Automation & Integration

We should start with the idea that the business case around using APIs is already established – it’s understood and using them is desirable. When deployed correctly, professional services marketing automation systems allow for the efficient synchronisation of master records and transaction data.

Professional Services Marketing Automation & Integration

We are engaged by professional services firms, such as accounting and legal, requiring immediate access to the wide range of data held in relation to a client. So that teams do not have to hunt through multiple systems, this information needs to be in a single space.

With the constant evolution of APIs, the changes need to be recognised and managed in line with other applications such as marketing programs including social media and email marketing.

We’ve made transformational integration a reality for many professional services firms. With Symphony’s help, you too can greatly reduce or eliminate entirely the delays and inefficiencies which can occur whilst lead nurturing when adding new clients or new client engagements. Through integrating the CRM solution with all other relevant systems, including marketing automation software, client data is repurposed, its potential is enhanced, its quality is maximised.

The Benefits of Automation and Integration from Symphony

New Business Intake


Reducing Data Silos


Reducing Inefficiency Cost & Risk

The Problem

  • Multiple databases that are not integrated creating data silos impacting sales processes, marketing campaigns and automation strategies.
  • Lack of a single view of the client and related data for the business owner.
  • Lack of internal IT resources to manage API connections and integrations.
  • Some applications don’t have APIs and connections need to be built between an API and a target system.
  • The accountancy firm's practice management solution cannot cope with the demands of the marketing and business development teams.
  • GDPR has placed an even greater responsibility on all professional services firms to know where their PII data is stored, shared and also by which systems this data is updated.
  • Error reporting inside APIs differs even more widely than the functionality. Some report, some don’t.

The Solution

  • Discovery - Our functionality will interrogate the target APIs and visually expose the data sets and permissible functions in a browser side-by-side.
  • Transit - The user can create connections between the relevant data sets directly or with complex filters and rules.
  • Connectors - Thanks to our 20 years of experience in this sector, we already know which applications are most widely used, which APIs are most in demand and which systems need to integrate with each other.
  • Security - We ensure that these tokens are passed without intervention and check for any unauthorised decryption or re-encryption.
  • Traffic Manager - As those transactions are being processed, by lead scoring we track and count success and failures and provide notifications / alerts and reports to the end-user in a real-time on-demand reporting platform.



Find Out More

Find Out More

Sym Connect Brochure


Symphony solutions to solve this



Practice Portal

Integrated with

  • SugarCRM

  • Digita

  • Box

  • CCH PM (UK)

  • Advance PM

  • Practice Engine

  • CCH PM (USA)

  • Advance PM

  • Making Tax Digital

  • NetDocuments

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Mazars Saves Over 2,000 Hours Annually

In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.

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Day In A Life Pitcher Partners Steven Clark Outside View Of The Office

Pitcher Partners-Sydney Case Study

With over 250 staff Pitcher Partners Sydney turned to Symphony APS to help them gain greater visibility of the opportunities being pursued in the practice. Find out how we helped Pitcher partners Sydney in our downloadable case study

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Get in touch today

Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…