Home Services Contractor
A quote request submitted on the website automatically creates a new deal in the CRM, sends an SMS confirmation to the prospect, and notifies the assigned sales representative.
BUSINESS BACKBONE
Business System Integrations
Business system integration is the process of connecting your separate software applications so they operate as a single, cohesive unit. We build the digital pathways that allow your CRM, marketing platforms, communication tools, and payment processors to share data automatically. This creates a unified business backbone where information flows without manual effort.
- Custom build
- Setup & implementation
- Consulting & strategy
The problem it solves
When your business software doesn't communicate, you are forced to rely on manual data entry, which is slow and prone to error. This creates information silos, preventing you from seeing a complete picture of your operations and customer lifecycle. Opportunities are missed and processes break because your systems are disconnected.
How LATTICE helps
LATTICE designs and builds custom integrations that bridge the gaps between your essential business systems. Using APIs, webhooks, and custom development, we create reliable connections that automate data transfer and complex workflows. This ensures your technology stack works together to support your entire business process, from lead capture to final reporting.
How it works
01Systems & Process Audit
We begin by analyzing your existing software, data sources, and business workflows to identify gaps and opportunities for connection.
02Integration Strategy & Mapping
We design a detailed plan that maps the flow of data between systems, defining the triggers and actions for your automated processes.
03Custom Integration Development
Our team builds the private integrations, API connections, and webhooks required to link your software applications securely.
04Testing & Deployment
We thoroughly test every connection and data point to ensure accuracy and reliability before deploying the integration into your live environment.
05Workflow Activation
Once connections are established, we build and activate the automations that use these new integrations to run your business processes.
What it can do
- Custom Integrations
- API Integrations
- Webhook Integrations
- CRM Integrations
- Software Integrations
- Data Integrations
- System Integrations
- Automation Integrations
- Payment Integrations
- Marketing Integrations
- Custom Integration Builds
- Data Synchronization
Example use cases
B2B Consulting Firm
When a client signs a proposal using an e-signature tool, the integration automatically generates the first invoice in the accounting software and creates a project in the management system.
Local Law Firm
A new contact created from a website form is integrated with a lead enrichment service to gather more data before being added to a specific follow-up sequence in the firm's CRM.
Who it is for
- Home Services
- Contractors
- Law Firms
- Consulting Firms
- Marketing Agencies
- Real Estate Agencies
- Financial Services
- Professional Services
- Medical Spas
Related capabilities
Questions
What is a system integration?
It is the process of connecting separate software applications so they can share data and work together automatically. This eliminates manual data entry and creates a single, connected business operating system.
What are APIs and webhooks?
APIs and webhooks are two common technologies that allow different software systems to communicate with each other. We use these tools to build stable, custom connections between your applications.
Can you integrate my existing software?
In most cases, yes. We specialize in building integrations for common business software like CRMs, marketing platforms, and accounting systems, as well as developing connections for more niche or proprietary tools.
How is a custom integration different from a standard connector?
Standard connectors often have rigid limitations. We build custom integrations tailored to your specific business processes, allowing for more complex data mapping and workflow automation that off-the-shelf tools cannot support.
Why is CRM integration so important?
Integrating your CRM is critical because it turns it into the central hub of your business. Connecting your CRM to lead sources, communication tools, and payment systems provides a complete view of the customer lifecycle and powers your sales and marketing automation.
Talk to us about Integrations.
Tell us how your business runs today and what you need. We will reply with a clear plan.
Part of Business Backbone on the services overview.