The free assessment starts by mapping what you already have, so recommendations account for the systems you are keeping.
Signs you need this
- Staff retype the same details into two or three systems to keep them in sync.
- Website inquiries do not reach your CRM unless someone copies them across.
- Critical data lives in an older tool that nobody wants to touch.
- A vendor proposed "rebuild everything" and the cost and disruption stopped the project.
- Your team knows the current CRM well, and replacing it would cost more than the problem it solves.
A practical checklist for connecting what you have
- List every system that holds customer or lead data, and who uses it.
- Note what each tool offers: an API, webhooks, exports, or nothing.
- Decide which system is the source of truth for contacts, appointments and deals.
- Pick the first flow to connect, usually website inquiries into the CRM.
- Map the fields between systems and decide how duplicates are handled.
- Give each integration its own credentials with the least access it needs.
- Test with sample records first, and keep a way to roll back.
- Connect the next flow only once the first runs cleanly.
What can and cannot be integrated
| Your system | What we do | Limits |
|---|---|---|
| Has an API (for example GoHighLevel, HubSpot, Salesforce) | Connect directly so data flows both ways | Depends on what the API exposes and its rate limits |
| Offers webhooks or exports only | Use scheduled exports, imports and triggers | Updates may arrive in batches, not instantly |
| Closed, with no integration layer | Build a secured automation bot that works like an operator, wrapped in FEDLIN controls | Slower and more fragile than an API; needs governing |
| Terms or contracts forbid automated access | Not integrated | We will not work around a prohibition |
Typical risks and how we handle them
- Duplicate or overwritten records. We agree a source of truth and field mapping first, then test on samples.
- A new way in. Each integration or bot is a credential to govern, monitor and lock down.
- Changes in a connected tool. A vendor update can break a link, so connections are monitored after launch.
- Disruption. A phased path avoids one disruptive cutover.
How it works
The work follows the Continuit Methodology, phased rather than all at once.
- Scope and discovery. We map your systems and what each allows. You share access and name the flow that hurts most.
- Build. Canvex Studio modernizes the front end while Automate Shift builds the connections and FEDLIN hardens them. You review each flow.
- Test and launch. We test with sample records, then connect live data. You approve go-live.
- Managed operation. We monitor the links and report. You tell us when a tool changes.
- Graduate as you grow. Integrations from earlier phases carry forward rather than being rebuilt.
How this connects to the rest of Continuit
Integration is where Modernize meetsAutomate: a new front end, and workflows that move data between the tools behind it. Protect & Optimize secures every connection, and the packages show how the scope is bundled.
Frequently asked questions
Do we have to migrate our data?
Not by default. We connect your existing tools instead of moving everything into a new one, so your team keeps the CRM and data formats they know. Where data does need to move, we scope that separately and move it in stages. The assessment starts by mapping what you have, so any recommendation accounts for what stays.
Will there be downtime?
Usually there is no downtime to your existing systems, apart from a restart if one is needed for a system to recognize the new tool. Downtime can be needed if a system was set up incorrectly at first, or if a fundamental change is required to connect it. We scope every integration to minimize downtime and agree the plan with you before any switch.
Which CRMs can you connect to?
We connect to GoHighLevel, HubSpot and Salesforce, and to others on request. What we can do with any tool depends on what it allows: a full API, webhooks, scheduled exports, or nothing at all. We check each tool during discovery and tell you plainly what can be connected and what cannot, before you commit.
What if our system has no API?
For closed systems, Automate Shift can build a secured automation bot that logs in, reads data and passes it to modern systems the way an operator would. FEDLIN wraps it in controls, since a bot is a new credential to govern. It can be slower and more fragile than an API, and some contracts forbid it.
Is it safe to connect older systems to new ones?
It can be, if each connection is governed. Every integration should have its own credentials, only the access it needs, secrets stored properly, and monitoring. An unmanaged connection is a new way in. FEDLIN applies hardening around existing systems as well as new ones, which matters most where the legacy system holds sensitive data.
We're already working with a web agency, a marketing tool, and an IT contractor — can Continuit Web replace all of that?
Often, yes. A lot of clients come to us juggling separate vendors for the website, the lead/automation tooling, and security or IT — with nobody actually accountable when something breaks between them. Continuit Web consolidates that into one team covering all three. We can review what you have today and tell you honestly what should move over and what should stay.
Start with the free assessment, or read the general FAQ first.
More answers are in the general FAQ.