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Custom Integrations & Workflow Automation for Complex Businesses

From greenfield setups to legacy system enhancements — we build tailored workflows, APIs, and platform bridges for CRMs, ATS, ERP, HRMS, and more

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Key Benefits

Why Tech-Forward Teams Partner With Us for Custom Solutions:

Custom Workflows & Logic Builders

We design process automations and decision trees across departments — Sales, HR, Finance, Support, Legal — using tools like Make, n8n, Zapier, and custom serverless functions on AWS Lambda or Google Cloud Functions

Robust API Integrations

Secure REST & GraphQL API integrations between tools like Salesforce, HubSpot, Zoho, Razorpay, and more. Includes token management, webhook-based syncs, and two-way data flows

Business Process Automation (BPA)

Digitize operations with AI bots, lead workflows, order/invoice generation, task assignment, approval flows, and internal comms across CRMs, HRMS, ATS, and ERP systems.

End-to-End Department-Wide Digitization

Modular digitization across departments with tools best-fit for your business — including finance, HR, legal, customer support, product, and IT — each mapped, automated, and visually documented.

Integration Areas & Platforms We Work With

Sales & Marketing

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Mailchimp.png
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Operations & Supply Chain

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Finance, Legal & Compliance

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Customer Support & Service Ops

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Tech, Product & Design

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Ready to elevate Your Business Website?
Let’s Talk!

Our Process

1

Needs Discovery & Stakeholder Alignment

We work with department heads to identify friction points and integration gaps.

Architecture Mapping & Platform Selection

2

Choose tools based on scale, flexibility, compliance, and total cost of ownership.

3

Workflow Design & API Planning

 Low-code or full-code solutions using native APIs, middleware, or serverless logic.

Integration, Testing & UAT

4

Robust QA on staging with rollback policies, audit logs, and sandboxing.

5

Documentation, Handoff & Maintenance

SOPs, training docs, dashboards, and optional support retainers.

Client Testimonials

— Alex , HR + Admin lead, fast-growing startup

"We had Zoho CRM, Zoho Books, and Zoho Recruit — but nothing talked to each other. Achin set up the flows, mapped all the fields, and made the data sync seamlessly. Game changer."

 — Sophie , Talent Lead

"We were onboarding new hires through 5 different tools. Ronit helped us centralize everything into Zoho People with custom approval logic. HR feels like less of a fire drill now."

— Harlyn , COO

"Sales was in Pipedrive, marketing in Mailchimp, support in Freshdesk. Deepanshu built a Notion dashboard that pulls in updates from all three — finally, everyone’s on the same page."

 — Carmela, Legal Ops

"Legal reviews were slowing us down. We had contracts stuck in email threads. They integrated DocuSign + PandaDoc with Slack and automated reminders. Now nothing slips through the cracks."

FAQs

  1. Can you integrate our CRM with our ERP or invoicing tools?
     Yes — we’ve built multi-point bridges between Salesforce, SAP, Zoho Books, Razorpay, and more.

     

  2. What if one of our tools has no native integration?
     We use Make, Zapier, or custom Lambda functions to create secure, reliable bridges.

     

  3. Do you support webhook-based or real-time integrations? 
    Yes — including bi-directional syncs using REST APIs, webhooks, and queue-based event triggers.

     

  4. Can integrations be hosted on our own cloud?
     Absolutely — we support AWS, GCP, or Azure-based deployment.

     

  5. What happens if one integration fails?
    We build fallback logic, error logging, Slack/Email alerts, and retry mechanisms into every flow.

Ready to Automate & Scale?
Let’s Get Started!

Elevate your business with Optez's tailored IT solutions and automation expertise. Take the next step towards digital growth and success.

Contact us

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