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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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.
CRM Integration Services That Connect Your CRM to QuickBooks, ERP and Every Tool Your Team Uses
A CRM is only as useful as the data flowing into it. When it doesn't talk to accounting, ERP, marketing, support or your industry software, people re-key data, numbers disagree and deals slip. Hexagon builds reliable CRM integrations through APIs, middleware and custom connectors, with monitoring so failures never go unnoticed.
What disconnected systems cost you
If two or more of these sound familiar, an integration plan usually pays for itself in saved hours and fewer errors.
Common CRM integrations we build
If a system has an API, webhooks or a reliable export, we can connect it to your CRM.
Accounting: QuickBooks, Xero, Sage, Wave
Sync customers, products, quotes, invoices and payments so a closed deal becomes an invoice automatically and sales sees payment status in the CRM.
ERP: NetSuite, Dynamics, Odoo and others
Connect orders, inventory, fulfillment and account data between CRM and ERP so sales and operations work from the same numbers. See ERP services.
Marketing and forms
Route website forms, ads, email and event leads into the CRM in real time with source tracking, de-duplication and assignment rules.
Payments and billing
Connect Stripe and other gateways for subscriptions, invoicing and multi-currency billing tied to CRM accounts.
Industry systems
Construction, property management, field service, healthcare and e-commerce platforms connected to your CRM, including Procore and property management software. See CRM for construction and CRM for property management.
Email, calendar and collaboration
Microsoft 365, Google Workspace, Teams and Slack connected so activity is logged automatically and the right people are notified.
Built to last, not just to work on day one
Clear data contracts
We map every field, define which system owns each record and agree how conflicts are handled before writing code.
Monitoring and alerts
Every integration logs what it moves, retries safely and alerts your team when something fails, so problems surface in minutes, not at month-end.
Documented and owned by you
You get documentation and, on custom builds, the source code, so you're never locked into one person who knows how it works.
What our integration work has delivered
Our client work is covered by NDAs, so we share outcomes here without names. Detailed walkthroughs and references are available on a call.
Accounting and HR data connected
A common connector for QuickBooks, Xero and Wave, usage data from the HR system and automated multi-currency invoicing through Stripe replaced manual billing across several countries.
ERP data in one dashboard
We connected 15 data points from the operator's property management ERP into a single dashboard used daily by more than 50 people.
Storefront, surveys and apps connected
An integrated onboarding flow connected the online store, a custom survey system and coaching apps so hundreds of new clients each quarter land in the right program automatically.
Field apps synced with the office
Technician mobile apps, scheduling, parts inventory and P&L reporting connected in real time, improving tracking accuracy and reducing travel time.
How an integration project runs
Free 30-minute review
Show us your systems and where data is re-keyed or out of sync.
Integration map
We map systems, records, ownership and data flows.
Scope and estimate
A clear plan, timeline and estimated cost before work starts.
Build and test
Connectors built and tested in sandboxes with real data scenarios.
Launch and monitor
Go-live with monitoring, alerts, documentation and ongoing support.
CRM integration questions, answered
Can you integrate our CRM with QuickBooks?
Yes. We connect Salesforce, HubSpot, Dynamics 365, Zoho, Arches CRM and custom CRMs to QuickBooks Online through its API to sync customers, products, invoices and payments.
Which CRMs do you integrate?
Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Arches CRM and custom-built CRMs, plus most systems that offer an API, webhooks or reliable data exports.
Should we use Zapier or a custom integration?
Zapier-style tools work well for simple, low-volume tasks. When integrations carry financial data, high volumes or business-critical processes, a custom integration with proper error handling and monitoring is more reliable. We'll recommend the right mix.
What happens when an integration fails?
Our integrations log every transaction, retry safely and alert your team when something fails, so problems are caught and fixed quickly instead of discovered at month-end.
How much does a CRM integration cost?
It depends on the number of systems, data volume and complexity. After the free review we map the integration and provide an estimated cost and timeline before any work begins.
Can you fix an integration someone else built?
Yes. We audit the existing connector, document what it does, fix what's failing and add monitoring, or rebuild it when that's more reliable.
Stop re-keying data between systems
In 30 minutes, show us the systems your team works in and where data falls through. You'll leave with a clear integration plan, whether or not you work with us.
Book a Free 30-Minute Review
Pick a time below. You'll talk with our team, not a sales script, and leave with a clear recommendation on what to build, fix or connect.
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Build, Improve, or Connect the Systems Your Business Depends On.
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.
300+
Software projects delivered
37+
Enterprise apps built
150+
delivery team members
10+
countries served
Tell Us About Your Project
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 consultation.
Custom software, CRM, ERP, AI, integrations, and business systems built to improve how growing organizations operate.
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