In today's fast-paced world, businesses need to have a range of tools to ensure they are current with contacts from potential clients, partners or employees.

A key challenge is the greater the number of tools, the greater the complexity. So how should businesses address this challenge?

A great way to get around this is to integrate priority business systems. This ensures a clear flow of information and alerts to the appropriate communication channels.

I recently completed a project with a fantastic client, addressing this very issue.

Their starting position was quite typical. They had three web forms that sent data to a content management system. The client then took this data and copied it to a CRM. Not very efficient.

Thankfully my client is dynamic and always looking to improve how they work.

This is the point where I got involved with the project. The brief? Integrate our web forms (NextJS/Formik) with our CRM (ClickUp) and messaging tool (Slack).

Once I had reviewed the documentation and experimented with the integration options, the way forwards became clear.

The agreed solution was to integrate the web forms to ClickUp using its REST API to POST the data, as new tasks, to specific 'Lists'.

Then, using its native functionality, integrate ClickUp with Slack so that notifications would be generated, in the correct channels, when a new ClickUp task was created.

This took relatively minimal effort. The most time-consuming part was refactoring the functions in the web forms, to the structure for ClickUp and then testing the end to end data flow.

My client was thrilled by the improved workflow and how much time it saved them in manual effort.

Automation can improve customer engagement, improve employee efficiency and reduce operating costs. It doesn't have to be a large project or cost a fortune.

If you want to improve your business's efficiency, get in touch to discuss your requirements.