CRM Integration

CRM Integration

CRM integration means enquiries from every channel are recorded in your CRM automatically and pulled into the sales process. A quote request from a form no longer waits in an inbox: it becomes a customer record immediately, is assigned to the right rep and gets a follow-up reminder.

Which Channels Connect

Website contact and quote forms, WhatsApp messages, online store orders and call records can all be connected. For each channel, a mapping table defines exactly which piece of information goes into which CRM field.

Scope

• Connection of lead sources
• Field mapping and duplicate record control
• Assignment and tagging rules
• Automatic activities and follow-up reminders
• Reporting fields
• Testing and team training

Why It Matters

While enquiries are scattered across email, phone and WhatsApp, follow-up depends on individuals and a forgotten lead is invisible. After integration, every enquiry has a source, an owner, a status and a last-contact date on one screen, and the sales process belongs to the system rather than to a person.

Duplicates and Data Quality

The same customer arriving through two channels corrupts CRM data. Duplicate control is set up on phone number and email, so when a record already exists an activity is added instead of a second card.

Reporting

How many enquiries arrived per channel, how many each rep converted and the average response time become reportable, which is how you find out where the ad budget actually pays off.

Pricing

Pricing depends on the number of channels, the CRM API capability, the number of rules and any data migration. Third-party API and licence fees are not included.

Tell us which CRM and which enquiry channels you use and we will scope the integration.