Website & CRM Integrations

Website & CRM Integrations

Connect agreed tools to reduce repeated manual work.

Deliverables that can be included

• Data flow and access requirements
• API or supported connector implementation
• Validation, error handling and test cases
• Handover notes; paid APIs and future platform changes separately scoped

Scope and onboarding

Your written proposal or published service description must state quantities, turnaround, required access, review rounds and exclusions before checkout is enabled. Provide approved practice details, brand materials and a named review contact. Clinical statements require your clinical approval.

How the work is delivered

We confirm the brief, prepare the agreed work, collect your feedback and deliver the approved outputs. Any extra platforms, production, licences, advertising spend or additional revisions are quoted separately.

What to expect

Progress is reported against the agreed deliverables. Search rankings, publisher acceptance, advertising results and patient enquiries depend on factors beyond a single service and are not guaranteed.

Website & CRM Integrations

Connect agreed tools to reduce repeated manual work.

Define the event and the destination action

Map which supported system triggers the workflow, which fields are sent and what the receiving system should do. Use appropriate access controls and avoid unnecessary sensitive information.

Example outputs to discuss

• Event and field map
• System connection
• Failure and recovery tests

These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.

Illustrative working example

A rejected request creates an alert instead of silently losing the enquiry between connected tools.

This is a hypothetical example, not a client case study or promised result.

Make failures observable

Test authentication expiry, rejected requests, duplicate events and retry behaviour. Document ownership of alerts and manual recovery before relying on the connection.