Service · The Plumbing
Platform Integration
Make your stack talk to itself.
Marketing data integration means connecting your ad platforms, website forms, Google Tag Manager, CRM and email tools so data moves between them on its own. I build and monitor those connections for small and mid-size businesses that spend on ads every month. You get one system, instead of leads copied by hand or a Zap that quietly broke last week.
The honest version
Your tools don't talk to each other.
A lead lands in one place, your CRM is somewhere else, your email platform is a third island, and you're either copying data by hand or hoping a flaky Zap is holding it all together. Things fall through the cracks because nothing is actually connected.
- 01
"Leads land in one place, my CRM is somewhere else, and I'm copying data by hand."
- 02
"My Zaps keep silently breaking and I find out a week later."
- 03
"Every new tool is another island and nothing actually talks to each other."
The Approach
How I connect the stack.
- Step 01
Inventory
We list every tool in your stack and where data is supposed to flow between them.
- Step 02
Design
I map the connections, the triggers, and the field mapping before building anything.
- Step 03
Build
I wire it up, no-code where it fits and custom code where it doesn't, then handle the edge cases.
- Step 04
Test
I run real data through it and confirm it holds up, including the failure cases that usually get skipped.
What's Included
What the integration work covers.
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CRM & platform wiring
GHL, Klaviyo, HubSpot, and whatever else you run, connected so records stay in sync instead of drifting apart.
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Webhooks & automations
Make, Zapier, and webhook flows that pass data reliably, not the kind that silently stop one Tuesday.
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Connections built by hand
When the no-code tools can't do it, I write the integration directly so it's reliable and does exactly what you need.
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Data integrity
I make sure the right fields map to the right places so nothing important gets dropped in the handoff.
Scope and price for this work are set after the audit, once I've seen what's actually broken. See how the audit works.
What Success Looks Like
What changes when the tools share data.
- 01
Your tools start telling each other the truth.
One source of identity. The same lead doesn't show up as three different strangers across your stack.
- 02
Nothing goes quiet for a week again.
Failure handling on the cases that actually fail, so you don't find out a Tuesday Zap died a week ago.
- 03
Your team stops doing manual data entry.
The handoffs run themselves. The boring copy-paste work goes away and stays gone.
- 04
You own the system.
No locked-in vendor, no surprise pricing change you can't escape, no platform that holds your data hostage.
From a real account: One contractor's lead tool, Jobber and Facebook each held a different source for the same person. Normalizing identity across the three is what made attribution possible. See the integration in the contractor case study.
FAQ
Questions about platform integration.
Is this just GHL setup?
No. Plenty of shops will set up GHL for you. This is the integration and data layer, making your tools actually move data between each other reliably, which is a different and harder job than standing up a funnel.
What if Zapier can't do what I need?
Then I build it properly. When the no-code tools hit their limit, I write the integration by hand to handle the logic, so you're not stuck with a fragile workaround.
Why do my automations keep breaking?
Usually because they were built without handling the cases where data is missing or a platform changes its API. I build for those cases up front, which is the difference between an automation that runs and one you have to babysit.
Do you work with the tools I already have?
I work with whatever is already running: GHL, Klaviyo, HubSpot, Jobber, Shopify, Make, Zapier. The goal is to connect what you have, not sell you a new stack.
What does a Google Tag Manager consultant actually do for a small business?
Google Tag Manager (GTM) is the container most sites use to load their tracking tags, and it is usually where the mess lives: duplicate tags firing twice, old agency tags still running, a Meta pixel and a Conversions API setup that never got linked, and triggers that fire on the wrong pages. A GTM consultant cleans that up, moves the important events to a server-side container so they survive ad blockers and browser changes, and documents what each tag does so you are not afraid to touch it. On this service page that work sits inside platform integration, because the tag manager is just one of the pipes. The same lead has to carry the same source through GTM, into your CRM, and back out to the ad platforms, or the data is wrong before anyone reads it.
Ready to see what's actually working?
Book a call. I'll walk through what you're running and where the numbers stop making sense. No strings attached.