Systems Integration

Connect your critical platforms into one trusted system of record so your teams can work smarter and faster with data they trust.

WHY IT MATTERS

Most companies are awash in disconnected systems: CRMs, ERPs, financial platforms, field service tools, and other platforms that don’t talk to each other. The result? Inefficiencies, data gaps, and frustrated teams. Pyxis builds integrations with HubSpot at the core, ensuring your systems align to support growth.

WHAT THIS CAN INCLUDE

ERP integrations → Power quoting and inventory management
Financial integrations → Loan origination and core processor connections for mortgage and financial institutions
Sales and marketing tools → Orchestrate ABM and outreach workflows
Field service tools → Connect scheduling, payments, and appointments
Custom integrations → Including AI-powered use cases to enable new workflows

HOW WE DO IT

Our process ensures integrations that support systems and people:

1. Discovery and architecture

Map your objects, processes, and data flow
Use integration templates where appropriate

2. Integration design

HubSpot Operations Hub when possible
Partner solutions for complex needs (Zapier, Celigo, MindCloud)
Custom builds when required

3. Implementation

Deliver secure, scalable integrations with documentation
Optimization
Ongoing refinement available through RevOps retainers

WHAT IT SOLVES

With systems integrated, your teams can:

Work from a single source of truth
Enable quote-to-cash workflows
Align sales, marketing, and service handoffs
Eliminate duplicate data entry and bottlenecks
Make decisions with confidence in their data

WHY PYXIS?

We combine the deep technical expertise of a HubSpot Diamond-level organization with the personalized customer experience of a smaller consultancy. And unlike in-house hires, we deliver tested playbooks and faster execution. With Pyxis, you get a boutique, hands-on team that balances technical depth with pragmatic guidance, always focused on driving sustainable growth.