CRM & Portals
Connect your CRM to accounting, your website, email, phone, payments and everything else, so nobody types anything twice.
If your team types the same customer into the CRM, then your accounting software, then the SMS tool, this page is for you. Superstack offers CRM integration services NZ businesses use to make the CRM the single source of truth, connected to accounting, website, email, phone, payments and marketing, with two-way sync rules and monitoring behind it.
typing the same customer everywhere
CRM integration services that end the retyping
We treat the CRM as the source of truth and wire every other system to it. For each connection we agree what stops being rekeyed and what starts happening on its own. Then we build the sync with conflict rules and monitoring, so a broken link never goes unnoticed.
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A CRM your accounting software integration means you create the customer once, in the CRM, and it appears in your accounting software with the same name, address and contact. Won deals become draft invoices. Payment status flows back, so the account manager sees an overdue balance before the renewal call. MYOB works the same way.
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CRM website integration turns every form on your site into a lead the moment it is submitted, with source, page and every field. No inbox in between. A joinery firm's quote form lands in the estimator's queue with photos attached, and the auto-reply goes out before anyone reads it.
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CRM email and calendar sync with Google Workspace or Microsoft 365 puts every email to or from a known contact on their timeline, and every meeting on the deal. Reps keep their inbox. The office manager checks what a rep promised a customer last month, even after that rep has left.
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Connect Twilio or your phone system and every call and text logs against the customer: who rang, how long, the recording if you keep them, and the SMS thread. When a customer says they were told the job was Tuesday, the office finds the message instead of asking around.
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Stripe and GoCardless payments mark the invoice paid in the CRM and your accounting software at once, and a failed direct debit raises a task instead of a month-end surprise. Shopify or WooCommerce orders land on the customer's history, so a retail team sees one person's online and phone orders together.
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Mailchimp or HubSpot lists stay in step with the CRM: a new customer joins the right list, a lost lead moves to the nurture sequence, and an unsubscribe is an unsubscribe everywhere. A reply to a campaign email shows on the contact's timeline, not in the marketing inbox.
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Two systems that both edit the same customer need rules, or the last save wins. We set which system owns each field: the CRM owns contact details, your accounting software owns the balance, the website owns nothing. Changes flow both ways, and a conflict goes to a review list instead of overwriting.
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We watch every sync. If your accounting software is down, the queued changes retry until they go through. If a record fails because a field is missing, the office gets an alert naming the record and the reason, not a silent gap. A dashboard shows what synced today and what is waiting.
A visitor submits the quote form and the CRM has the lead before the confirmation page loads. The salesperson works the deal as normal. When they mark it won, the CRM creates the contact in your accounting software and raises the draft invoice. Your accounting software sends the invoice status back. When the payment lands, the CRM sends a thank-you SMS through Twilio and the reports update themselves. The only typing in the chain is the customer filling in the form.
Your accounting software take customers and invoices and return payment status. Stripe and GoCardless confirm payments. Google Workspace and Microsoft 365 sync email, contacts and calendars. Twilio logs calls and texts. Shopify and WooCommerce send orders in. Mailchimp keeps lists current. HubSpot and Salesforce sync both ways. Anything with an API is fair game.
Any system with an API connects. Click a logo to visit them.
Xero
MYOB
Stripe
Google Workspace
Microsoft 365
Twilio
Shopify
HubSpotAI is optional, and most integrations are plain rules that need none. It earns a place where the incoming data is unstructured, such as emails and calls. See how we use AI and how it fits into business process automation.
An email to the shared inbox lands on the right customer, filed as a complaint, order change or query.
A rambling enquiry becomes a lead with address, service type and preferred date filled in.
A recorded call becomes a short note and next action, so nobody types it up.
Your existing CRM stays the screen the office works in. The integration layer sits behind it: a sync dashboard of what moved today, a review list for conflicts, and settings for who owns which field. Managers see one record with everything on it.
Staff feel the integrations most on the phone: a call from a known number shows the customer's balance and open jobs before they answer, and a card payment taken on site marks the invoice paid in your accounting software before they drive off.
Because the CRM is the source of truth, a customer portal shows live invoices from your accounting software, order status and the request they emailed, all from one database shared with the office and field apps. Customers stop ringing to ask what they owe.
Any business whose CRM should talk to at least two other systems:
Cleaning and facilities firms syncing contracts to your accounting software and completed jobs to the customer.
TradesQuote forms straight into the CRM, and accepted quotes straight into your accounting software.
RetailShopify orders, in-store sales and support emails on one customer record.
DistributionCall logs, orders and balances together, so nobody sells to an overdue account.
Professional servicesEngagement letters, time billed in your accounting software and every client email in one place.
Quickest start
We connect CRM to accounting, website forms and email using sync patterns we already have. Quickest when the systems are common and the rules simple.
Most common
We build the CRM and its integrations as one platform, so accounting, forms, phone, payments and marketing all read from the same customer record.
Fully bespoke
Bespoke integration work for systems with no standard connector: an industry ERP, a legacy job system or a supplier's portal.
Any CRM with an API: HubSpot, Salesforce, Zoho, Pipedrive, Monday and the CRMs we build ourselves. CRM API integration follows the same pattern whichever product it is. If your CRM is older or home-grown, we look at what it exposes before quoting, and if it has no API at all, we talk about whether the CRM itself is the thing to replace.
Yes, where it should be. Contact details flow both ways between the CRM and your accounting software, so a phone number changed in either place updates the other. Some data is deliberately one-way: invoices go from the CRM to your accounting software and payment status comes back. We agree the direction and owner for every field, and conflict rules handle the rare case where both change at once.
We find out before you do. Platforms announce API changes well ahead, and our monitoring flags any call that starts failing. Keeping the connector current is part of the support agreement, so your accounting software version change means we update the sync and test it, not that your invoices stop flowing. If a platform retires a feature, we tell you what it affects and the options.
No, not from our side. The limits that exist come from the other platform: Your accounting software caps how many API calls an app makes per minute, so we batch changes and queue anything over the limit rather than lose it. For a very large list, we schedule the heavy syncs overnight and keep the urgent ones, like a new lead, immediate.
As a fixed price per connection once we have mapped it. The price depends on how many systems are involved, whether the sync is one-way or two-way, and how much custom logic is involved. After a mapping session we list each connection with its price and the retyping it removes, so you choose the order. Hosting and monitoring are a small ongoing cost, stated up front.
Yes. Keeping the CRM you have is often the right call, and we treat it as the hub, just as we would our own. We connect HubSpot or Zoho to your accounting software, your website, phone and payments, with the same two-way rules and monitoring, and we use the automation those platforms include. If the subscription cost is the real problem, replacing the CRM is a separate conversation.
Built around the way you work.
Your business shouldn't have to fit someone else's software. Tell us how your business works. We'll show you what Superstack can build around it.
List the systems your CRM should talk to. We'll map the syncs and tell you which are quick wins.
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