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CRM Integration

Connect Zoho, HubSpot or Salesforce to everything else.

Your CRM is only as useful as the data reaching it. We wire it to your website, billing, support and marketing tools so records stay current without anyone re-keying them.

KPIs we move

  • Lead response time
  • Sync accuracy
  • Manual hours saved

What’s included

Everything crm integration needs.

Website to CRM

Every form, chat and call routed into the right pipeline instantly.

Two-way sync

Changes flow both directions so no system holds a stale version.

Deduplication rules

Matching logic that stops the same lead landing three times.

Billing & support links

Invoices, subscriptions and tickets visible on the customer record.

Lead routing

Territory, product and workload rules assign owners automatically.

Failure alerting

Broken syncs raise an alert rather than silently dropping records.

Why it matters

Outcomes, not activity.

Instant routing

Leads answered faster

An enquiry reaches the right rep in seconds, not at the end of the day.

One version of the truth

Sales, support and finance stop arguing about whose spreadsheet is right.

Reporting you can defend

Clean, deduplicated data makes attribution and forecasting credible.

Our process

How we deliver it.

01

Audit the stack

We list every system holding customer data and how it currently moves.

02

Design the flows

Direction, field mapping and conflict rules agreed up front.

03

Build & backfill

Integrations built, then historic records reconciled and deduplicated.

04

Monitor

Dashboards and alerts so a broken sync is noticed immediately.

Tools & platforms we use

ZohoHubSpotSalesforceNode.jsWebhooksAWS Lambda

Deliverables

What you’ll get.

  • Integration audit
  • Field mapping doc
  • Built integrations
  • Deduplication rules
  • Monitoring & alerts
  • Runbook

FAQs

CRM Integration questions.

Most commonly Zoho, HubSpot and Salesforce, plus custom systems. If it has an API, it can usually be integrated.
We run a deduplication pass as part of the backfill, with rules you approve before anything is merged.
We build against stable API versions and monitor for deprecations, so changes are handled before they bite.
Yes, most of this work is on CRMs that were already in place long before we arrived.

Ready to build with crm integration?

Book a free 30-minute scoping call. Tell us the problem and we’ll tell you honestly what it takes to solve it.