Your CRM stays the CRM
We do not migrate you for sport. If the current one holds the pipeline, we write to it.
CRM Integrations
The CRM should learn about a lead when the form is submitted, not when someone retypes it. We connect the sources you name — site, inbox, ads lead form — and we map the fields your team actually uses.
- A field map agreed before anything is wired
- A rule for duplicates: match, update, or ask
- A visible failure when the CRM rejects a record
What This Work Is For
The CRM should learn about a lead when the form is submitted, not when someone retypes it. We connect the sources you name — site, inbox, ads lead form — and we map the fields your team actually uses.
- A field map agreed before anything is wired
- A rule for duplicates: match, update, or ask
- A visible failure when the CRM rejects a record
What We Pay Attention To
A few specifics for this kind of work. The contact form is the place to tell us which of them is yours.
Owners
A lead with no owner is unfinished integration. The rule for assignment is part of the job.
History
Notes from the form should land on the record, or the salesperson calls blind.
What the Engagement Looks Like
Capability and process, for this kind of work.
An illustration, not a testimonial
Consider a Nashville-area sales team whose form, inbox, and customer record should refer to the same person. We would look at how that business takes the work in and where it gets stuck, then agree what to change. This describes the kind of situation. It is not a named client and it is not an outcome.
Get Started in 3 Easy Steps!
Ready to transform your business and achieve your goals? Our streamlined process ensures you get the expert support you need without any hassle
Contact
Reach out to us to share your needs and goals. We’ll start by understanding your current situation and the challenges you’re facing.
Discuss
Engage in a detailed conversation to delve deeper into your requirements. We’ll collaborate to develop tailored strategies and solutions that align with your objectives.
Implement
Put the agreed-upon plan into action. We’ll execute the strategies, monitor progress, and make adjustments as needed to ensure successful outcomes and continuous improvement.
Guides on CRM Integrations
CRM IntegrationsSystem IntegrationsDavid Goncalves
Should You Use a Native CRM Connector or a Custom Integration?
Use the native connector when it lands on the same person, and a custom integration when it creates a near-duplicate instead. The service page is the conversation after that.