Integrations

The full potential of a customized management system is unlocked not only by its multifunctionality but also by its integration with 1C (BAS), the website, telephony, logistics, analytics, and other internal and external systems. Simply implementing a CRM is not enough – it's important to integrate it into the enterprise ecosystem as a central link in the automation chain.

AvadaCRM helps businesses reach a new level of management by setting up individual, custom CRM system integrations tailored to business processes, operational logic, and visual interfaces. If you've already implemented a CRM or are planning to do so, now is the time to consider how to connect it with the rest of your business. CRM system integration isn't just about convenience; it's about your competitiveness today and tomorrow.

CRM integration – what is it?

Comprehensive CRM integration is the foundation of digital transformation: from eliminating manual errors to speeding up work across all departments. And the larger the company, the more critical the relationship between systems becomes.

When a business operates online, integrating your website, CRM, and analytics helps track customer behavior from the first click to payment. Imagine: a customer submits a request on the website, and within a second, a card with their details is created in the management system, a manager receives a notification, IP telephony records the call, and analytics identifies the lead source.

If the website is integrated with the CRM, the process is fully automated, meaning everything happens without a single click from staff. This is exactly how businesses operate, where technology automates routine tasks and frees up resources for growth.

Problems of decoupled systems

CRM integration isn't a bonus, but a necessity for a modern, flexible, and scalable business architecture. Many companies implement a modern management system but continue to use dozens of disparate services, quickly running into a number of limitations.

• Manual data entry. Managers manually import requests from the website, copy information from emails, and fill out tables. This increases the risk of errors and is time-consuming.
• Duplicate information. The same client may log into the system multiple times with different data—through a website form, messenger, or phone call. Without CRM integration with telephony, social media, and the website, multiple, unrelated records are created.
• Fragmented analytics. Marketing sees one set of numbers, sales sees another, and logistics sees a different set. There's no overall picture of the client, acquisition channel, or effectiveness of actions.
• Lost requests and communications. Missed a Direct message, a website form didn't load, a call went unanswered—that's how clients are lost and reputations are damaged.

Unconnected digital tools create information noise, disrupt processes, and rob businesses of flexibility. The larger the system, the greater the damage from fragmentation.

If the CRM system integration with services is not configured, then:

• data is duplicated or lost;
• employees waste time manually transferring information;
• departments are working literally blind, without seeing the full picture;
• the speed of processing requests is decreasing;
• The client feels disconnected and ineffective.

The inability to integrate communication channels and key tools into a single system leads to chaos, errors, and customer loss. In the long term, this isn't just an inconvenience; it's a factor that hinders business growth.

What are the benefits of integrating CRM with services?

Connecting CRM to other systems eliminates process gaps and creates a seamless data processing chain. This approach is called end-to-end automation—when everything from the first contact to closing the deal and subsequent contact occurs within a single infrastructure.

Let's look at an example of what CRM integration is: a customer placed an order on the website → the program automatically created a card → the warehouse received a notification → the accounting department issued an invoice → the manager tracked the delivery status – the marketing department saw the channel the lead came from and the conversion rate, not just the number of clicks. This level of synchronization makes processes transparent, predictable, and easy to scale. The company operates like a well-oiled machine.

Impact on key business indicators

Integrating CRM with the surrounding digital infrastructure directly impacts three key performance indicators:

• Speed. Managers switch between systems less often, don't waste time re-entering data, process requests faster, and make fewer errors.
• Customer experience. When customers don't feel like responsibilities are being shifted between departments and receive fast and accurate information, their trust and loyalty grow. Automatic notifications, accurate status updates, and personalized communication—all of this is made possible through integration.
• Analytics. Only end-to-end integration provides a complete picture: where the client came from, how they interact with the company, how much the request cost, and how much revenue was generated. This is the foundation for a data-driven approach and informed management decisions.

What can a CRM system be integrated with?

Every business is a unique entity, with its own structure, sales channels, and operational challenges. Therefore, we develop custom CRM integrations based on real business processes rather than generic templates.

Let's look at the most in-demand areas that require deeply developed and stable connections:

Integrating CRM with your website and landing pages

Synchronization makes your CMS an extension of your website. Without it, a manager might miss a request, enter a contact information incorrectly, or simply be late with the first call.

Integrating a CRM system with a website allows you to:

• Automatically transfer requests and orders. Any feedback form, order, subscription, or landing page request immediately transfers the transaction to the program.
• Collect behavioral data. You can connect trackers (such as Google Tag Manager) to your CRM to see which pages a user visited, what they viewed, and what sources they came from.
• Work with UTM tags. Each lead is tagged with its traffic source, allowing you to link a specific order to an advertising campaign to evaluate its ROI.
• Sync your customer's CRM card with your personal account so they can see their purchase history, order statuses, manage subscriptions, and contact support.

If a company uses a CRM, website integration can help boost sales and reduce customer acquisition costs. As a result, the business receives not just a lead, but a precise, contextual customer profile – from the first visit to payment.

Communications integration with CRM

Integrating IP telephony with CRM allows you to track call history, evaluate manager performance, and quickly find the information you need:

• All incoming and outgoing calls are automatically recorded and linked to transactions and clients;
• When an incoming call occurs, the client's card, orders, and current tasks are automatically displayed—the operator doesn't need to search manually.

Integrating IP telephony into CRM is critical for sales departments, call centers , service departments, and any companies with active customer support.

Integrating messaging apps with your CRM allows managers to communicate with clients directly from the system, view the full interaction history, and respond to requests promptly. CRM integration with WhatsApp and Telegram allows for:

• respond quickly without switching between tabs, displaying all messages in one window;
• Implement autoresponders and chatbots that will handle popular questions and initial lead assessment.

Considering that customers often prefer to text rather than call, CRM integration with messengers such as WhatsApp, Telegram, and Viber is of great importance.

CRM integration with social media allows you to connect Instagram, Facebook, and other platforms as full-fledged sales and communication channels for:

• receiving requests and messages from social networks directly in the management system;
• tracking comments, mentions and reactions;
• automatic creation of leads from requests;
• distribution of requests between managers;
• analytics on customer acquisition channels.

For example, CRM integration with Instagram allows you to collect requests from Direct, comments, and forms from Stories, generate leads, and manage them centrally.

CRM integration with social media and messaging contacts helps segment your customer base, build personalized sales funnels, and increase customer loyalty.

Integration of CRM with logistics and warehouse systems

Integrating CRM with logistics is especially important for eCommerce and B2C companies. Without it, managers waste time manually creating invoices and copying addresses and tracking codes.

With integration, businesses operate quickly, accurately, and smoothly, even with a large order flow. The program automatically generates a consignment note based on order data, sends it to the client, and updates the delivery status. Clients don't need to log into postal or courier services—they automatically receive the parcel tracking number and status notifications.

Furthermore, logistics scenarios can be automated—for example, if an item is in short supply, the program can suggest a replacement or reroute the order to another warehouse. This reduces the likelihood of errors, speeds up delivery, and increases customer loyalty.

CRM integration with payment systems

A CRM with payment integration becomes a powerful management accounting tool, allowing you to see sales dynamics, track outstanding orders, calculate LTV, prepayment rates, and return rates.

You can directly connect the system to LiqPay, Portmone, Stripe, Fondy, and others. After payment, the program will automatically update the transaction status and notify the manager and client. This ensures fast payment processing, full compliance with legislation, and a minimal risk of errors.

Integration of CRM and Analytics

Without analytics, a business is literally running blind. Integrating Google Analytics with CRM (Facebook Pixel, advertising accounts, and BI systems) provides:

• the ability to build end-to-end analytics from clicks to profits;
• access to dashboards with sales, ROI, LTV and key metrics;
• building an audience for retargeting and launching repeat campaigns based on behavioral triggers;
• transfer of data to Google Ads, Meta Ads and other systems;
• the ability to optimize the budget by eliminating ineffective channels.

These management system integrations are especially important for online stores, agencies, B2B sales, and those investing in digital advertising.

CRM integration with external services and corporate software

We integrate management systems with any services already used in your company, with full customization of synchronization logic:

• email services (Unisender, SendPulse, Mailchimp) for automating email newsletters and triggers;
• educational platforms for transmitting data on course completion, student status, and payments;
• CMS and eCommerce systems – Shopify, OpenCart, WooCommerce, Magento;
• ERP, Helpdesk, booking systems, calendars.

Integration of accounting software into the CRM system

For companies that maintain their records in BAS, M.E.Doc, or 1C accounting systems, CRM integration helps avoid data duplication and automate document flow. Accounting software counts money, CRM helps earn it, and together they create a complete ecosystem where all processes are interconnected – from the first contact with the client to closing the deal and reflecting it in the financial statements. And for this connection to work without manual intervention, proper integration is essential. This is especially relevant for medium and large businesses, where adherence to financial discipline and regulations is crucial.

How does CRM integration with 1C and BAS work?

Integrating CRM and 1C or BAS is the process of establishing two-way communication between these two powerful platforms. Technically, it is implemented through APIs, XML/JSON file exchange, or specialized connectors, depending on your business needs and the version of your accounting software.

Each integration is tailored to specific processes. Let's look at the tasks that integration of a management system with accounting software can accomplish.

• Data update

Without integration, the CRM system and 1C may display different information—for example, product balances may have changed, but a manager is still selling a product that's no longer in stock. With synchronization, data is updated instantly: management sees the latest reports, the sales department sees current balances and payments, and the accounting department sees actual financial transactions. A unified database eliminates duplication of information and ensures that both CRM and 1C data are up-to-date.

• Exchange of information about orders and transactions

Connecting your CRM to 1C allows sales managers to always stay on top of deals, while accounting maintains efficient records. Data on new orders, their statuses, composition, and amounts is automatically transferred from your CRM to 1C for invoicing, generating shipping documents, and accounting for revenue. Payment and order status information is also sent back to the management system.

• Exchange of financial documents

If 1C CRM integration is configured, it can synchronize document flow: invoices, work completion certificates, payment orders, and other financial documents are automatically uploaded to invoices directly from the management system interface. Managers don't need to switch between systems or re-enter them.

• Setting up custom synchronization scenarios

A custom CRM can implement unique integration scenarios tailored to the specific needs of a particular business process. For example, automatic transfer of return data, generation of analytical reports based on aggregated data, key event notifications, and much more.

All data interacts seamlessly, without manual transfer, and therefore without the risk of errors. This isn't just data exchange, but the creation of a unified digital logic where CRM and 1C complement each other.

Risks of integrating CRM with other systems

CRM integration is a serious technological process. Approaching it formally or routinely can lead to unpleasant consequences.

Conflicts and data loss

When data is updated simultaneously in CRM, 1C, and other external systems (or on the website), without a clear priority logic, data may be lost, duplicates, or inconsistent statuses may arise. This can lead to errors in calculations, inventory balances, and analytics. All of this negatively impacts customer experience and internal reporting.

Insufficient data protection

Implementing data exchange between 1C and CRM via legacy protocols, without encryption or access rights control, can create vulnerabilities that lead to data leakage.

Too narrow an integration scenario

Often, standard modules link only basic objects (customers, orders), leaving out important custom fields, specific processes, or embedded data. As a result, users have to perform some of the work manually.

Decreased productivity

Suboptimally configured data exchange – for example, too frequent synchronization of large volumes of data between CRM and 1C can overload the servers, slowing down the operation of both systems.

Lack of scalability

If scalability is not built in, then as the business grows—with the addition of new branches, new processes, and additional accounting systems—it will be necessary to essentially redesign it from scratch.

The AvadaCRM development team connects CRM systems to websites, messengers, and accounting software using a project-based approach, rather than a template. We analyze all business processes, consider data volumes and user needs, select the right connection method, and build in scalability.

We create custom integrations for specific business needs, rather than trying to fit a standard module into a business. This is the only way a CRM truly becomes a process management hub, not just another closed system.

Which CRM is best for integration?

When it comes to CRM system integration, many people look to ready-made CRM systems. However, it's important to remember that every integration with an out-of-the-box CRM system is always a compromise.

Ready-made CRM systems with 1C integration are only capable of basic integrations designed for standard processes. As soon as you want to go beyond the standard framework—for example, custom fields, specific deal statuses, or specific terms for working with counterparties—these solutions begin to break down or require complex workarounds.

A custom-developed CRM allows you to build integration around real business processes rather than platform limitations. This means you can:

• synchronize any data – not only transactions and counterparties, but also custom fields, specifications, calculations, and even attachments;
• flexibly configure exchange rules—for example, what data and in what format to transfer, when to start synchronization, who confirms changes;
• Integrate several accounting systems at once (for example, 1C + website synchronization + warehouse program + ERP), combining them through a single CRM interface.

This approach eliminates gaps between departments, speeds up data processing, and reduces manual entry. Our team develops a CRM that "knows" your accounting system.

Do you want to set up data exchange between your CRM and other systems?

If you need CRM integration, you can order this service from AvadaCRM. Our specialists will develop a custom, unique management system for you, without unnecessary functionality, without compromises, and without "everyone else is doing it this way." You'll enjoy seamless and secure data exchange between your systems, opening up new opportunities for growth and development for your business.

We see CRM integration as part of an automation strategy, not simply a combination of two programs. Therefore, we design your software so it grows with your business, not hinders it.

AvadaCRM team has extensive expertise in developing custom CRM systems and integrating with various internal and external systems. We use modern APIs and data exchange protocols to ensure stability, security, and high-speed data transfer.