Automation

KEEP ENQUIRIES
IN ONE PLACE.

CRM integration moves enquiries from supported forms and advertising platforms into your CRM. We map the fields, agree on duplicate handling, and test how records reach your team.

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WHAT’S INCLUDED

CRM Integration

These are the main parts of the service. We confirm the deliverables, responsibilities, and any third-party costs in your proposal.

Connection review

Check your CRM, source platforms, subscription limits, permissions, and available integration methods.

Field mapping

Map agreed contact fields, enquiry details, and source information into the correct CRM fields.

Routing and duplicates

Set agreed ownership rules and a practical way to handle repeat submissions.

Delivery checks

Test real submission journeys and configure agreed failure alerts or a manual recovery route.

GETTING STARTED

What we need
from you.

Share what you have already. We’ll identify missing details and confirm access requirements before work begins.

The CRM and forms or advertising sources you want to connect.

Authorised account access and examples of the fields your team needs.

Your lead ownership rules, duplicate policy, and contact-data requirements.

HOW WE WORK

Connect the tools.
Check every handover.

Start with a useful, repeatable task and keep responsibility clear at each step.

Map the task

Identify the trigger, required data, destination, permissions, and the person responsible for exceptions.

Build and test

Configure the agreed connections and test normal submissions, duplicates, missing information, and failed deliveries.

Document and hand over

Explain the workflow, account ownership, alerts, and manual fallback, then agree on any ongoing support.

QUESTIONS & ANSWERS

Before we
get started.

Need help deciding?
Talk to our team

Can you connect an existing CRM?

Often, provided it has a suitable supported connector or API. We review compatibility before confirming the scope.

Will you migrate old contacts?

A historical data import is separate from connecting new enquiries. We can scope an import after reviewing the data and required cleanup.

Who owns the accounts?

Your business should retain ownership of its CRM and connected accounts. We use the access needed for the agreed work.

CONTACT OUR TEAM

TELL US
WHAT YOU NEED.

Share a few details about your website,
marketing, or server requirements.

Send us a message

Tell us what you need help with.

We’ll use these details to reply to your enquiry.

Book a call

Choose a duration and find your time.

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