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Current section:Integrations and automation

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Service

Integrations and automation

Move information between systems without relying on people to carry it.

Connected tools and automated handoffs that reduce duplicate entry, manual forwarding, and fragmented data.

BUILT connects websites, forms, CRMs, scheduling platforms, reporting tools, and internal systems so information reaches the right place with less manual intervention. The goal is a more reliable process with clearer ownership, fewer repeated steps, and better visibility into what happens next.

Discuss an integration projectStart with a systems review

Incoming request

Connected workflow

  1. Intake
  2. Route
  3. Update
  4. Notify
  5. Report

System update

  • Contact
  • Status
  • Owner

Assigned owner

Assigned to team

Reporting

Automated handoffsHuman review when needed

Important information should not depend on someone forwarding it

When forms, leads, referrals, approvals, or internal requests move between disconnected tools, staff become the integration. They copy information, forward emails, update spreadsheets, and follow up manually to make sure the next step happens.

  • Information is entered into more than one system
  • Requests depend on staff forwarding or assigning them
  • Status changes are not reflected across the tools involved
  • Reporting must be assembled from incomplete or inconsistent data

Automate the repeatable steps without losing control of the process

Connected automatically

Handled by the system

  • Form and request intake
  • Data validation and formatting
  • Location, service, or team-based routing
  • CRM and platform record updates
  • Notifications and follow-up triggers
  • Reporting and activity logging

Kept with the team

Handled by people where judgment matters

  • Reviewing unusual or incomplete requests
  • Approvals and business decisions
  • Exceptions and edge cases
  • Sensitive customer communication
  • Changing priorities and assignments
  • Final accountability and ownership

What BUILT can deliver

Intake, routing, and handoffs

  • Form and lead-routing workflows
  • Referral, request, and intake automation
  • Approval and notification flows
  • Location, service, or role-based assignments

Platform connections and data flow

  • CRM, scheduling, payment, and marketing integrations
  • Custom API connections and middleware
  • Data synchronization and record updates
  • Imports, exports, and structured data movement

Visibility, reliability, and ownership

  • Reporting dashboards and activity history
  • Error handling, monitoring, and alerts
  • Workflow documentation and ownership
  • Ongoing integration support and improvements

How it works

  1. Map the current handoffs

    We trace how information enters the business, which systems and people touch it, where it is copied or forwarded, and what the next action should be.

  2. Define the source of truth and routing rules

    We identify which system should own each record, what information must move, how requests should be assigned, and where human review is required.

  3. Build the first connected workflow

    We connect the highest-priority systems and automate the most repeatable handoffs in one focused first phase.

  4. Test exceptions and launch

    We validate normal cases, incomplete data, failures, permissions, notifications, and edge cases before moving the workflow into production.

  5. Monitor and improve

    BUILT can continue monitoring the integration, resolving failures, adjusting rules, connecting additional systems, and improving the workflow over time.

How the work is phased

  1. Map current handoffs
  2. Define source and routing
  3. Connect the first workflow
  4. Test and launch
  5. Monitor and improve

Two ways to begin

  • Focused review

    Starting at$2,500

    Best when the current handoffs span several tools, ownership is unclear, or the team needs to determine what should be connected or automated first.

    • The workflow is spread across forms, inboxes, and platforms
    • The source of truth is unclear
    • Staff manually move or reconcile information

    Discuss a systems review

  • Defined project

    Starting at$15,000

    Best when the systems, data flow, and desired outcome are already understood and the team is ready to connect or automate a specific workflow.

    Discuss the project

  • Ongoing development

    Starting at$6,000/month

    For teams that need reserved development capacity, ongoing technical ownership, and a prioritized roadmap.

    Discuss an ongoing partnership

Focused improvements may also be scoped when the work is narrow and clearly defined.

Relevant work

The Value Store It multi-location storage rental platform

Value Store It

SiteLink integration and rental workflow

A connected rental experience from website availability to completed reservation

BUILT created a custom online rental workflow connected directly to SiteLink, allowing customers to view live unit availability and complete the rental process through the website while keeping location and unit data connected to the operational platform.

  • SiteLink integration
  • Live availability
  • Custom checkout
  • Data synchronization
  • Multi-location routing
  • Ongoing technical ownership

View case study

Endeavor DDD website supporting families, service providers, and developmental-disability services

Endeavor DDD

Website and custom service-scheduling platform

A public website and scheduling platform connecting provider availability, family service requests, bookings, and office schedule management.

View work

Best suited for teams with too many manual handoffs

Organizations and teams we commonly help

  • Multi-location service organizations
  • Healthcare, behavioral-health, and home care teams
  • Marketing and operations departments
  • Agencies managing client systems
  • Teams handling intake, referrals, scheduling, or approvals
  • Companies connecting websites to internal platforms

Usually a good fit when

  • Staff copy or re-enter information between tools
  • Leads, referrals, or requests require manual forwarding
  • Several platforms contain different versions of the same record
  • Reporting depends on spreadsheets and follow-up
  • The team needs automation without replacing every existing tool
  • The expected first implementation is $5K or more

Start a conversation

Which handoff is still relying on someone to move it manually?

Share what starts the process, which systems are involved, and where information gets copied, forwarded, delayed, or lost. We will help determine whether the right first step is a systems review or a defined integration project.

Discuss an integration projectDiscuss a systems review
Located in
Salt Lake City, UT