A stack is only as good as its joins. Most B2B marketing teams own decent tools that simply do not talk to each other properly. The CRM and the automation platform half sync, the web forms drop fields, and nobody quite trusts the data. Integration and configuration is the work that fixes that. We connect your CRM, your marketing automation platform and the wider stack, then configure each one to your process rather than to a vendor default.
This is the build layer of the marketing technology pillar. The plumbing we put in for HMS Networks made the rest possible, contributing to 391% search market share growth and 3,000 sales opportunities in 90 days. We build the integrations on infrastructure you own, document every flow, and hand you a stack you can actually run.
Buying tools is the easy part. Making them behave as one system is where most stacks fail. A field that does not map, a sync that runs the wrong way, a routing rule nobody documented, and suddenly the sales team does not trust the leads and the reporting is quietly wrong. We treat the integration as the product. Configured properly, the same tools you already own start doing far more, with the data flowing cleanly in the directions you intend.
We do not solve an integration problem by signing you up to yet another rented connector platform that bills monthly forever. Where we can, we build the integrations on infrastructure you own and control, so the connection is an asset rather than another subscription. Own your stack, own your data, and stop adding rented middleware that quietly becomes the most fragile and most expensive part of the system.
We build the connections and the configuration: CRM and automation platform sync, form and tracking setup, field mapping, lead routing and scoring logic, and the data flows that tie the stack together. Each integration is documented and tested, and the configuration is set to your process so the system reflects how you actually work.
Most platforms ship with sensible defaults that fit nobody in particular. We configure to your stages, your fields, your routing and your scoring, so the tool supports your process instead of bending your process to the tool. That is the difference between software you tolerate and software your team actually uses.
You are the one who gets the call when a sync breaks. We document every integration, remove the fragile bits and configure the platforms so they behave predictably. You get a stack you can support, not one you are afraid to touch.
You need leads to capture cleanly and route instantly. We configure the forms, the field mapping and the routing so a lead goes from web form to the right owner in seconds, with nothing dropped. Reliable plumbing is what makes lead generation actually convert.
You want to trust the data and the handover. We configure the CRM sync and the routing so sales sees accurate, complete records the moment a lead qualifies, rather than a half populated contact that arrives a day late.
You want integrations that are secure, documented and owned rather than a tangle of opaque third party connectors. We build on infrastructure you control and hand over full documentation, so the marketing stack meets the same standards as the rest of your estate.
If your CRM and automation platform do not quite trust each other, a short call will tell you whether it is a configuration fix or a deeper integration job. Either way you will leave with a clear next step.
Strategy chooses the tools, this work connects them, marketing automation runs on top of the connected stack, and data governance keeps it clean. Integration is the layer that turns a set of tools into a system.
There is overlap between marketing integration and broader marketing data integration work. This page is about connecting and configuring the marketing platforms themselves. When the job extends into unifying data across the wider business, that sister capability picks it up. We make sure the two stay joined.
Your CRM often has to talk to ERP and product systems. We configure the marketing integration to respect those systems of record rather than fighting them, so marketing data and operational data agree rather than contradict.
High SKU counts and distributor data make field mapping and routing genuinely complex. We have configured stacks for exactly this, including the connectivity sector HMS Networks works in, where a sloppy integration would scramble segmentation immediately.
Channel businesses such as Arrow ECS need leads and data routed by partner and tier. We build that routing logic into the configuration so the channel team is not re-sorting records by hand every morning.
You expect integrations to be documented, version aware and secure. We deliver to that standard, building connections you can audit and own rather than a mystery sync that only worked because one person remembered how to fix it.
Most agencies will not go near your CRM configuration. They run campaigns and leave the plumbing alone, which is why the plumbing stays broken. We do the integration work itself, so the people running your campaigns understand exactly how the data underneath them flows.
An enterprise platform sells you the tool and leaves the integration to you, or charges a fortune for professional services that disappear the day they finish. We build the connection, document it, and make sure it is something you own and can maintain, rather than a dependency on the vendor's day rate.
The connections, the field mappings, the routing logic and the documentation all belong to you. We do not build on rented middleware you can never leave. If we part ways you keep working integrations and full understanding of how they run, not a black box that breaks the moment we stop answering the phone.
A focused configuration fix can take a week or two. A full integration build across CRM, automation platform and the wider stack typically runs four to eight weeks depending on the number of systems and the state of the existing data. We work in clear phases so you always know what is connected and what is next.
Integration done well is what makes reporting honest. When the connections are clean, your marketing dashboards and attribution finally agree with reality. We configure with the end reporting in mind, not as an afterthought.
Automation built on a shaky integration fails in expensive, embarrassing ways. We get the connections and configuration solid first, so the marketing automation that follows has a reliable foundation to run on rather than a fault line.
We do not insist on rebuilding everything. We find the broken or fragile connections that are costing you leads and trust, and fix those first. The early wins are usually a form that stops dropping data and a sync that finally runs the right way, which pays back immediately.
Connected properly, the tools you already own start earning their cost. Fewer manual fixes, faster routing, cleaner data and reporting you can trust. Enterprise grade thinking without the enterprise overhead, and integrations you own rather than rent.
For HMS Networks, properly connected and configured platforms underpinned 391% search market share growth and 3,000 sales opportunities in 90 days. The plumbing made the results possible.
This engagement suits B2B teams who own capable tools that simply do not work together as they should, and who want the joins fixed and owned.
Industrial and manufacturing marketers whose CRM has to talk to ERP and product systems without contradiction.
Electronics and component businesses with high SKU counts and distributor data that make field mapping and routing genuinely complex.
Distribution and channel teams who need leads and records routed reliably by partner and tier.
IT and technology firms who expect integrations to be documented, secure, auditable and owned.
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A clear picture of what is connected, what is broken and what is quietly costing you leads and trust.
Weeks 2 to 4
Configure. We set each platform to your stages, fields, routing and scoring, so the tools reflect your process rather than a vendor default.
Platforms configured to how you actually work, with routing and scoring you can trust.
Weeks 4 to 7
Connect. We build and test the integrations between CRM, automation platform and the wider stack, on infrastructure you own where possible.
Clean, reliable, documented sync across the stack, with no dropped or duplicated records.
Week 8
Document and hand over. We deliver full documentation of every flow and configuration, and train your team to maintain it.
A connected stack you own and understand, with documentation that survives staff changes.
Tell us which two systems refuse to agree and we will tell you whether it is a quick configuration fix or a deeper integration job. You will leave with a clear next step.
Diagnostic. We map every connection and configuration and show you where the joins are broken or fragile.
Build. We configure the platforms and build the integrations, on infrastructure you own where possible.
Embedded. We document, test and hand over, training your team so the stack keeps running without us.
Pricing is built line by line against scope, with no opaque contingency, so you see exactly what each integration costs. We build connections you own rather than rented middleware you cannot leave. Enterprise grade thinking without the enterprise overhead.
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The connected, configured stack we built for HMS Networks underpinned 391% search market share growth and 3,000 sales opportunities in 90 days. Good integration is invisible when it works, which is the whole idea.
You will speak to the people who would actually do the integration work, not an account manager. Bring the two systems that refuse to cooperate and we will tell you straight how to fix them.
No jargon and no upsell. Just an honest read on what is broken in your integrations and what it takes to fix it for good.