If you have ever copied a customer's details from one tool into another, you have done an integration by hand. An API integration does the same thing automatically.
What an API is
An API (application programming interface) is a defined way for one piece of software to ask another for information or to make a change. Most modern business tools, including CRMs, accounting, scheduling, e-commerce and email platforms, offer one.
Think of it as a service counter with clear rules: you can ask for specific things in a specific format, you need permission, and you get a predictable answer.
How an integration works
An integration is a small piece of software that uses two or more APIs to keep tools in step. A typical one does three things:
- Listens for an event: a form is submitted, a deal is won, an invoice is paid.
- Transforms the data: maps fields from one system's format to another's.
- Sends it on: creates or updates the record in the other system.
Some integrations run instantly, triggered by the event. Others run on a schedule, such as every hour or every night, which suits large data or systems without instant triggers.
Three ways to build one
| Approach | Good for | Watch out for |
|---|
| Built-in connector | Common pairings the vendors already support | Limited control over field mapping and errors |
| Middleware (no-code tools) | Simple, low-volume flows you want to set up quickly | Cost at volume, silent failures, sprawl |
| Custom integration | Business-critical, complex or high-volume flows | Needs development and someone to maintain it |
Many businesses use a mix. The right choice depends on volume, reliability needs and who will maintain it. We compare the options in more depth in Zapier vs custom integration.
What can go wrong
- Duplicates, when the integration cannot tell that two records are the same.
- Overwrites, when two systems both think they own a field.
- Silent failures, when something stops working and nobody notices for weeks.
- API changes, when a vendor updates or retires part of their API.
- Rate limits, when a tool restricts how many requests you can make.
All of these are manageable with clear ownership rules, logging, alerts and periodic review.
Questions to ask before connecting systems
- Does each tool have an API, and does your plan include access to it?
- Which system should own each type of record?
- Does the data need to move instantly, or is hourly or daily fine?
- Who gets told when something fails?
- Who maintains the integration when tools change?
Where to start
Pick the place where people re-type the most information, usually website forms into a CRM, or completed work into accounting. Connect that one flow well, with logging and alerts. Then move to the next.
Our integrations and data page covers how we map, build and maintain connections between business systems.