Your systems are almost talking to each other.
We replace the manual gaps between your tools — from lead capture to CRM sync to ERP reporting — with automated workflows that run without intervention and scale without complexity.
CRM · ERP · API integrations · Workflow automation
Automation and CRM integration is the work of eliminating the gaps between your systems — the places where data has to be copied manually, where leads fall through, where your CRM doesn't know what your ERP knows. We build the connections that make your stack behave like a single platform instead of a collection of tools.
- Operations and sales teams spending significant time on manual data entry and follow-up
- Companies with a CRM and an ERP that aren't connected — or connected badly
- Marketing teams whose lead data never makes it cleanly into the sales system
Not a framework. Your actual situation.
Every engagement starts from your current stack and constraints — not a standard playbook we apply to everyone.
Process Mapping
We document every workflow that involves more than one system — how data moves, where it gets stuck, what's done manually that shouldn't be.
Integration Architecture
We design the integration layer: which systems connect to which, via API or middleware, what data flows where, and what triggers what.
Build & Deploy
We build the automations and integrations directly — using Make, native APIs, or custom webhooks. Tested, documented, and handed over with training.
Monitoring & Maintenance Plan
We set up error alerts, scenario monitoring, and a maintenance protocol so automations don't silently break after we hand off.
What you walk away with.
Every Snowball engagement produces concrete, usable infrastructure — not reports. Here's what's handed over at the end.
- Process map of all current manual workflows (with gap identification)
- Integration architecture diagram (systems, data flows, trigger logic)
- All automation scenarios built and tested in Make or equivalent
- CRM data structure — field mapping, tagging taxonomy, pipeline stages
- ERP ↔ CRM sync logic with conflict resolution rules
- Webhook / API documentation for each integration
- Error monitoring setup with alert routing
- Team training session and handover documentation
Projects in this space.
Anonymized — no client names, no identifying details. The work stands on its own.
CRM Architecture & Lead Automation for a National Dealer Group
Designed and implemented a unified CRM system across 12+ dealership locations. Automated lead routing, follow-up sequences, and sales pipeline reporting — reducing manual handoff time by eliminating cross-location data gaps.
Patient Lead Automation & Booking Flow Optimization
Built an end-to-end lead capture and appointment automation system for a multi-location healthcare provider. Integrated consent-compliant data handling with CRM tagging and automated follow-up sequences.
Digital Transformation for a Property Investment Platform
Led digital strategy and product definition for a property investment portal — from user journey mapping through to technical spec and dev coordination. Connected investor CRM, automated qualification flows, and built performance dashboards.
These are illustrative examples. Details are sanitized to protect client confidentiality. Every engagement is different — we'd be happy to discuss a situation closer to yours.
The infrastructure we work with.
We don't sell tools. We're practitioners who've worked with these platforms deeply enough to know their limits — and how to make them talk to each other.
Often paired with this service.
Most engagements combine multiple pillars. Infrastructure compounds when the layers connect.
Let's map the gaps in your stack.
Tell us which systems you're working with and where the manual work lives. In 30 minutes, we can usually identify the 2–3 automations that would have the biggest operational impact.
Or email directly: hello@snowball-ag.com