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Umbraco Integrations

Umbraco Integrations

Connect your Umbraco site to the systems your team already relies on.

Your CRM, your booking system, your finance software, none of it should sit on an island. We build the connections that let Umbraco talk properly to the rest of your business.

For Marketing Leads, IT Managers & Digital Teams

You shouldn't be the only person who understands how it all fits together

Marketing leads want leads reaching the CRM cleanly, first time. IT managers want access locked down, not thrown open to every connected system. Digital teams just want a backoffice that still makes sense once the wiring's in. Good integrations serve all three, not just the developer who built them.

We connect Umbraco to CRMs, email platforms, payment providers, internal systems and anything else your business runs on, built through Umbraco's own APIs and webhooks rather than fragile workarounds, and handed over with documentation your team can actually use. Integrations like these sit alongside the rest of our web development work, not as a bolt-on afterthought. That's true whether the job in hand is website design, a full rebuild, or just the plumbing between systems. Umbraco is the digital platform holding all of this together, and the digital solutions we build around it should feel like one system, not five different logins stitched together with hope.

Why Teams come to us?

“Our CRM and our website live in different worlds.”
We build the connection so enquiries land in your CRM the moment they come in, mapped to the right fields, with consent captured properly from the start.
“Half our systems don't talk to each other.”
We work out which system owns which data first, then connect the rest around that, so nothing gets duplicated, overwritten or quietly lost.
“We were quoted one price. The invoices kept coming.”
We scope the integration properly before we start, so the number you signed off is the number you pay, not a moving target.
“If our developer left, nobody could run this.”
Every integration comes with documentation and a proper handover, so you're never the only person who understands how it works.

The Gecko Way™

Our approach to successful projects

Before we open a single API, we want to know what's actually meant to happen, not just which two systems need to talk. If a form submission is supposed to end up as a CRM lead, we want to know what counts as a valid lead, who gets notified, and what happens if the CRM's down when someone submits. We'll ask about your CRM, your email platform, your finance or booking systems, and anything internal like SharePoint that Umbraco needs to reach. Most integration projects go wrong because someone answered "can it connect to X" instead of "what needs to happen, and why". We start with the second question, every time. This groundwork applies whether we're integrating a single form or rebuilding how several systems talk to your Umbraco CMS install. Grand talk about digital transformation aside, the real job here is making sure the systems you already use serve your actual business objectives, not whichever one shouts loudest for attention.

With the full picture, we work out which system owns which piece of data, your CRM for customer records, your finance system for pricing, whichever platform genuinely holds the truth, so nothing ends up duplicated or contradicting itself across systems. We look at whether the connection needs to run one-way or two-way, live or on a schedule, and pick the simplest approach that actually does the job. A direct API integration, a scheduled import, or an event-driven webhook each suit different situations, and we'd rather tell you the simpler option will do than sell you the complicated one because it sounds more impressive. Where it fits into your wider digital strategy matters more than which platform has the flashiest logo.

This is where the build happens, using Umbraco's own APIs, webhooks and Authorised Service framework rather than bolted-on workarounds, so the integration stays stable through future Umbraco upgrades. Every connection gets proper authentication, sensible error handling, and safeguards against duplicate or out-of-order updates. Just as importantly, we build for what happens when something fails, because it eventually will. A CRM handover that fails mid-request should retry and log the problem, not silently drop your customer's enquiry. We'd rather build something that fails safely than something that never fails on the demo and falls over the first busy Monday.

Integrations shouldn't turn your backoffice into a locked-down mystery for the people editing content day to day. We make sure your editors know what's synced automatically, what they can still override, and where to check if something looks off, rather than leaving them guessing at fields that mysteriously won't save. We document every integration properly, what it connects to, how authentication works, and who to call if it needs attention. That documentation goes to your team, not just into our own project notes, so the knowledge doesn't leave when the project does.

Once it's live, we don't just walk away and hope the webhook keeps firing. We monitor what we've built, keep an eye on error logs, and flag anything that needs attention before it becomes a problem you find out about from a client. If an API changes on the other end, a package needs updating, or a new system joins the mix later, we're on hand to adapt it rather than leaving you to reverse-engineer someone else's build. The systems change under you eventually. Our job is making sure that doesn't mean starting again from scratch. That kind of ongoing care is what you'd expect from any Umbraco agency worth its retainer, not just from us.

What's Included in Umbraco Integrations

CRM Integrations

Whether you're on Salesforce, HubSpot, Dynamics 365 or Zoho, the connection is only as good as the data going into it. We map your forms and enquiry points to the right CRM fields, capture consent properly at the point of submission, and make sure a failed handover gets logged and retried rather than silently lost.

For an Umbraco Salesforce integration specifically, that usually means working through Salesforce's own API limits and object structure early, so the connection holds up once real traffic hits it, not just in testing. Getting this right means no part of the customer journey gets lost between someone filling in a form and a salesperson picking up the phone.

And if you're still evaluating CRM solutions alongside the integration itself, we're happy to talk through what each one handles well before you commit to either.

SharePoint & Internal Systems

A lot of the useful information in your business already lives somewhere other than your website, often SharePoint, an intranet, or an internal document system nobody outside IT ever sees. An Umbraco SharePoint integration lets you surface the right slice of that information publicly, or pull structured data the other way, without duplicating content across two places that inevitably drift out of sync.

We build these with proper access control from the start, so an integration that only needs to read a document library never ends up with permission to touch anything else. This kind of build sits closer to systems work than website design, but it still needs the same care over what's public and what stays internal.

Email Marketing & Automation

Mailchimp, Campaign Monitor, Klaviyo, whatever your team already uses, we connect it so sign-ups, preferences and consent flow across cleanly rather than just an email address landing in a list. Getting this right matters more than the connection itself: a proper integration respects what someone actually opted into, keeps that record accurate, and doesn't quietly resubscribe someone who unticked a box.

We'll also make sure the trigger points, a form fill, a purchase, a download, fire reliably, so your automation starts from accurate data rather than guesswork. Get the connection right and these tools can actually support your wider marketing strategies, instead of running as a separate island next to everything else. Get it wrong, and the customer experience feels disjointed from the first email onwards.

E-commerce & Payment

Shopify, Stripe, PayPal or Umbraco Commerce, payment integrations get the most careful treatment of anything we build, because the security stakes are highest here. We keep sensitive payment data out of the CMS wherever possible, working through the provider's own secure checkout rather than storing more than we need to. Stock levels, order status and pricing get synced back cleanly too, so your website is never quietly showing something that isn't true anymore.

We test the failure cases as thoroughly as the happy path, a declined payment, a timeout, a webhook that arrives twice, because that's where a checkout actually earns or loses someone's trust. Whichever of the major e-commerce platforms you're on, the same principles apply: keep sensitive data out of the CMS, and sync stock and pricing back reliably.

Get this wrong and it's not just a technical hiccup, it's a customer experience problem playing out in real time at the checkout. We keep this specific and practical, not another generic list of e-commerce solutions you're expected to bolt on and hope for the best.

Search & Personalisation

Umbraco's built-in search does the job for most sites, but content-heavy or membership sites tend to outgrow it. Tools like Azure AI Search or Umbraco Engage give you results that actually understand intent rather than just matching keywords, and let you personalise what a visitor sees based on what they've already shown interest in. We only recommend this where it earns its keep.

If your site's a few dozen pages, you don't need it. If it's thousands, and people are giving up on search, it's usually the fix. That's a genuine user experience improvement, not just a technical upgrade nobody notices. It's one concrete example of customer-centric design, the kind that separates genuinely user-centric websites from ones that just claim to be.

Webhooks, APIs & Custom Integrations

Some connections don't fit neatly into a category, a booking system, a bespoke internal tool, a supplier portal that only your business uses. For these, we build direct through Umbraco's Management API and webhook framework, authenticated properly and built to fail safely rather than silently.

If there's no off-the-shelf package for what you need, this is usually where we end up, and it's often the most reliable route anyway, because it's built for exactly what your business does rather than adapted from something generic. This is also the approach we'd use for anything built directly against Umbraco CMS itself, since the CMS is designed with exactly this kind of extension in mind.

The same thinking covers custom web applications too, not just integrations between two named platforms, and it's the same approach behind most of our wider web development work. Most digital agencies treat this kind of build as an afterthought once the flashy front end's done. We don't, because a broken webhook is invisible right up until it costs someone a sale.

What's Included in Umbraco Integrations

CRM Integrations

Whether you're on Salesforce, HubSpot, Dynamics 365 or Zoho, the connection is only as good as the data going into it. We map your forms and enquiry points to the right CRM fields, capture consent properly at the point of submission, and make sure a failed handover gets logged and retried rather than silently lost.

For an Umbraco Salesforce integration specifically, that usually means working through Salesforce's own API limits and object structure early, so the connection holds up once real traffic hits it, not just in testing. Getting this right means no part of the customer journey gets lost between someone filling in a form and a salesperson picking up the phone.

And if you're still evaluating CRM solutions alongside the integration itself, we're happy to talk through what each one handles well before you commit to either.

SharePoint & Internal Systems

A lot of the useful information in your business already lives somewhere other than your website, often SharePoint, an intranet, or an internal document system nobody outside IT ever sees. An Umbraco SharePoint integration lets you surface the right slice of that information publicly, or pull structured data the other way, without duplicating content across two places that inevitably drift out of sync.

We build these with proper access control from the start, so an integration that only needs to read a document library never ends up with permission to touch anything else. This kind of build sits closer to systems work than website design, but it still needs the same care over what's public and what stays internal.

Email Marketing & Automation

Mailchimp, Campaign Monitor, Klaviyo, whatever your team already uses, we connect it so sign-ups, preferences and consent flow across cleanly rather than just an email address landing in a list. Getting this right matters more than the connection itself: a proper integration respects what someone actually opted into, keeps that record accurate, and doesn't quietly resubscribe someone who unticked a box.

We'll also make sure the trigger points, a form fill, a purchase, a download, fire reliably, so your automation starts from accurate data rather than guesswork. Get the connection right and these tools can actually support your wider marketing strategies, instead of running as a separate island next to everything else. Get it wrong, and the customer experience feels disjointed from the first email onwards.

E-commerce & Payment

Shopify, Stripe, PayPal or Umbraco Commerce, payment integrations get the most careful treatment of anything we build, because the security stakes are highest here. We keep sensitive payment data out of the CMS wherever possible, working through the provider's own secure checkout rather than storing more than we need to. Stock levels, order status and pricing get synced back cleanly too, so your website is never quietly showing something that isn't true anymore.

We test the failure cases as thoroughly as the happy path, a declined payment, a timeout, a webhook that arrives twice, because that's where a checkout actually earns or loses someone's trust. Whichever of the major e-commerce platforms you're on, the same principles apply: keep sensitive data out of the CMS, and sync stock and pricing back reliably.

Get this wrong and it's not just a technical hiccup, it's a customer experience problem playing out in real time at the checkout. We keep this specific and practical, not another generic list of e-commerce solutions you're expected to bolt on and hope for the best.

Search & Personalisation

Umbraco's built-in search does the job for most sites, but content-heavy or membership sites tend to outgrow it. Tools like Azure AI Search or Umbraco Engage give you results that actually understand intent rather than just matching keywords, and let you personalise what a visitor sees based on what they've already shown interest in. We only recommend this where it earns its keep.

If your site's a few dozen pages, you don't need it. If it's thousands, and people are giving up on search, it's usually the fix. That's a genuine user experience improvement, not just a technical upgrade nobody notices. It's one concrete example of customer-centric design, the kind that separates genuinely user-centric websites from ones that just claim to be.

Webhooks, APIs & Custom Integrations

Some connections don't fit neatly into a category, a booking system, a bespoke internal tool, a supplier portal that only your business uses. For these, we build direct through Umbraco's Management API and webhook framework, authenticated properly and built to fail safely rather than silently.

If there's no off-the-shelf package for what you need, this is usually where we end up, and it's often the most reliable route anyway, because it's built for exactly what your business does rather than adapted from something generic. This is also the approach we'd use for anything built directly against Umbraco CMS itself, since the CMS is designed with exactly this kind of extension in mind.

The same thinking covers custom web applications too, not just integrations between two named platforms, and it's the same approach behind most of our wider web development work. Most digital agencies treat this kind of build as an afterthought once the flashy front end's done. We don't, because a broken webhook is invisible right up until it costs someone a sale.

"When a webhook fails partway through, our job is making sure the enquiry gets logged and retried automatically so the sales team never even knows there was a problem."

Cristiano Martins, Senior Full Stack Developer at Gecko

Integration Project Case Study

(Placeholder) [We don't yet have a confirmed, permissioned Umbraco integrations case study to feature here. Once a suitable project is signed off for public use, this section should describe the specific systems connected, the business problem it solved, and the practical difference it made, written in the same tone as the rest of the page rather than as a generic outcome claim.]

Pet Blood Bank v1

FAQs

Pretty much, if the system has an API, a webhook, or even just an embeddable script, Umbraco can connect to it. How much work that takes depends on the system. Popular platforms like Salesforce, HubSpot or Mailchimp already have well-documented APIs, which makes the build more predictable. Older or more bespoke internal systems sometimes need more thought, particularly around authentication and error handling. Either way, the right first question isn't whether it's technically possible, it's what needs to happen between the two systems, and why, before we touch any code. Because Umbraco CMS is built around open APIs and webhooks, that flexibility is there from the start, not bolted on afterwards. Different systems create different digital experiences depending on how well they're stitched together, which is exactly why we start with the business process rather than the tech question.

Yes. We regularly build Umbraco CRM integrations for Salesforce, HubSpot, Dynamics 365 and Zoho, among others. The depth of the integration depends on what you actually need: simple lead capture from a contact form is a different job to a full customer portal with two-way sync. We'll help you work out which one your business genuinely needs, because the simpler option is usually the better one, not the fallback.

Yes, this is one of the more common requests we get. Salesforce has its own API structure, object model and rate limits to work within, so we scope this properly before development starts rather than discovering the constraints halfway through a build. Most Salesforce integrations we build centre on lead and enquiry capture, keeping contact records accurate, and making sure a failed handover gets retried automatically rather than lost.

Not if it's built properly. A poorly implemented integration, one that calls a third-party system directly on every page load with no caching or error handling, will slow things down and cause problems when that system's briefly unavailable. We build integrations to run asynchronously where possible, cache sensibly, and fail without dragging the rest of the page down with them. A slow, clunky digital experience undoes the good work of a nice-looking site fast, and speed is one of the first things visitors notice even if they can't say why.

Yes, when they're built with security in mind from the start, which is how we approach every one. That means proper authentication, API keys and credentials kept out of anywhere they shouldn't be, and each integration given only the access it actually needs. A connection that only needs to create CRM leads, for instance, shouldn't also have permission to delete customer records. We build to that principle by default, not as an afterthought.

It gets logged, and where it makes sense, retried automatically, rather than silently disappearing. A good integration isn't one that never fails, because eventually something on the other end will be down, slow, or changed without warning. It's one that fails safely: a lost CRM handover should store the enquiry and try again, not quietly drop it. We plan for this from the start rather than treating it as a bug to fix later.

Not if they're built with your editors in mind, which they should be. We make sure it's always clear what's synced automatically, what your team can still edit directly, and where to check if something looks wrong. The goal is an integration your editors barely notice day to day, not one that turns simple content edits into a guessing game.

It depends entirely on what's being connected and how much complexity is genuinely involved, so we won't give you a number until we understand your systems properly. A single CRM connection for lead capture is a much smaller job than a two-way sync across several internal systems. We scope this properly during the Gather and Evaluate phases of our process, so the timeline and cost you're given is one we can actually hold to.

Send us a note about the systems you're hoping to connect and what you're trying to achieve, and we'll take it from there. Get in touch and we'll set up a time to talk through what's actually needed before anyone mentions cost or timescales.

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