API integration · connecting existing systems
Connect your CRM to your website and accounting: from request to paid invoice without retyping
A CRM only works when it fills itself: every website request as a lead, every accepted quote as an invoice in the accounting, every payment back as a status in the customer record. HubSpot, Teamleader and Pipedrive have good APIs and many standard connectors; OmniTechs builds the integration when your website, forms or accounting work slightly differently from what the standard expects. Sales knows what has been paid and administration knows what has been sold, without anyone retyping it.
Door Sina Sadegh Esfahani · Practice page by OmniTechs in Groningen; amounts follow the current price contract · Beoordeeld op .
What does a CRM integration cost?
An integration between CRM and one other system with a documented API is agreed in advance as a fixed amount; the calculator on the API integration main page shows the starting price for your combination and number of data types. After that the quote is fixed, no hours afterwards.
If one of the systems is poorly documented, documents or emails have to be read first, or it is unclear which system leads, we start with a Solution Sprint of €1,250 excl. VAT: we test the connection for real and you receive a fixed build price. Recurring costs are limited to hosting of the integration layer and monitoring in a Care plan; licences for the systems themselves are paid directly to their vendors.
- Standard integration: fixed price after the calculator and a short intake
- Uncertain combination: Solution Sprint €1,250 excl. VAT, then a fixed quote
- Recurring: hosting of the integration layer and monitoring via Care
- First assessment free, within one working day
What moves to and from your CRM?
The most requested flows around a CRM. For each flow we record which system leads in a conflict.
| Data | Direction | Watch out for |
|---|---|---|
| Requests and forms | Website → CRM | Pass source and campaign; record consent for follow-up |
| Contacts and companies | CRM ↔ accounting | One customer, one contact number; address change leads on one side |
| Quotes and deals | CRM → accounting | An accepted quote becomes an invoice with the same lines |
| Payment status and open items | Accounting → CRM | Sales sees who paid without opening the books |
| Appointments and tasks | Website or planning → CRM | Bookings as an activity on the contact |
Standard connector or custom?
HubSpot, Teamleader and Pipedrive have marketplaces with hundreds of standard connectors, and connector services link CRM and accounting for a monthly fee. Choose those when your forms are standard and your invoice has no custom rules. Custom work pays off with your own website or portal with its own forms, with rules on who gets which lead, with an accounting package outside the standard list, or when you want to control exactly which data leaves your CRM.
How a CRM integration works technically
A website sends every request to the CRM through a webhook or API call, with source, page and campaign attached; the CRM creates or enriches the contact and starts a follow-up task. Towards accounting it works the other way: a deal marked won becomes an invoice through the API, and the payment status comes back through a scheduled sync. If the CRM is temporarily unreachable, requests stay in a queue; nothing is lost and nobody has to fill in the form again.
What you prepare
Administrator access to your CRM to create an app or API key, a list of your forms with the fields they collect, the pipeline stages that must trigger an action, and your cookie and consent settings for visitor tracking. The free mapping tool on the main page helps line up fields.
How it runs
Day 1: free assessment of CRM, website and accounting. Week 1: field mapping and agreements on leading systems and consent. Weeks 2 to 3: build, tests with real requests in a test environment, go-live. Then monitoring through a Care plan.
What to expect
- First assessment within one working day, free
- Field mapping as a document you can check yourself, with the free mapping tool on the main page
- Tests with real data in a test administration before the integration goes live
- Error messages someone on your team understands, with an owner and a retry
- Code, mapping and documentation are yours; maintenance via Care or in-house
Frequently asked questions
How long does a CRM integration with my website take?
Forms to the CRM are often live within a week; with accounting included allow two to three weeks, including tests. The date is in the quote.
What happens when my website or CRM is temporarily offline?
Requests stay in a queue and are processed as soon as the system is back; after repeated failures an agreed person receives an alert.
Can I import existing requests into the CRM afterwards?
Yes, a one-off import of historical requests or customers is part of the integration, with deduplication on email or company name.
How do I avoid tracking visitors who do not want it?
The integration sends only what someone fills in a form themselves; visitor behaviour is linked only after consent through your cookie banner.
Can I connect several websites to the same CRM?
Yes. Each website gets its own source, so you see in the CRM where a request came from.
Which CRM do you use, and what must go in or out?
Send the name of your CRM, your website and your accounting package and which step is done by hand today. Within one working day you hear whether a standard connector is enough or custom work pays off, and what it costs.