CRM (Customer Relationship Management) Integration
CRM (Customer Relationship Management) Integration is our service for connecting your website, forms, and other business tools to the CRM platform your sales and support teams actually use, so leads and customer data flow automatically instead of being copied by hand.
Most CRM integration work comes down to mapping data correctly — which website form fields become which CRM fields, how duplicate contacts are handled, and what triggers a new lead versus an update to an existing one. We review your current CRM setup and lead sources, build the integration using the platform's API or existing connector tools, and test the data flow end-to-end before handing it over.
Website-to-CRM Lead Sync
Contact and enquiry forms connected directly to your CRM so new leads land there automatically, without manual entry.
Custom Field & Data Mapping
Website and CRM fields mapped correctly so data lands in the right place instead of a generic catch-all field.
Multi-Platform Support
Integration work across common CRMs including Salesforce, HubSpot, Zoho, and Pipedrive, matched to whichever platform you use.
Duplicate & Data Hygiene Handling
Logic built in to reduce duplicate contact records so your CRM stays usable as lead volume grows.
How it Works
Review Current Setup
We look at your CRM, existing lead sources, and what data actually needs to flow between systems before writing any integration code.
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Build the Integration
We connect your website and tools to the CRM's API or connector, mapping fields and setting up any needed automation rules.
Test & Handover
We test the data flow with real form submissions, fix any mapping issues, and document how the integration works for your team.
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Frequently Asked Questions
We've worked with Salesforce, HubSpot, Zoho, and Pipedrive among others — if your CRM has an API or supported connector, we can likely integrate it.
It depends on how many data sources need to connect and how complex your field mapping and automation rules are. We'll scope a timeline once we see your setup.
Yes, data migration is a related but separate piece of work from live integration — we can quote both together if you're moving to a new CRM.
It depends on the CRM platform, number of data sources, and complexity of the mapping. Contact us for a quote based on your setup.
Admin or API access to your CRM, access to the forms/tools that generate leads, and a contact who understands your current sales process well enough to confirm the field mapping.
We can make adjustments as your forms or CRM setup change — reach out and we'll scope it, whether as a quick fix or an ongoing support arrangement.
Start Your Project?
We're happy to talk through your goals and put together a plan — no obligation, no pressure.
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