Custom integrations

When the website is not enough, connect the systems behind it.

For teams that need AI inside CRM, ERP, support, intake, reporting, or internal workflows, this page is the starting point for scoped integrations and practical automation.

Tell us what you need Start with a free audit

Integration mindset

The goal is not generic automation. The goal is fewer manual steps, clearer handoff, and workflows that hold up in day-to-day operations.

CRM + ERP

existing systems are part of the design

Privacy

permissions and GDPR considered from the start

Ops-first

built around how the team actually works

Common projects

  • CRM and ERP integrations with lead or document workflows
  • Support routing, summaries, and internal knowledge flows
  • Automated reminders, follow-up, and qualification steps
  • Custom connectors between existing tools and AI services
  • Legacy site and shop modernization — move off unsupported PHP (e.g. 7.4, EOL 28 Nov 2022, often inherited) toward supported versions; HeptaLex runs 8.4 today

How we scope it

  • We review the current process, systems, and operational bottlenecks
  • We define security, permissions, and reliability constraints first
  • We propose the narrowest solution that solves the real problem

What you should expect

  • Less repetitive manual work
  • Cleaner handoff between tools and teams
  • Fewer dropped requests and more consistent follow-up
  • A practical rollout plan before build starts
Execution path
01

Discovery

We inspect the tools, handoffs, and manual work around the current process.

02

Plan

We define a security-aware implementation path with clear scope and dependencies.

03

Build

We integrate, test, and monitor the workflow in real use conditions.

Good fit if

  • You already have a stack and the friction is between systems
  • Your team is repeating tasks that should be automated
  • You need privacy, permissions, and reliability handled carefully

Typical examples

  • Lead captured on the site to CRM to follow-up sequence
  • Support requests categorized and routed to the right team
  • Documents summarized and turned into searchable internal context

Related service

Existing sites & shops

When the problem is an outdated website, unsupported PHP, or an e-commerce store that needs a safe upgrade path — not missing integrations — see our audit-first modernization offering.

Legacy site & shop modernization →

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