Integrations & automation
Plain-English guides to connecting your business software and automating repetitive work, from website forms and CRMs to store and accounting sync.
Most businesses run on several apps: a website, a CRM, an email tool, accounting software, a project tool, maybe a store. When they do not talk to each other, people copy information between them by hand. These guides explain how to connect them, which tools to use, and how to keep the connections working.
No technical background is needed. Where a decision needs a developer, the guides say so.
If you only read three things
- What "integrating your systems" means for the basics and the questions to ask.
- Ten automations every small business should have for where to start.
- Keeping automations from breaking silently so they keep working.
Start here
What integrating your systems means
APIs, webhooks and syncs explained without jargon.
Zapier vs Make vs native integrations
Which kind of connection to use for which job.
Common connections
Connecting your website forms to your CRM
Send every enquiry straight into your CRM so no lead is missed.
Syncing your store, accounting and inventory
Keep sales, money and stock in agreement.
Ten automations every small business should have
Practical automations that save time and prevent dropped balls.
Running them well
Keeping automations from breaking silently
Monitoring, ownership and a simple routine.
When a no-code automation becomes a custom integration
The signs you have outgrown Zapier or Make, and how to decide.
Related sections
- Operations & process for fixing how work flows before you automate it
- Payments for how money moves from customers to your bank
- Website care for keeping forms and the site itself working
Go deeper on chykalophia.com
- Free checklistThe tech stack audit checklistCheck whether your stack is helping or quietly taxing the business.
- Our approachWeb developmentBuilds with the monitoring, testing and handoff your team will want.
- Free resourcesGuides, checklists and worksheetsWhat our team uses on every engagement. No email gate.
Talk it through
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What "integrating your systems" means in plain English
A jargon-free explanation of how business software talks to other software, and what to ask before you connect anything.