System Integration

Cross-platform Integrations

Unify your tools. Simplify your workflow.

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At Optima, we specialize in connecting the systems that power your business—whether it’s your CRM, marketing platform, donation tool, e-commerce store, ERP, or scheduling app. Our integrations ensure your data flows seamlessly between platforms, eliminating manual work and unlocking real-time insights across your operations.

From native apps to custom API builds, we help you centralize your tools so your team can focus on what matters most: delivering results.

From native apps to custom API builds, we help you centralize your tools so your team can focus on what matters most: delivering results.

From native apps to custom API builds, we help you centralize your tools so your team can focus on what matters most: delivering results.

Disclaimer: Every system has its limits—results may vary based on platform capabilities. Talk to us to find out what's possible for your tech stack.

HubSpot
Salesforce
Zoho CRM
GoHighLevel (GHL)
Mailchimp
Klaviyo
ActiveCampaign
Constant Contacts
ConvertKit
Campaign Monitor

Shopify
WooCommerce
Magento
GiveSmart
Donately
Donorbox
Square
Stripe

Acumatica
QuickBooks
Xero
Sage 50
Encore ERP (Amtech)
LightSpeed DMS
NetSuite (Limited Mapping)

Zapier
Make (Integromat)
Google Workspace (Gmail, Sheets, Calendar)
Microsoft Outlook & Office 365
Calendly

How it works

Process Is Everything

Simple, streamlined process that delivers results

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Audit Session

We begin by analyzing your current systems, workflows, and data to uncover gaps and opportunities. This deep-dive sets the foundation for everything that follows.

Step 1

Roadmap Presentation

We build and walk you through a custom roadmap—aligned with your goals, timelines, and tech stack—so you know exactly what to expect.

Step 2

Kick-Off

We gather all stakeholders, finalize tools and timelines, and align expectations so your project starts strong and stays on track.

Step 3

Project Implementation

Our team gets to work. We execute with precision, provide ongoing updates, and deliver a solution that’s built to scale—on time and on budget.

Step 4

Let's Talk and See What's Possible!

Contact Now