Stop manual data entry and broken funnels. We architect autonomous Revenue Operations systems that synchronize your entire go-to-market stack—Marketing, Sales, and Finance—into a unified source of truth. We build the invisible infrastructure that makes scaling effortless.
For enterprise clients, we prefer robust middleware like n8n (self-hosted) or custom Python on AWS Lambda. Tools like Zapier are great for prototypes but often fail at scale / cost too much for high-volume synchronization.
Can you handle bi-directional sync?
Yes. This is the hardest part of RevOps. We implement 'Source of Truth' logic and conflict resolution to ensure that if a record changes in both systems, the correct update wins without creating loops.
What happens if an API fails?
We build 'Dead Letter Queues' (DLQ). Failed syncs aren't lost; they are caught, logged, and queued for retry. If they fail repeatedly, our team is alerted to investigate the API-level issue.
Is my CRM data safe?
We use OAuth authentication and never store your data persistently in our middleware unless requested for caching. We pass data through encrypted tunnels. We are happy to sign NDAs and DPAs.
Can you clean my existing messy data?
Yes. Before turning on the sync, we often run a 'Sanitization' project to standardize fields, merge duplicates, and backfill missing info so that your automations run on clean fuel.
Client Reviews
★★★★ 4.8
based on 134 reviews
★★★★★ 5
Orders finally match
We had Shopify orders and support tickets living in different worlds, and our sales team was constantly chasing duplicates. AHK.AI audited our HubSpot properties, cleaned up lifecycle stages, and built a bidirectional sync with conflict rules so “last touched” fields don’t overwrite good data. They also set up lead routing by product line and automated Slack notifications for high-value carts. Our reporting is now consistent across marketing and CX, and refunds are handled faster.
Project: Integrated HubSpot with Shopify and Helpdesk, including custom field mapping, bidirectional sync, and lead routing by SKU category.
★★★★★ 5
Clean pipeline visibility
We needed Salesforce and our in-app events to agree on what a “qualified” lead is. Their certified admin mapped objects and custom fields properly, then the automation engineer built middleware logic that dedupes accounts and resolves conflicts when reps edit the same record. They orchestrated workflows in Make to trigger onboarding tasks, renewal reminders, and NPS follow-ups. The health dashboard they delivered (sync failures, latency, and field-level exceptions) saved our ops team hours every week.
Project: Salesforce integration with product event data, Make-based workflows, dedupe logic, and integration health metrics dashboard.
★★★★ 4.5
Better handoffs, compliant
Our patient intake team was juggling Zoho CRM, a scheduling system, and a separate support inbox. AHK.AI reviewed our data model and created a safer mapping approach so sensitive fields were handled consistently and access rules stayed intact. They automated lead assignment to clinics based on ZIP and service line, and set up notifications for urgent requests. There were a few edge cases during the first week, but they patched the workflows quickly and documented everything clearly.
Project: Zoho CRM integration with scheduling and support intake, including routing rules by location and automated alerts for urgent cases.
★★★★★ 5
No more double leads
We run a high-volume team and were losing deals because the same buyer would show up in Pipedrive, our listing portal, and email campaigns. AHK.AI built a clean field transformation layer (phone formatting, source attribution, and agent IDs) and set bidirectional sync with conflict resolution so notes don’t get overwritten. They also automated lead routing by territory and price band. Our agents now trust the pipeline and follow-ups are way more consistent.
Project: Pipedrive integration with listing lead sources and email marketing, including deduplication, routing by territory, and bidirectional sync rules.
★★★★ 4
Solid integration, slower start
We needed HubSpot to talk to our underwriting workflow without breaking audit trails. The architecture was thoughtful: custom objects for applications, field mapping for KYC status, and automated notifications when documents were missing. The only downside was the discovery phase took longer than we expected because our data was messy and definitions weren’t aligned internally. Once we agreed on the model, execution was smooth and the sync has been stable since launch.
Project: HubSpot integration with underwriting pipeline, custom objects for applications, KYC status mapping, and automated document-chase workflows.
★★★★★ 5
Client reporting fixed
As an agency, we manage multiple pipelines and attribution gets complicated fast. AHK.AI standardized our Salesforce fields, mapped campaign metadata, and set up Zapier workflows to push qualified leads into the right account team automatically. They also built a conflict strategy so updates from form fills don’t overwrite rep-entered notes. The result is cleaner MQL→SQL tracking and fewer “where did this lead come from?” meetings. Their documentation made onboarding new AMs easier too.
Project: Salesforce integration with forms and campaign tools via Zapier, including standardized field mapping and lead assignment rules by client.
★★★★ 4.5
Fewer quoting bottlenecks
We manufacture custom parts, so RFQs come in with lots of specs and revisions. AHK.AI connected Zoho CRM to our quoting workflow and created transformations for part numbers, tolerances, and required certifications. The bidirectional sync helped keep sales and engineering aligned when specs changed. A couple of legacy fields needed manual cleanup before go-live, but their team flagged it early and provided a clear migration plan. Quote turnaround time has improved noticeably.
Project: Zoho CRM integration with RFQ/quoting process, custom field transformations for part specs, and bidirectional sync between sales and engineering updates.
★★★★★ 5
Single source of truth
Our consulting firm uses HubSpot for leads and a separate system for delivery status, and leadership wanted unified reporting by practice area. AHK.AI audited our lifecycle stages, built an API-based integration, and added workflow automation for handoffs from sales to delivery. The health metrics were a nice surprise—alerts when sync jobs fail and a weekly summary of exceptions. Now our dashboards actually match reality, and we’re not reconciling spreadsheets every Friday.
Project: HubSpot integration with delivery tracking system via API, automated handoff workflows, and integration health monitoring with exception reporting.
★★★★ 4.5
Admissions runs smoother
We manage inquiries from webinars, campus tours, and partner referrals, and our Salesforce org had inconsistent fields across programs. AHK.AI standardized the schema, mapped custom fields like intended start term and scholarship interest, and implemented routing rules to assign leads to counselors by program and region. They also set up automated email and task reminders when an application stalls. Minor tweaks were needed for international phone formats, but overall the integration is working great.
Project: Salesforce integration for admissions sources, custom field mapping for program/term data, and automated routing and follow-up workflows for counselors.
★★★★★ 5
Ops and sales aligned
We needed Pipedrive to reflect shipment status without reps manually chasing the ops team. AHK.AI designed the integration so deal stages update from our TMS events, with safeguards to prevent accidental downgrades when a record arrives out of order. They built automated notifications for exceptions like detention risk and missed pickup windows. The field mapping (lane, equipment type, accessorials) is spot-on, and the sync has stayed reliable even during peak volume weeks.
Project: Pipedrive integration with TMS shipment events, including stage automation, out-of-order event conflict handling, and exception notifications to sales.
