Big Helpers Support
Connecting a website, CRM, and mobile app
Many projects need the website, CRM, and mobile app to share data. For example, a lead from the website may enter the CRM, appear in an admin dashboard, and trigger a mobile notification.
Big Helpers plans integrations by identifying the source of truth. Decide where customer records live, where payments are reconciled, where support tickets are handled, and which system should update others.
Good integration needs clear APIs, authentication, error handling, logging, and retry rules. It also needs ownership: who fixes the issue if one system is working but another system stops accepting data. Documenting this early prevents confusion after launch.
Big Helpers plans integrations by identifying the source of truth. Decide where customer records live, where payments are reconciled, where support tickets are handled, and which system should update others.
Good integration needs clear APIs, authentication, error handling, logging, and retry rules. It also needs ownership: who fixes the issue if one system is working but another system stops accepting data. Documenting this early prevents confusion after launch.