If you copy and paste between your CRM, inbox, calendar, and billing system, those tools should be connected. We build integrations that move data between them automatically, so records stay current and nobody re-types anything.
What We Connect
Every manual copy-paste between two systems is a connection waiting to be built.
Leads, customers, and notes stay current across your CRM and the tools around it.
Bookings, confirmations, and reminders flow between your calendar, inbox, and CRM.
Invoices and payments update your records without a second round of data entry.
Calls and messages are logged to the right customer record automatically.
Form submissions become CRM records and trigger the right follow-up.
When no off-the-shelf connector exists, we build one with REST APIs and webhooks.
From Our Work
Our phone line, (980) 340-7493, is answered 24/7 by an AI receptionist we built in-house. It recognizes returning clients by caller ID, sends callers a link to book a consultation, takes messages, logs every call into our Airtable CRM tagged as a prospect or existing client, and emails both the caller and us a confirmation. No data entry required.
Call it yourself: (980) 340-7493Our own product: a Medicare plan and drug-cost comparison site. It turns public CMS data files covering thousands of plans into a fast tool that estimates a full year of drug costs, drug by drug, with an audit script that checks the data each plan year.
Visit OpenBookPlans.comHow We Work
Every engagement follows the same transparent, iterative approach.
We map your highest-friction workflows, clarify business goals, and find where the work creates the most lift.
The plan turns into working products: polished interfaces, connected tools, and reliable automations your team can trust.
Once live, we watch the signals that matter, like uptime, usage, and performance, so you're never flying blind.
Solutions evolve as your business does. We add refinements and new automations, and scale what's working.
Common Connections
Questions
It's a connection that moves data between two systems automatically, so a new lead, booking, or payment shows up everywhere it needs to without anyone re-typing it.
Zapier, Make, and n8n are faster and cheaper for most connections. A custom integration makes sense when volume is high, the logic is complex, or there's no off-the-shelf connector. We recommend whichever fits.
If it has an API, or even a reliable export, we can usually connect it. We confirm what's possible during the free audit.
We can monitor and maintain it for you, or document it so your team can manage it.
Every project is scoped individually, based on what it needs to do and which tools it connects to. A free 30-minute Revenue Leak Audit is the fastest way to get a clear quote.
Get Started
Book a free 30-minute Revenue Leak Audit. We'll map where your team re-types information and show you which connections would save the most time. No pitch, no obligation.
jimmyfrank@sunnydigitalcompany.com