Keep and connect
Use existing software where it fits, then connect the important hand-offs.
Business automation & software integration
Less copying. Better connected systems.
You might not need another app. Probeck can potentially connect the software you already use and automate repetitive processes without replacing everything that already works.
Start with the repeated admin, awkward hand-offs and information that gets entered more than once.
WebsiteCRMConnected workflowPaymentsReporting
Where does the time go?
Repeated admin often hides between systems.
The individual tools may work well. The friction appears in the hand-off.
- “Someone submits a website form, then we enter it into the CRM.”
- “We download a CSV just to upload it somewhere else.”
- “When a customer pays, someone manually updates another system.”
- “We send the same emails whenever a job reaches a certain stage.”
- “We have several good systems, but none of them talk to each other.”
Connect what you already have
Keep the useful systems. Improve the journey between them.
Replacing established software is not always necessary. A focused integration can move agreed information and trigger the next useful action.
System AAn existing service
Integration / APISystem BAnother useful service
WebsiteCRMBusiness systemEmail / payment / reporting
What can be automated?
Start with predictable, repeatable work.
Automation should solve a worthwhile problem. It still needs clear rules, appropriate checks and a way to handle exceptions.
Lead captureCustomer onboardingNotificationsStatus changesData synchronisationPayment workflowsReportingDocument generationScheduled processesFollow-up activity
APIs & integrations
An API can be the doorway between systems.
It is a controlled way for one system to exchange information with another.
What can be connected depends on the access each software provider makes available, its permissions, limits, costs and reliability. Some systems offer a capable API; others support files or restricted connections; some may not provide a practical route at all.
Explore integration guides in the Knowledge CentreAutomation or bespoke software?
Choose the smallest approach that solves the right problem.
Build a small tool
Fill a focused gap with a connector, dashboard or administration tool.
Build an application
Consider bespoke software when the complete workflow needs a closer fit.
For wider custom software, explore Bespoke Applications. Related workflows may also involve Booking Systems, Job Management Systems, Pricing Calculators or Customer Portals.
A simple hypothetical example
One enquiry. One connected next step.
This example demonstrates the idea; it is not a claim about a customer project.
- Website enquiry
- Validate information
- Create CRM lead
- Assign category
- Send acknowledgement
- Notify the right person
How it works
Understand the process before automating it.
- 01Understand the current process
- 02Find repetitive steps
- 03Review the systems
- 04Confirm what can connect
- 05Build and test
- 06Monitor and support
Pricing
Automation & integration projects from £1,500
The final price depends on the systems, API access, business rules, data and monitoring requirements.
Explore central PricingWhat affects the cost?
Number of systemsAPI availabilityBusiness rulesData transformationAuthentication & securityVolume & frequencyError handlingMonitoring
Common questions
Automation & integration FAQs.
Can you connect two systems we already use?
Potentially. The first step is checking the systems, available APIs or data access, supplier terms and the information that needs to move.
What if the software doesn't have an API?
A file import, export or smaller assisted process may still help, but some systems cannot be connected reliably. Probeck would explain the practical options.
Do we need to replace our existing software?
Often, no. If the individual systems work well, connecting them or filling one gap may be more appropriate than replacing them.
Can website enquiries automatically enter our CRM?
Often, where the CRM provides suitable access. Agree the fields, validation, consent, duplicate handling and what should happen if the connection fails.
Can payments trigger other processes?
Potentially. A confirmed payment event could update a status or start an agreed workflow, subject to provider access and careful error handling.
Can you automate emails and notifications?
Yes, where the trigger, recipient, message, consent and exceptions can be defined clearly.
What happens if an integration fails?
The design should include logging, monitoring, safe retries where appropriate and a clear route for investigating records that need attention.
How much does an integration cost?
Cost depends on the systems, access, rules, data transformation, security, volume, testing and monitoring. A review is needed before pricing.
Can you automate a spreadsheet-based process?
Possibly. First understand why the spreadsheet exists and which rules people apply manually. The answer may be automation, a connected tool or a bespoke application.
Knowledge Centre