build the integrations connecting CRM, marketing, billing, and product systems for mid-market and PE-backed organizations at $30M-$500M ARR, so data moves automatically, in real time, without someone manually bridging the gap.

Real-time sync into [HubSpot] We design, build, and monitor the connection. Working inside the systems you run.

Integration map Every current system-to-system connection, its method, and its reliability. A clear picture of what connects, and what quietly doesn't.
Integration architecture Defined data flow, direction, and sync method for every connection. Decisions made deliberately, documented before the build.
Live, engineered integrations Built, tested, and running, with error handling and retry logic included, not bolted on after something breaks. Data moving automatically across your revenue systems.
Monitoring & documentation Live failure alerting and plain-language documentation your team can actually use. Broken syncs surfaced immediately, with a named internal owner.
The Gap

Four teams, one missing connection.

The integration
disconnect

C-Suite / Executive

Every system update needs a human to carry it to the next one.

A deal closes in the CRM, and someone still has to open the billing system and enter it by hand. When that person's out, the handoff just waits. Nobody designed it this way. It accumulated, one manual step at a time.

RevOps Leadership

Every integration is a Zapier band-aid nobody fully trusts.

No-code automations connect a few systems, built ad hoc, with no error handling. They break silently, and nobody notices until a number in a report doesn't add up three weeks later.

Marketing Leadership

Lead data arrives in the CRM an hour after the form fill.

The sync runs on a batch schedule instead of firing in real time. By the time Sales sees a new lead, the moment that made them worth calling quickly has already passed.

Sales Leadership

A closed-won deal doesn't reach billing without someone re-entering it.

The CRM says the deal is closed. Finance doesn't know that until someone manually keys it into the billing system, sometimes days later, sometimes with a typo.

Trusted by data and engineering teams at
  • Kustomer
  • NitroPack
  • Patchstack
  • Trek Travel
  • Density
  • unblu
What It Costs

The cost isn't the broken sync. It's how long it stayed broken.

Event Occurs DEAL CLOSED / FORM FILLED
Exported CSV PULLED BY HAND
Manually Moved NO ERROR HANDLING
Re-Entered TYPO RISK, HOURS LATE
Reflected Downstream BATCH-ONLY SYNCS
Engineered and monitored REAL-TIME SYNC, NO REWORK
LEAK/01 Manual Handoffs A person has to carry every update from one system to the next, and the handoff stops when they do.
LEAK/02 No Error Handling A failed call drops data silently, with nothing to retry it and nobody alerted.
LEAK/03 Batch-Only Syncs Data lands an hour late, so Sales sees leads after the moment worth calling has passed.
LEAK/04 No Integration Ownership Nobody maintains what was wired up, so each new tool adds another fragile connection.
Maturity Model

Four stages.
One holds.

Most integration work stalls at stage two. The difference between an automation and an integration is whether anyone finds out when it fails.

STG-01 · Where most start

Manual bridges

Data moves between systems via CSV exports and someone re-entering it by hand on the other end.

Most companies start here
STG-02 · Ad hoc

No-code patchwork

Tools like Zapier connect a few systems, built ad hoc, with no error handling and no monitoring behind them.

Ad hoc
STG-03 · Partial

Engineered but brittle

Real integrations exist, but they break silently. Nobody's watching for failures until a downstream report looks wrong.

Partial
STG-04 · Target state

Engineered and monitored

Integrations are built with proper error handling, retries, and monitoring, so failures get caught and fixed before anyone downstream ever notices.

This service builds your path here
The Shift

What changes, line by line.

A closed-won deal doesn't reach billing without someone re-entering it.

Deals flow to billing the moment they close.

A built integration pushes closed-won data to your billing system in real time, with no manual re-entry, no delay, and no typo risk.

Zapier automations break silently and nobody notices for weeks.

Failures get caught before you do.

Engineered integrations include error handling, retries, and monitoring, so a broken sync gets flagged and fixed automatically instead of being discovered in a quarterly report.

Lead data arrives in the CRM an hour after the form fill.

Data moves in real time, not on a batch schedule.

Webhook-based sync pushes new leads into the CRM the moment they're captured, while they're still worth calling.

Methodology

End-to-end
integration
method

  • An integration map showing every connection, its method, and its reliability.

    Before we build anything, we find out what's already connected, and how. We map every system-to-system connection currently in place, including API integrations, no-code automations, and manual exports, and identify what's fragile, what's missing, and what's already silently broken.

Deliverables

What lands on your side of the table.

01

Integration map

Every current system-to-system connection, its method, and its reliability.

A clear picture of what connects, and what quietly doesn't.
02

Integration architecture

Defined data flow, direction, and sync method for every connection.

Decisions made deliberately, documented before the build.
03

Live, engineered integrations

Built, tested, and running, with error handling and retry logic included, not bolted on after something breaks.

Data moving automatically across your revenue systems.
04

Monitoring & documentation

Live failure alerting and plain-language documentation your team can actually use.

Broken syncs surfaced immediately, with a named internal owner.
The Stack

Built on the systems you already run.

One engineered integration layer
  • HubSpot — CRM
  • Salesforce — CRM
  • Billing / Finance — System of record
  • Native APIs — Direct build
  • Webhooks — Real-time sync
  • Custom Middleware — Orchestration
  • Zapier — No-code
  • Workato — Middleware
  • Claude AI — Log analysis
  • Monitoring — Failure alerting
  • Retry Logic — Reliability
  • Product Analytics — Downstream
Core Systems

Built directly against the systems you already run.

HUBSPOT · SALESFORCE · BILLING / FINANCE

We build directly against the systems you already run, so integrations reflect how your team actually works, not a generic connector.

Integration and Middleware

Native where it fits. Custom where it matters.

NATIVE APIs · ZAPIER · WORKATO · CUSTOM MIDDLEWARE

Where a native API integration makes sense, we build it directly. Where middleware adds real value, such as orchestration, transformation, and retry logic, we use it deliberately, not by default.

Monitoring and Synthesis

Silent failures, surfaced before they compound.

CLAUDE AI

Used to analyze integration logs and error patterns at scale, surfacing silent failures and edge cases before they compound into a bigger problem.

Architecture

What an engineered connection actually looks like.

Every record enters through a controlled intake, gets validated and mapped, then lands in the systems your team reports from. Failures are caught, retried, and owned.

INTEGRATION LAYER SINGLE ENTRY POINT SECURE - AUDITED - MONITORED
Ingest RUNNING
Transform RUNNING
Deliver RUNNING
  • AUTH HANDLING
  • RATE LIMITS
  • AUDIT TRAIL
  • VERSIONED MAPPING

SOURCES

REVENUE SYSTEMS STRUCTURED & EVENT DATA
CRM HubSpot, Salesforce
Marketing Automation, ads, forms
Billing Subscriptions, invoices
Support Zendesk, product events

INGESTION

RELIABLE CAPTURE WEBHOOK & POLLING
Webhooks Signed endpoints Idempotent intake ACTIVE
Scheduled Sync Incremental pulls Backfill support HEALTHY
Queue Ordered delivery Rate limit aware HEALTHY

PIPELINE

VALIDATE - MAP - ROUTE PIPELINE HEALTHY
capture Read source change SUCCESS
validate Schema and field rules SUCCESS
map Field and object mapping SUCCESS
route Send to target system SUCCESS
reconcile Confirm both sides match SUCCESS

RELIABILITY

ERROR HANDLING RETRIES & ALERTING
Retries Backoff on failure No duplicate writes COMPLETE
Dead Letter Failed records held Replayable COMPLETE
Monitoring Sync latency and volume Alerts to an owner PASSING

SYSTEMS OF RECORD

REPORTING - FORECASTING
CRM of Record One trusted lifecycle Fields your team reads IN SYNC
Reporting Layer Board level numbers No manual reconciliation IN SYNC
Case Study

Proof, not promise.

WhatsApp // CRM Sync

A manual channel turned into a compliant one.

Two reps were messaging leads by hand, which capped outreach and left conversations invisible to the CRM. We took the client through Meta business verification, moved them onto the WhatsApp Business API through Zendesk, added a connector for campaign sending, and synced every interaction back to HubSpot contact records.

01

Meta business verification completed and templates approved

02

Bulk campaigns replacing one-to-one manual sending

03

Conversations logged against HubSpot records

Read the full case study WhatsApp · HubSpot · Zendesk
WhatsApp and CRM integration build
Case File

What changes once the systems connect.

NITROPACK

5/5 on communication, attention to detail, and attentiveness across a high-scale revenue delivery initiative

“When it comes to a high-scale revenue delivery initiative, DevriX gets the job done, period. They quickly jumped in on a partially-started project and led it to completion in record time. They worked with our team to iron out the finer details while building the full picture. Communication, attention to detail, and attentiveness were all 5-star. Stellar work.”
MS Mihail Stoychev Co-founder, CEO of NitroPack (acquired by WP Engine)
Who This Is For

What you're dealing with, and what you get.

01

CEOs, COOs, CFOs

Dealing with
  • Revenue and ops data that's late or wrong because of manual handoffs
  • No visibility into which integrations are actually reliable
  • Financial reporting that inherits errors from re-keyed data
Getting
  • Systems that move data automatically, without manual bridges
  • Fewer errors reaching financial and operational reporting
  • Confidence that a "closed" deal is reflected everywhere it should be
02

RevOps managers & directors

Dealing with
  • Brittle Zapier chains nobody fully trusts
  • Being the manual bridge between two systems that should talk directly
  • No documented architecture for how systems are supposed to connect
Getting
  • Engineered integrations with real error handling and monitoring
  • A documented architecture you can maintain, extend, and hand off
  • Fewer 2am pings about a sync that silently stopped working
03

Marketing directors & VPs

Dealing with
  • Lead data arriving on a batch delay instead of in real time
  • No confidence that campaign and form data is reaching the CRM intact
  • Attribution data that's incomplete because a sync dropped a field
Getting
  • Real-time, webhook-based sync from forms and campaigns into the CRM
  • Confidence that lead and attribution data arrives complete
  • Faster speed-to-lead because the data isn't waiting on a batch job
04

Sales directors & VPs

Dealing with
  • Deals that close in the CRM but don't reach billing without manual entry
  • CRM data that lags behind what's actually happening in the pipeline
  • Admin work that exists only because two systems don't talk to each other
Getting
  • Real-time sync from CRM to billing and finance systems
  • CRM data that reflects reality as it happens
  • Less admin time spent bridging systems that should connect on their own
Not a fit
  • Companies without core systems already in place. We integrate what exists. We don't stand up your CRM, billing, or product systems from nothing.

  • Teams wanting a quick no-code fix with no interest in engineered reliability. If uptime and data integrity don't matter for this connection, a simple Zapier automation may be all you need.

  • Businesses unwilling to invest in monitoring and maintenance of what gets built. Engineered integrations need an owner, the same as any other system running your business.

Why Us

Why not just fix this internally?

“We'll just add another Zapier step.”

No-code tools are fine for simple, low-stakes connections. They weren't built for mission-critical revenue data with no error handling behind it. We engineer integrations built to survive an API changing without warning, not held together by whichever automation was easiest to set up.

“Why not just hire an integration engineer?”

One engineer becomes a single point of failure and a single point of institutional knowledge. We bring a team, plus the architecture and documentation, so the system outlives any one person's tenure.

“Isn't this just an API project?”

No. APIs are the mechanism. We design the architecture, the error handling, and the monitoring around them, so a temporary outage on one end doesn't silently corrupt your data on the other.

  • 01 We engineer for failure, with retry logic and monitoring built in from day one
  • 02 We design the architecture before writing a line of integration code
  • 03 We document every connection's logic, not just the code itself
  • 04 We connect integration work to your ICP, data quality, and reporting
Technical Buyer

Answers for the technical buyer.

The questions RevOps, Data, and Engineering leaders ask us on the first call, answered directly.

01 Do you build custom integrations, or configure existing connectors?

Both, depending on what the connection needs. Where a reliable native integration already exists, we use it. Where your systems need something a pre-built connector doesn't support, we build custom API integrations and middleware.

02 What happens when a third-party API changes without warning?

This is exactly what the error handling and monitoring stage exists for. Integrations are built with retry logic and alerting, so a breaking API change gets flagged and fixed quickly, not discovered weeks later in a broken report.

03 Will building this disrupt our current manual processes while it's in progress?

New integrations are built and tested in parallel with existing manual processes, then cut over once validated, so nothing currently working stops working during the build.

04 Do you only work with HubSpot and Salesforce?

Those are common anchors, but we build integrations across whatever systems your revenue engine actually runs on, including billing, product analytics, support platforms, and more.

05 Can you support us after the initial build?

Yes. Many clients move into an ongoing RevOps retainer to maintain and extend integrations as new systems get added to the stack.

06 How long before integrations are live?

Architecture and build typically take 6-10 weeks depending on the number and complexity of integrations. Monitoring and documentation close out over the following weeks.

Get Started

Find out which of your integrations are already quietly broken.

A 30-minute call. We'll look at your current system connections and show you exactly where the manual handoffs, silent failures, and batch delays are costing you. No deck.