Make your CRM, forms and spreadsheets agree with each other
CRM Sync and Cleanup connects your CRM to the other tools you use, removes duplicate and broken records, and adds error handling so syncs do not fail quietly. Fixed price from $2,500. Usually two to three weeks.
Who is it for?
Teams that retype data between a CRM, spreadsheets and forms, find duplicate records, or have syncs that stopped without anyone noticing.
What do you get?
- A map of where your data lives and how it should flow
- A sync between your CRM and up to three other tools (more can be quoted)
- Duplicate cleanup, with a backup of your data before any change
- Retries and an alert email when a sync fails
- A simple report or dashboard of the numbers you choose
- Written documentation and a recorded handoff
- 30 days of fixes
How does it work?
- Share read access to your CRM and tools.
- Fixed quote in one business day.
- We back up, build and test on a copy first.
- Launch, handoff and 30 days of fixes.
What does it cost?
From $2,500, based on the number of tools and records. Half to start, half at delivery.
Proof
When Sporcle Live moved to Salesforce, Patrick connected their Salesforce orders to his production system, which scheduled printing, made the shipping labels and tracked inventory. At its peak it handled millions of game sheets a year.
Read moreQuestions
Do you work in Salesforce and HubSpot?
- Yes. We connect Salesforce orders and records to other systems, and we connect HubSpot through n8n, Make and Zapier.
Will you delete any data?
- Not without a backup and your approval. We export first and show you what will change.
How do you get access to my systems?
- Through each tool's own invite or connection settings, with the least access the job needs. You can remove it any time.
How long does it take?
- Usually two to three weeks, depending on the number of tools and records.
Get a fixed quote
Tell us what you want automated or fixed. You get a fixed quote within one business day.