Field Mapping & API Architecture
Technical document with endpoints, triggers, objects and data transformation rules.
Enterprise Connectivity & Automation
Systems Integration
We integrate two or more systems, tools or solutions so information flows in real time, eliminating technology gaps and manual work.
Technology & platforms
Stack & Compatibility
HubSpot CRM
Mercado Libre
Shopify
AWS
Intercom
AircallReal-time synchronization via APIs & Webhooks
Diagnosis
From fragmented data to Total Synchronization
We solve the operational root cause before connecting tools: where the data breaks and who needs it.
Current situation / Problem
- Duplicate manual entry: Sales closes the deal in the CRM and administration copies it manually into the ERP.
- Sales teams blind to each customer's financial or logistics status.
- Disconnection from local marketplaces and e-commerce channels (Mercado Libre, Shopify, etc).
Our solution: Data Sync & Connect
- Automated one-way or two-way synchronization via APIs and Webhooks, as needed.
- 360° visibility in the CRM: invoices, inventory and shipments without leaving the platform.
- Direct integration of sales ecosystems, giving a complete digital view into the sales pipeline.
Roadmap
Technical Implementation Phases
Four phases with defined scope and a verifiable KPI at the close of each one.
- 01
Endpoint Mapping & Architecture
Analysis of both systems' APIs, definition of triggers and field mapping.
Integration Architecture Document signed and approved.
- 02
Middleware Build & Logic
Development of connection logic (via Make, n8n or Custom Code on AWS) and exception handling.
Flows built and validated in a sandbox testing environment.
- 03
User Acceptance Testing (UAT) & Data Validation
Simulation of record creation, updates and deletion across platforms.
0% data packet loss in operational testing.
- 04
Production & Monitoring
Live activation and continuous monitoring during the first 48 hours of data traffic.
99.9% uptime and successful real-time synchronization.
Key component
Data flow diagram
How ERP data and marketplace orders travel bidirectionally into deal stages in HubSpot CRM.
ERP & Invoicing
Invoices, credit notes, available stock and payment statuses.
Marketplaces & E-commerce
Orders across different marketplaces with customer, amount and shipment.
MiddlewareBidirectional
CRM
- 1Deal created in the pipeline
- 2Quote and products
- 3Invoice and payment status visible
- 4Shipment and post-sale tracked
Deliverables
What you receive once the integration is complete
Technical assets and operational documentation to sustain and scale connectivity.
Configured Connection Middleware
Production flows in Make, n8n or custom code on AWS, with exception handling.
Error Monitoring Dashboard
Alerts and a dashboard of failed runs with retries and per-record traceability.
Maintenance Documentation
Operational manual for diagnosis, escalation and evolution of each integration.
Technology stackWebhooksREST APIsGraphQLMakeAWS Lambda
Investment model: hybrid
Setup Fee (initial development) + recurring Fee (maintenance, server and ongoing incident support).
RESULTS & CLIENTS
- 10+
- Years of experience
- 300+
- Projects delivered
- 98%
- Customer satisfaction
Capable of integrating with SAP
“It is a team with excellent and friendly service. They demonstrated great capability to integrate and develop interfaces with the client's systems through sound project management. They rely on tools that enable timely, detailed, and clear tracking, giving the client full visibility into their project and its status.”
Verified HubSpot Partner Review
FAQ
Frequently asked questions
Which systems can be integrated with the CRM?
ERP, e-commerce, logistics platforms, financial systems, marketplaces, POS and PMS (Opera), and conversational channels are integrated through native APIs or middleware.
- CRM: HubSpot, Salesforce, Zoho, Pipedrive.
- E-commerce and marketplaces: Shopify, Mercado Libre, VTEX.
- Conversational: WhatsApp Business API, Aircall, Intercom, Treble.
- ERP and finance: SAP, Defontana, Softland, and proprietary systems.
How is legacy software integrated without a modern API?
When no REST API is available, intermediary layers are used: an intermediate database, scheduled flat-file exchanges, or middleware services.
- Option 1: database connector with read-only views.
- Option 2: file exchange (CSV/XML) at scheduled intervals.
- Option 3: middleware with queues and automatic retries.
- In all cases, the data contract and expected latency are documented.
Is synchronization real-time or batch-based?
Both modes are available: real-time events via webhooks and batch processes for high volumes or systems with API limits.
- Real-time: deal creation, stage changes, and tickets.
- Batch: catalogs, inventories, and nightly reconciliations.
- Failure monitoring with retries and alerts to the responsible team.
How is data protected during integration?
Data is encrypted in transit, credentials are stored in secrets managers, and each connector operates with the minimum necessary privileges.
- TLS encryption and rotatable access tokens.
- API scopes limited to strictly required objects.
- Audit logging of every read and write operation.
- Separate testing and production environments.
What happens to duplicate data when connecting two systems?
Before synchronization, a unique identifier is defined for each entity, and the source database is deduplicated.
- Definition of the master source for each conflicting field.
- Standardization of RUT/NIT, email, and phone formats.
- Automatic merge rules and a manual review queue for ambiguous cases.
How long does a typical integration take?
A standard integration takes between 4 and 8 weeks; scenarios involving legacy systems or multiple entities can extend to 12 weeks or more, depending on the complexity of the case.
- Weeks 1-2: technical discovery and field mapping.
- Weeks 3-5: connector development and unit testing.
- Weeks 6-8: acceptance testing, production deployment, and monitoring.
Who maintains the integration after deployment?
Awtana offers a maintenance retainer that covers monitoring, failure correction, and adaptation to providers' API changes.
- Monitoring of connector errors and availability.
- Updates in response to version changes in connected APIs.
- Response SLA agreed upon based on the criticality of the flow.
Does the integration scale as operational volume grows?
Yes. Connectors are designed with queues, API limit management, and incremental processing to support growth without redesign.
- Incremental processing based on timestamps rather than full scans.
- *Rate limit* management with exponential backoff retries.
- Horizontal scaling of middleware based on load.