Jan (En Tim) Small

APIs let your website, CRM, and marketing tools work from the same data automatically. This article explains what an API is, what disconnected systems cost you, and what to watch for when you connect them.

A customer of a leasing company updates their address in the customer portal. Two weeks later, a newsletter and an invoice still arrive at the old address, because the CRM and the email platform never received the change. A customer service rep digs through three systems, fixes the address twice by hand, and calls the customer back to apologize.

What does it cost when your systems don't talk to each other?

Most organizations run a CMS, a CRM, an email tool, and often an online store or customer portal too. Each system keeps its own version of the same customer. When something changes, someone has to update it in every system separately.

That costs time and money in three places:

  • Marketing sends campaigns based on outdated data and works with incomplete segments.
  • Sales misses opportunities because a lead from the website form shows up in the CRM days later.
  • Customer service spends more time searching through different databases than helping customers.

Over time, nobody knows which system holds the right data anymore. Teams end up making decisions based on assumptions.

What is an API?

Every system speaks its own language. Without a translator in between, data stays wherever it was entered, and someone has to move it to the next system by hand.

An API, short for application programming interface, solves that. Think of it as an interpreter between two systems. The API defines which data the systems exchange and in what format, so they can communicate with each other behind the scenes.

Say you update a product description in your online store. Without an API, you'd also have to change that text in your CMS, your newsletter tool, and your inventory system. With an API, the change flows to your other systems automatically. You enter it once, and it's updated everywhere.

What does an API integration deliver?

Manual work between systems feels small each time: retyping an address, running an export, pasting a list into Excel. Add it up, though, and it costs hours every week and keeps introducing typos. An API integration takes over that work and makes sure your teams always have current data.

What you gain

Four benefits of API integrations

Automatically in sync
Update information in one place, and your other systems work with the new data right away.
No duplicate entry
Enter customer data, orders, and content once. That saves hours of manual work and cuts out typos.
One customer view for every team
Marketing, sales, and customer service all work from the same up-to-date customer data.
Up-to-date reporting
Report on today's data instead of last week's exports.

What should you watch for when connecting systems?

A quickly built integration often works fine until something changes. A tool gets an update, a field is suddenly renamed, and data stops flowing without anyone noticing. These four steps help you prevent that.

  1. Start with a solid data architecture. Decide up front how your systems connect. Without that plan, you end up with a tangle of one-off connections that's hard to maintain.
  2. Choose a source of truth for each type of data. Agree on which system owns customer data, orders, and content. That keeps systems from overwriting each other's changes.
  3. Build for scale. Start with the integration that saves the most manual work, then expand step by step with the future in mind.
  4. Take care of security and governance. Data exchange needs to meet the right security standards and privacy regulations such as the GDPR.

In practice, the technical side of an integration is rarely the hardest part; deciding which system owns a customer's address, whether that's the CRM, the accounting software, or the portal where customers update it themselves, usually takes more discussion than the build itself.

How True People connects your systems

A one-off connection between two systems often fixes one problem while making the whole setup more complex. That's why at True People we start by looking at your processes, your systems, and your plans for the next few years. Then we decide together which integrations you need.

With our ADAPT data platform, we build a single central layer between your systems. It brings together data from all your tools, manages it in one place, and sends it on to the systems that need it. Your website, CRM, online store, and marketing tools all work from the same data. When you add a new tool later, we connect it to the central layer without rebuilding everything else.

FAQ

Questions about API integrations

An API, or application programming interface, is a fixed agreement on how two systems automatically exchange data. The API defines which data is sent and in what format. That lets a website, for example, send a new inquiry straight to a CRM without anyone retyping it.

APIs keep content and customer data in sync by automatically passing a change in one system on to every connected system. When a customer updates their address in a customer portal, the CRM and email tool receive the new address too. For each type of data, you agree which system is the source of truth, so systems don't overwrite each other's changes.

You can connect almost any system that offers an API, such as a CMS, CRM, ERP system, online store, customer portal, or email tool. Examples include HubSpot, AFAS, Exact, Mollie, and Mailchimp. If a system has no API, automated file exports are often still an option.

Point-to-point API integrations connect two systems directly each time, while a central data layer connects all systems through one hub. With many point-to-point connections, you get a web of dependencies that can break with every update. With a central data layer, each system talks to one place, which makes it easy to add or replace systems.

ADAPT is True People's data platform: a central layer between your systems that collects, manages, and routes data. It lets your website, CRM, online store, and marketing tools all work from the same data. You can connect a new tool to ADAPT without rebuilding existing integrations.

Connecting systems through APIs is safe when you secure the data exchange and agree on who can access which data. That means encrypted connections, access controls per system, and only exchanging the data you actually need. Personal data must also comply with privacy regulations such as the GDPR.

Quick answers to the most common questions about keeping content and customer data in sync with APIs.

Jan Zonder Achtergrond

Are your website and CRM working from the same customer data?