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Innovative tools and services designed to address complex challenges today’s digital landscape.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
Hexagon connects CRM, ERP, websites, mobile applications, payments, cloud platforms, and legacy systems through secure integrations designed around data ownership, identity rules, validation, monitoring, and business workflow. For CRM builds, integrations and migrations, see our CRM development services. Hexagon IT Solutions is a U.S. API integration company, led from Draper, Utah since 2007, with 300+ projects delivered.
Connecting a CRM specifically? See CRM integration services for QuickBooks, ERP and marketing tools.
An API connection can technically work while the business still experiences duplicate customers, conflicting record IDs, delayed updates, silent failures, incorrect field mappings, and reports that cannot be trusted.
Hexagon defines which system owns each record, how identities are matched, when data moves, how it is validated, what happens when a request fails, and who is notified before the integration is built.
The objective is not to add more software. It is to create clear ownership, reliable data movement, consistent execution, and reporting the business can trust.
The best integration may use a native connector, direct API, middleware, event-driven workflow, batch synchronization, or a custom API.
A supported native connector meets the required data, timing, and reliability needs.
Typical DeliverableConnector setup, field mapping, permissions, testing, monitoring, and documentation.
Two systems have suitable APIs and a direct governed connection is manageable.
Typical DeliverableAuthentication, endpoints, mappings, transformations, validation, retries, and logging.
Several systems or workflows require orchestration, routing, and centralized monitoring.
Typical DeliverableIntegration layer, queues, transformations, workflow rules, observability, and support model.
A legacy or custom platform does not expose the capabilities required for integration.
Typical DeliverableAPI design, security, business rules, documentation, versioning, testing, and lifecycle support.
Choose the service path based on the workflow, system, data, user, and delivery problem—not a generic list of features.
Document systems, data ownership, record identities, fields, timing, workflows, security, failure scenarios, and reporting needs.
Synchronize customers, accounts, sales, inventory, orders, finance, projects, and operational information across core platforms.
Design secure APIs for internal systems, products, portals, mobile applications, partners, and external services.
Connect cloud platforms, on-premise applications, databases, legacy systems, files, queues, and modern services.
Connect payments, orders, products, customers, subscriptions, portals, websites, and fulfilment workflows.
Monitor health, surface failures, manage retries, update authentication and versions, improve performance, and support changing systems.
Most integration work we see falls into three groups. Each one starts with a free 30-minute review and a written integration spec.
Connect your CRM to ERP, accounting and billing so customers, quotes, orders and invoices stay consistent across systems. See our CRM integration services and ERP services.
Keep the older system that still runs core operations and connect it to modern apps through APIs, database connectors or scheduled file exchange, without a risky full replacement.
Connect payment gateways to your website, CRM, ERP and accounting with reconciliation, refunds and failure handling. See payment gateway integration.
Connecting CRM, Survey, Scheduling, Mobile, and AI Platforms
Orriant operates proprietary wellness platforms and mobile applications supporting coaching, health programs, records, communication, and reporting.
The application environment required information and workflows to move between proprietary platforms, survey and CRM systems, scheduling services, mobile applications, and AI platforms.
Orriant’s public testimonial confirms that Hexagon integrated survey and CRM systems and built several APIs with scheduling and AI platforms as part of its long-term systems-development partnership.
The integrations supported a more connected environment for application workflows, customer information, scheduling, wellness operations, and digital services. Orriant has worked with Hexagon since 2015.
Hexagon IT Solutions has earned positive client ratings and recognition from independent technology and business publications for custom software development, digital transformation, innovation, and technology delivery.
DesignRush
Corporate Vision · 2025 Winner
CIO Bulletin · 2024
Software Development & IT Services
Founded in 2007, Hexagon combines U.S.-led discovery with global engineering and delivery capabilities to help organizations modernize operations through custom technology solutions.
Integration delivery should resolve ownership, identity, mapping, timing, security, failure handling, testing, monitoring, and support before production traffic is enabled.
Identify systems, business events, data owners, users, dependencies, and desired outcomes.
Define records, identities, fields, transformations, timing, authentication, and the integration pattern.
Define validation, retries, duplicate prevention, exception handling, alerts, logs, and access controls.
Develop APIs, connectors, middleware flows, queues, transformations, and administration tools.
Validate normal and failure scenarios, data counts, relationships, timing, performance, and business outcomes.
Enable production flow, monitor health, resolve exceptions, maintain versions, and improve performance.
The integration layer should govern how information is identified, transformed, validated, delivered, monitored, and recovered when a system or request fails.
A successful technology project must protect business information, move data safely, clarify ownership, and support the people who will use the solution every day.
Use secure authentication, role-based access, encrypted data transmission, audit logging, and least-privilege permissions based on the sensitivity of the data and hosting environment. Final controls are confirmed during discovery and solution design.
Plan migration around data assessment, field mapping, cleanup, test migrations, record-count validation, attachment and history handling, cutover, and post-migration checks.
Your business data remains yours. Source-code ownership, licensing, hosting, repository access, documentation, credentials, and handover responsibilities are defined in the proposal and project agreement before development begins.
Design around real user roles, provide training and documentation, validate with users before launch, monitor performance after launch, and improve the solution as business requirements change.
Integration projects are scoped around systems, APIs, records, identities, data volume, synchronization timing, transformations, authentication, business rules, failure handling, monitoring, testing, and support.
Best for a defined connection between two systems with clear data ownership and manageable workflow requirements.
Best for several platforms requiring transformations, orchestration, queues, centralized monitoring, or shared identity rules.
Best for legacy systems, digital products, partner access, complex workflows, or reusable integration capabilities.
Discuss your project →Any API integration company you hire should agree the data rules before it writes code, and should still be accountable after launch. With Hexagon you get:
Systems, endpoints, field mapping, data ownership, sync direction and frequency, and error handling, agreed before the build starts.
Logging, retries and alerts, so failures and duplicates are caught early instead of showing up in reports or customer records.
Clear documentation and source code your in-house IT team can maintain, with ongoing support available if you want it.
Anonymized projects from our portfolio, plus the services that usually sit next to an integration project.
API integration connects existing applications so they can exchange information and trigger workflows. API development creates a new interface that allows a system or product to expose approved data and capabilities to other applications.
Hexagon can integrate CRM, ERP, accounting, websites, mobile applications, payments, eCommerce, portals, marketing, support, document storage, databases, cloud services, analytics, and other business platforms that provide suitable access.
Yes. A legacy system may be integrated through an existing API, database access, secure file exchange, middleware, queues, robotic automation, or a custom API. The approach depends on access, security, data quality, reliability, and supportability.
Real-time integration is appropriate when the next business action depends on immediate information. Scheduled or batch synchronization may be more reliable and economical for large volumes, reporting, or processes that do not require instant updates.
Integration security should address authentication, authorization, encryption, secrets, least-privilege access, input validation, rate limits, logging, data sensitivity, network controls, and credential rotation. Final controls depend on the connected systems and hosting environment.
Reliable integrations should include validation, idempotency or duplicate prevention, retries, exception queues, logs, alerts, reconciliation, ownership, and support procedures. Hexagon defines these controls during integration design.
A written integration spec before any build, clear rules for which system owns each piece of data, monitoring and alerts after go-live, documentation your team can use, and case studies for similar systems. Hexagon has delivered 300+ projects since 2007 and is led from Draper, Utah.
Yes. We connect older systems to modern CRM, ERP and web applications through APIs, database connectors or scheduled file exchange, so you can keep what works while adding new tools.
Yes. We integrate payment gateways with websites, portals, CRM, ERP and accounting, including reconciliation, refunds and handling of failed payments.
Yes. CRM and ERP integration is one of our most common projects: accounts, quotes, orders, invoices and inventory synced in one or both directions with agreed ownership rules.
Share your current systems, workflow problem, desired outcome, users, integrations, and timeline. Hexagon will review the requirement and recommend the most appropriate next step.
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Whether you need custom software, CRM, ERP, AI, automation, integrations, or modernization, tell us what you’re trying to improve. We’ll review your requirements and recommend the most practical next step.
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No sales pressure. Tell us what you’re trying to build, improve, integrate, automate, or replace. We’ll review your answers and come back with a clear recommendation within 1 business day.
Prefer to talk now? Call +1 (801) 259-4800 or book a free 30-minute review.
Custom software, CRM, ERP, AI, integrations, and business systems built to improve how growing organizations operate.
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