CRM Integration
Services.

Your CRM should be the center of your business - not an island. We connect it to your email, calendar, invoicing, marketing, scheduling, and communication tools so data flows automatically where it needs to go.

API & Native IntegrationsNo Data SilosTwo-Way SyncAny CRM Platform
What it is

Your tools should talk to each other.

Most businesses are running 5-10 software tools that don't talk to each other. Your CRM doesn't know about your invoices. Your email doesn't update your deals. Your scheduling tool isn't connected to your contacts. The result is manual data entry, missed information, and a team that doesn't trust any single system.

A properly integrated CRM sits at the center of your operations. Every tool you use feeds data into it and pulls data from it. Contacts updated in one place are updated everywhere. Revenue from your invoicing tool appears in your deal records automatically.

We build integrations using native connectors where they exist and API connections where they don't. Everything is documented so you understand what's connected and how.

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What's included
Integration audit
Map every tool you use and document what data should flow between them
Native integration setup
Configure built-in connectors for common tools - Google, Outlook, Zoom, Slack, and more
API integration builds
Custom API connections for tools without native CRM connectors
Two-way data sync
Changes in one system reflect in the other automatically
Form and lead source integration
Website forms, landing pages, and ad platforms connected to your CRM pipeline
Invoicing and payment integration
Connect QuickBooks, Stripe, or your billing tool so revenue data lives in your CRM
Calendar and scheduling integration
Meetings booked through Calendly or other tools create and update CRM records automatically
Integration documentation
Full documentation of every integration so your team understands what's connected
Who needs this

You need this if...

📋
You're entering data in multiple places

The same contact lives in your CRM, your email tool, your invoicing software, and a spreadsheet. Every update has to happen four times.

🔗
Your tools don't talk to each other

A meeting gets booked but the CRM doesn't know about it. An invoice gets paid but the deal record isn't updated. You're missing context everywhere.

🤖
Your automations stop at the CRM

You've automated things inside your CRM but the moment a workflow needs to reach another tool it dies. Your automation is trapped inside one system.

Platforms

Works on any CRM.

We work inside whatever platform you use.

The process

How it works
with Pear.

01
Integration discovery

We map every tool you use, the data that lives in each, and what connections would save the most time.

02
Integration design

We design the data flow for each integration - what syncs, in which direction, and what triggers what.

03
Build and configure

We build each integration, configure field mapping, and test data flow in both directions.

04
QA and edge case testing

We test each integration under real-world conditions including edge cases - duplicate records, failed webhooks, missing fields.

05
Documentation and handoff

We document every integration in plain English so your team knows exactly what's connected and what to do if something breaks.

FAQ

Common questions.

What tools can you connect to my CRM?
Google Workspace, Microsoft 365, Slack, Zoom, Calendly, QuickBooks, Stripe, Zapier, various marketing platforms, and many more. If it has an API we can likely connect it.
What if there's no native integration?
We use API connections, webhooks, or middleware tools like Zapier or Make to build the connection. Most tools have at least a basic API.
Will integrations break when tools update?
We build integrations to be as stable as possible but APIs do change. We monitor critical integrations and fix breaks quickly when they happen.
How long does integration work take?
Simple native integrations take 1-2 days. Complex custom API builds can take 1-2 weeks. We scope each integration individually.
Do you work with marketing tools?
Yes - connecting CRMs to email marketing platforms, ad platforms, landing page tools, and marketing automation software is a common part of our integration work.
★★★★★

"Pear connected our CRM to everything we use — calendar, invoicing, email. Data flows automatically now. We stopped re-entering information into three different systems."

Client — Partner With Pear Client

Ready to connect your stack?

Book a free call. We'll map your tools and show you exactly what should be connected.

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