Integrations & Automation
We connect Norwon to your CRM and existing tools so information moves on its own — no re-keying, no handoffs that fall through the cracks.
Integrations & Automation
Deep CRM and automation expertise is where Norwon's team is strongest. We wire your pipeline so a won deal becomes a booked visit, and a completed assessment flows back automatically.
- CRM intake so won deals create visits and return booking links
- Outbound sync of completed results and signed documents
- Event webhooks wired into your own automations
- Email and SMS deliverability set up on your domain and numbers
- Custom Deluge / API glue between the systems you run
A clear, hands-on process
Map the flow
We map where data starts — your CRM — and everywhere it needs to go.
Connect
We wire intake, results sync-back and webhooks, and set up email and SMS on your domain and numbers.
Verify
We test every path end to end before you rely on it.
Maintain
We keep it running as your systems and needs change.
Deliverables
Concrete things we hand over — not just advice.
- CRM intake that creates visits automatically
- Completed results and signed documents synced back
- Event webhooks wired into your tools
- Email and SMS deliverability configured
- Design-tool connections, including Aurora, where useful
Connects to the tools you already use
CRMs, e-signature, email and SMS, accounting, storage, scheduling and automation — Norwon plugs into the stack your business already runs on, with custom connections our team builds for anything else.
CRM & sales
SalesforceCRM & sales cloud
HubSpotCRM & marketing
Zoho CRMCRM intake & sync
PipedriveSales pipeline CRM
Microsoft Dynamics 365Enterprise CRME-signature & documents
DocuSignE-signature
Adobe Acrobat SignE-signature
PandaDocDocs & e-sign
SignNowE-signatureEmail & messaging
SendGridTransactional email
MailgunEmail delivery API
PostmarkTransactional email
Amazon SESEmail delivery
MailchimpMarketing email
TwilioSMS & voice
SMSText reminders
Microsoft OutlookEmail & calendarAccounting & payments
QuickBooksAccounting
XeroAccounting
FreshBooksInvoicing
SageAccounting
StripePayments
WaveAccountingProductivity & storage
Google WorkspaceMaps, Calendar, Drive
Microsoft 365Office & calendar
SlackNotifications
Microsoft TeamsNotifications
Google DriveFile storage
DropboxFile storage
OneDriveFile storage
NotionDocs & wiki
CalendlySchedulingDesign & automation
AuroraSolar design
ZapierAutomation
MakeAutomation
CustomBuilt for your stackDon't see yours? If it has an API, our team can build the connection — custom integrations are part of what we offer as a services company. Logos are the property of their respective owners.
Frequently asked questions
Which systems can you connect?
Anything with an API. We work with Salesforce, Zoho CRM, Pipedrive and more, connect Google, DocuSign and Twilio, and build custom links where they're needed.
Can you connect solar design tools like Aurora?
Yes. We can push solar assessments into design software such as Aurora, so your design team starts from structured, accurate data.
Can you work with a CRM we haven't set up yet?
Yes — we can design the pipeline and the Norwon connection as part of a new CRM rollout, so intake and sync-back are in place from day one.
Other ways we help
Implementation & Setup
We design and stand up your entire on-site workflow — booking, coverage, forms, messaging …
Learn moreCustom Tooling
When the off-the-shelf option doesn't fit how you work, we build the missing piece — a spe…
Learn moreManaged Field Operations
We can run the operation with you — coordinating specialists, dispatch and the field calen…
Learn moreTraining & Team Enablement
We train your field and office teams on the workflow you'll actually run — so adoption is …
Learn moreReport & Document Design
We design the branded report and documents your customers see and sign — so the thing they…
Learn moreStart with a conversation
Book a call and we'll scope integrations & automation to your operation.