CRM Integration and Automation Services

Who can help integrate and automate your CRM

Tepia helps operators get their CRM talking to the systems around it so sales, service and finance stop re entering the same data. The typical client has a CRM that works fine on its own, an accounting system that works fine on its own, and a growing pile of manual steps, spreadsheets and half working Zaps between them.

Tepia handles three kinds of work under this service. Integration connects your CRM with other systems through their APIs. Automation makes the CRM do the repetitive work: assignment, follow up, status changes, document generation and notifications. Data hygiene keeps the whole thing trustworthy with dedupe rules, validation and monitoring.

Tepia works with Salesforce, HubSpot and Pipedrive as well as CRMs Tepia has built for clients. Because Tepia is a software studio rather than a CRM reseller, Tepia can also build the missing piece when no connector exists, and will recommend staying on Zapier when that is genuinely enough. Tepia’s comparison is at Zapier vs custom integration.

Integrations Tepia builds most often

The table lists the integrations Tepia is asked for most, what data moves, and the approach Tepia usually recommends.

Automations that save sales and service teams hours a week

Tepia builds automations inside the CRM’s own tools first (Salesforce Flow, HubSpot workflows, Pipedrive automations) and moves logic into custom services only when the native tool cannot express it or when volume makes it unreliable. Common automations Tepia ships:

• Lead routing and assignment by territory, product line, deal size or round robin, with SLAs that escalate untouched leads.
• Rotting deal alerts that flag deals with no activity in a set number of days and draft a follow up for the rep to approve.
• Job completion to renewal flows for field service companies, where a finished job creates the maintenance agreement opportunity automatically.
• AI assisted drafting using OpenAI or Anthropic model APIs to summarize call notes, draft follow up emails and suggest next steps, always with a human approving before send.
• Customer health and churn signals pulled from product usage or support systems into the account record.

Each automation Tepia builds ships with an error path: what happens when the API is down, the record is missing a field, or the same event fires twice. That is the difference between an automation your team trusts and one they quietly work around.

Zapier and Make versus custom middleware

Tepia uses Zapier and Make on client projects and recommends them for low volume, one directional tasks with tolerant failure modes, such as posting a new lead to a Slack channel. They stop fitting when any of the following is true, and Tepia then builds custom middleware.

• Data must sync in both directions and conflicts need rules, not last write wins.
• Failures must be retried, logged and surfaced to a human rather than silently dropped.
• Records are sensitive, such as payment data or PHI, and must stay in your own cloud account.
• Transformations need real code: matching customers across systems, currency and tax handling, or batching.

Tepia documents the decision in Discovery so you know exactly which flows stay on Zapier and which move.

How Tepia approaches CRM integration and automation

Tepia applies its six phase process to integration projects, scaled to fit a typically shorter engagement, with a US based project manager throughout.

1. Discovery (typically 1 to 2 months). System investigation of the CRM and every connected system including API limits and auth methods, user interviews with sales, service and finance, and a third party integration review. Deliverables: Investigation Summary, Interview Summary, User Stories and a data flow map showing each field’s system of record.
2. Design. For integration work this means the mapping and rules document, sequence diagrams for each flow, and wireframes for any admin screens or dashboards Tepia builds to monitor the integration.
3. Development and Testing (typically 1 to 3 months). Alpha and Beta schedules, test plans covering edge cases such as duplicate events and partial failures, functional testing against sandboxes, user acceptance testing with real records, and non functional testing for throughput.
4. Training. Remote sessions for admins on the monitoring dashboard and for users on any new CRM fields or workflows, using user story scenarios.
5. Launch (about 1 month). Historical backfill where needed, cutover from manual processes or existing Zaps, and Tepia support reps watching the first sync cycles.

The full method is at tepia.co/process; related work is at tepia.co/our-work.

Frequently asked questions