How do I connect all my business apps together?
Decide which system owns each kind of data, then connect the others to it. Use each app's API to read and write, webhooks to react the moment something changes, and a unique key per record so syncing never creates duplicates. Software without an API is connected through its exports, its database or its screens.
Updated 8 November 2026.
This page answers
- How do I connect all my business apps together?
- Can you integrate my CRM with my accounting software?
- How can I automatically sync data between different systems?
- Can I connect my website to my internal business software?
- How do I automate data transfers between Google Sheets and my database?
- How do I connect software that doesn't have a built-in integration?
- Can I automate workflows using webhooks?
- How do I prevent duplicate records when syncing multiple apps?
- Can you design a central system that connects all my business tools?
Ways to connect
| Method | Use it when | Example |
|---|---|---|
| API | The app has one (most modern software does) | Create an invoice in the accounting app when a deal is won in the CRM |
| Webhook | You need to react the moment something happens | The shop sends each new order to your system as it is placed |
| Database access | In-house or older systems | Read stock levels from the ERP's database through a read-only role |
| File export and import | The system only exports Excel or CSV | Read the nightly export, prepare an import file for the other system |
| The system only sends notifications | Read order confirmation emails and turn them into records | |
| Screens through a browser | No API, no export, such as a supplier portal | Log in with the agent's own account and fill the form |
Sync without duplicates
- One system owns each kind of record: the CRM owns customers, the accounting app owns invoices, the shop owns orders.
- Every record carries the owner's ID in the other systems, and writes are upserts: update if the ID exists, create if not.
- Matching on email or tax number catches records created by hand before the sync existed; doubtful matches go to a person.
- Each write carries an idempotency key, so a retried write does not create a second record.
- Changes are logged on both sides, so a wrong update can be traced and undone.
One central system
For a small business, a central system is often a database plus a set of connectors, with one record per customer, product and order and the IDs used in every other app. Your apps stay; the central layer keeps them consistent and gives the agents and reports one place to read from.
Questions
Can you connect our CRM to our accounting software?
Yes, through both APIs: won deals become customers and invoices, and payments update the deal. One side owns each record.
Our software has no integration. Can it still be connected?
Usually: through its database, its exports, its emails or, as a last resort, its screens.
Should I replace Google Sheets with a database?
When several people or systems write to the same sheet, or it grows past a few thousand rows, a database with the sheet as a view is safer.
Agents for these jobs
- AI agent for your ERP system
- AI agent for Excel and spreadsheets
- AI agent for data entry
- AI agent that works in your websites and portals
- AI agent for order processing
More automation questions
- What business tasks should you automate first?
- How do I find the repetitive tasks worth automating?
- How do I make automations and AI agents ask for human approval?
- Should I use Zapier, Make or n8n for my business?
- Why build an AI agent in code instead of Zapier, Make or n8n?
- How do I calculate the ROI of automating a task?
- How do I automate my business step by step? A six-month roadmap
- How do I build an AI agent that runs part of my business?
- How do I give an AI agent access to my CRM, email and databases?
- Can multiple AI agents work together to run my company?
- How do I automate with AI agents without compromising security?
- How do I make sure my automations and AI agents actually work?
- Can I automate my entire business, and where do I start?
- How do I hire someone to build an AI agent for my business?
- Can an AI agent run on our own servers so our data never leaves the company?
- What does an AI agent development project look like, step by step?
- How much does it cost to build a custom AI agent?
Want an agent built for this?
We build AI agents in code, connected directly to your systems, with no per-task fees. Write a few lines about the work you want to automate and the systems you use; we reply to set up an online intro call.
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