Integrations
Connect Salesforce with your EHR, billing, marketing, messaging, and custom APIs, with ownership, retries, monitoring, and recovery paths built into every handoff.
Tell us which handoff is failing or still depends on re-keying. You can pick a time after sending the context.
By submitting, you agree that GAT Solutions may contact you about this request. We do not sell your information.
Most integrations fail quietly. The invoice never reaches the opportunity. The lead arrives with no source. A sync breaks in March and nobody notices until the numbers are wrong in a board deck in May. The systems were connected; the data just did not survive the trip.
We connect your systems so it does. Every integration we ship is built to fail loudly: when something breaks, the right person sees it that day, with a recovery path, instead of finding out at reporting time. And one senior consultant owns the whole connection, from the system the record starts in to the screen your team reads it on.
This is production work we live in every day. Our own product and our client systems run on the same Salesforce APIs we would wire into your stack, including integrations that have run in production for years. We advise, we build, and then we either run it or hand it over documented.
Behavioral-health integration practice
We have shipped real-time AdvancedMD synchronization and an admission-to-Opus Behavioral Health EHR pipeline. Start with the workflow, confirm API access, and choose the smallest reliable integration shape.
Production evidence
The stack we connect
Representative platforms: the tools we wire into Salesforce most often. If yours isn't here, the APIs underneath usually are.
GTM and communications
Salesforce
One org. One picture of the customer.
Billing, finance and documents
GTM and communications
Salesforce
One org. One picture of the customer.
Billing, finance and documents
And the rest of the roster
Who this is for
Your team copies the same information between Salesforce, billing, and marketing because the systems don't talk.
The last integration worked until it didn't, and nobody found out until the numbers were wrong.
Your engineers can build APIs all day; they just don't want to learn Salesforce's quirks.
Capabilities
Invoices, payments, subscriptions, and customer records synced with Salesforce, so finance and revenue finally reconcile.
Lifecycle stages, lead handoff, and attribution fields flowing both ways, with dedup rules that keep the CRM clean.
SMS, calls, and signature status written back to the record, so reps see the whole conversation without leaving Salesforce.
Middleware chosen to fit the job (native connector, n8n, or custom code), with execution history, retries, failure alerts, and a human recovery path.
Apex callouts, platform events, webhooks, OAuth, and Bulk API for the systems no off-the-shelf connector covers.
Retries, idempotency, failure alerts, and logging as part of the build. An integration you can't observe is an outage you haven't noticed.
Outcomes
Every figure below comes from a client engagement and is attached to the operating system that produced the change.
$10K → $400K/mo
A services business grew monthly revenue from $10K to $400K on the systems we designed and operated: leads routed to the right person immediately, follow-up that happens whether or not anyone remembers, and numbers leadership can act on.
+50%
Follow-up stopped depending on someone remembering. The team converted 50% more leads from the same spend.
Gray was excellent to work with! We needed specific updates in our Salesforce org and he got them done quickly. He was also great at giving us context on the issues we were running into.
How we deliver
We start with the workflow, not the feature request: where work stalls, ownership breaks, data loses meaning, or teams compensate by hand.
Senior consultants design and ship the build in weeks: Salesforce, integrations, and AI where it earns its place.
Documentation, enablement, controls, and instrumentation ship with the build so your team can run it and see what is working.
Questions
Free, 30 minutes, no obligation.
8+Partner firms receiving signed cases automatically, no one chasing
