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Integration Pack
Your website connected to one business tool, so data moves on its own instead of by copy and paste.
If someone on your team copies form leads into a CRM, or orders into accounting, by hand, mistakes and delays are built in. We connect your website to one tool, such as a CRM, payments, shipping, accounting or marketing system. First we agree a field map with you, then we build and test it on your live site, with an email alert if a sync ever fails.
- One tool connected to your website, mapped with you
- Tested end to end with records in both systems
- Email alerts so failed syncs are seen
$1,625
10–20 working days
Optional maintenance $199/mo
What it is
Integration Pack connects your website to one CRM, payments, shipping, accounting or marketing tool, with up to one data flow in each direction. It includes an integration map of fields, triggers and direction, the build on your website, test records checked in both systems, an email error alert and short setup notes for your team.
Why businesses buy it
Copying data by hand between a website and another tool costs time every week and causes quiet errors: a lead never reaches sales, an order never reaches the books. Many integrations are set up quickly and then fail without anyone noticing. This package starts with a field map you approve, so everyone agrees what moves and when. It is tested with real records in both systems before go-live, and an email alert flags any failed sync. Your team gets notes explaining how it works.
Problems this solves
Staff copy orders or leads by hand between systems
We build one integration between your website and a CRM, payments, shipping, accounting or marketing tool. Data moves on its own, with up to one flow in each direction.
Hand-typed records end up with typos and missing fields
An integration map sets out the fields, triggers and direction before building. Test records run end to end and are checked in both systems before go-live.
A connection fails quietly and nobody notices for weeks
An error alert goes to your email whenever a sync fails. Your team hears about the problem straight away, instead of spotting gaps later in a report or a customer complaint.
Nobody on the team knows how the connection actually works
Short setup notes and a written walkthrough explain what the integration does and where it runs. The integration map stays with you for any future changes.
A good fit if
Someone copies data between your website and another tool by hand.
Your site runs on WordPress, WooCommerce or Shopify.
The tool is a CRM, payment, shipping, accounting or marketing system such as HubSpot, Stripe, Xero or Klaviyo.
You can say which data must move, and when.
Not the right fit if
You need several tools connected. Add Extra Integration for each extra tool.
You need a CRM set up from scratch, not just connected. See CRM Starter Setup.
You need old records cleaned or imported. That is quoted through a Change Quote.
You need a custom app or middleware server. Start with a Discovery Sprint.
How it works
- At intake we get access to your website and the tool, and you list the data that must move and when.
- We write an integration map of fields, triggers and direction, and your approver signs it off.
- The integration is built on your website, with up to one data flow in each direction.
- Test records run end to end and are checked in both systems.
- An email alert is set up so your team hears about any failed sync.
- The integration goes live, and you get short setup notes and a written walkthrough.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Website admin access by invite or a key you control.
- Access to the tool you want connected, by invite or a key you control.
- A list of the data that must move, and when.
- One person who approves the field map.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Access to the website and the tool checked, data list reviewed.
Week 1
Integration map of fields, triggers and direction drafted.
Week 1
Field map approved by your named approver.
Weeks 1–2
Integration built on your website and the error alert set up.
Week 2
Test records run end to end and checked in both systems.
Week 2
Go-live, setup notes and written handover report delivered.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 10–20 working days | $1,625 |
What you receive at handover
- An integration map of fields, triggers and direction
- One integration built on your website, with up to one data flow each way
- Test records run end to end and checked in both systems
- An error alert to your email
- Short setup notes and a written walkthrough
- A post-launch support period
Expected benefits and how to measure them
- Can save the hours your team spends retyping data
- Helps keep records consistent between your website and the connected tool
- Makes problems visible quickly through the error alert
- Manual entry time
- Ask staff to log the time spent copying data for two weeks before go-live and two weeks after.
- Data errors
- Count records that needed correcting in the connected tool each month, before and after.
- Sync failures
- Count error alert emails each month to see how often the connection needs attention.
Before you start: Before work starts, record how many records your team moves by hand each week and how long it takes.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The integration is paid once, and the price is shown before you buy. After go-live, the only running cost is any plan or connector the connected tool needs, billed by its maker. Some tools include this on their standard plans, and we confirm it at intake.
Ask about running costsCustom requirements
More than one tool, a custom app or middleware server, or old records cleaned and imported? Add a note at checkout for a written Change Quote. Very large projects use the Custom AI enquiry form instead.
Request a custom versionKeep it running
Tools change their connections from time to time, which can break a sync. After the support period, optional monthly maintenance covers monitoring, fixes, updates, a monthly health report and change hours for small adjustments. You can stop it any month.
$199/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself | Hire a traditional agency | Upmark Labs | |
|---|---|---|---|
| Price | A connector subscription plus your own setup time | Quoted after a technical review | Ours is one fixed price for one integration, shown before you buy |
| Planning | Fields matched by trial and error | A specification written by the agency | Ours agrees a field map with you before building |
| Testing | A single test, if any | Tested to the agency's process | Ours runs test records end to end and checks both systems |
| Failures | Found weeks later when data is missing | Monitored if a retainer is in place | Ours sets an email alert for every failed sync |
Questions about this product
Which tools can the Integration Pack connect to my website?
One tool from a CRM, payments, shipping, accounting or marketing system. Common examples are HubSpot, Zoho, Pipedrive, Stripe, PayPal, QuickBooks, Xero, Mailchimp and Klaviyo, on a WordPress, WooCommerce or Shopify site. If your tool is not on that list, tell us at intake and we confirm whether it can be connected.
Can data move both ways between the website and the tool?
Yes, up to one data flow in each direction. For example, new form leads can go from the website into your CRM, and updated contact details can come back. We agree the fields, triggers and direction in an integration map before building, so everyone knows exactly what moves and when.
What happens when a sync fails?
You get an email alert. Failed syncs are the main risk with any integration, because missing records are easy to overlook. The alert goes to the address you choose, and the setup notes explain common causes and what to check first. During the support period, we fix anything that fails because of how we built it.
Will you clean up or import our old records?
No. The integration moves new data from go-live onward. Cleaning, de-duplicating or importing old records is a separate job, because the effort depends on the state of your data. If you need historical records moved, note it at checkout and we send a written Change Quote.
Do you build custom middleware for the integration?
No. We use the connection methods your website and tool already support, such as plugins, apps, built-in connectors or the tool's own API. That keeps the setup simpler to look after. If your integration needs a custom app or a middleware server, it is outside this package and is quoted through a Change Quote.
Can I connect more than one tool to my website?
Yes, with Extra Integration. Each one adds one more tool with the same scope: a field map, up to one data flow in each direction, test records and an error alert. It is built and tested alongside the first integration. If you need a CRM set up from scratch first, compare CRM Starter Setup.
When will the integration be live?
The delivery time is shown in the price panel before you order. It starts once website access, access to the connected tool and your list of data to move arrive, which should be within 72 hours. Every day of delay beyond that moves delivery by 3 working days. Go-live follows test records checked in both systems.
Who maintains the integration after go-live?
We support it for 30 days after go-live. After that, optional monthly maintenance covers monitoring, fixes when a tool changes its connection, updates, a monthly health report and change hours for small adjustments. Without it, your team handles failures using the setup notes and error alerts. Maintenance can be stopped any month.
Guides on this topic
All guides Stop copying data between your website and your tools.
Order the Integration Pack and get one tool connected to your website, mapped with you, tested in both systems and watched by an error alert.
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