An Irving consulting firm uses Salesforce for sales, HubSpot for marketing, QuickBooks for finance, and Slack for communication. A deal closes in Salesforce and someone manually notifies finance. Finance manually creates the invoice. That manual step costs hours and sometimes gets forgotten entirely.
We automate the handoffs that cost Irving B2B firms time and money. Sales-to-finance integration, marketing-to-sales lead handoff, project management triggers—the connections that eliminate manual steps and ensure nothing falls through the cracks.
Irving's corporate service providers often work with Fortune 500 operational standards while running on small-business tools. Integration creates enterprise-grade operations from mid-market technology investments.
Manual handoffs between departments causing delays and errors
Disconnected systems requiring duplicate data entry
Scaling challenges as headcount grows and processes strain
Client reporting requiring manual compilation from multiple systems
Automated department handoffs eliminating manual coordination
Unified data across sales, marketing, finance, and operations
Scalable processes that handle growth without proportional staff increases
Client-ready reporting compiled automatically from integrated systems
Direct API connections between your tools and CRM for real-time data flow.

No-code automation workflows connecting hundreds of apps.

Connect lead sources to CRM to pipeline to notifications to reporting.

GTM, GA4, Meta Pixel, and CAPI setup for complete attribution.
Let's discuss how we can help your Irving business grow.