Website enquiries → CRM leads
Capture form submissions with source, service interest and contact details. Apply agreed matching rules to reduce duplicate records.
CRM Integration ServicesEvery lead.
Every lead.
Every order.
One connected view.
Bring your website, online store and customer conversations into your CRM. Give your team the context to respond faster, follow up consistently and move opportunities forward.
✓ Automatic lead capture✓ Clear ownership✓ Connected customer data
YOUR CUSTOMER WORKSPACEWorkflow preview
Website Online Store Conversations
↓
AC
New enquiryAlex Carter
Example customer record
SourceWebsite enquiryInterestProduct collectionOwnerSales teamNext stepDiscovery call
Contact details + enquiry + order history
↓
Assign an owner Create a follow-up
Illustrative workflow · Configured around your sales process
LESS MANUAL WORK. MORE CONTEXT.CaptureConnectAssignFollow upMeasure
Built around real workConnect the moments
Connect the moments
that move your business forward.
Start with the handoffs that cost your team the most time. We turn them into defined, traceable workflows.
Store orders → customer context
Connect agreed customer and order fields so sales and support can understand a purchase without switching between systems.
New opportunities → the right owner
Route leads by territory, product interest or team rules, with a fallback owner when a record does not match.
Sales stages → follow-up tasks
Create tasks and reminders when a lead arrives or a deal changes stage, so the next action has a clear owner.
Conversations → useful history
Connect supported email or WhatsApp workflows and relevant activity to the customer record, with consent rules built into the scope.
Scattered activity → clearer reporting
Map sources and pipeline stages consistently so your team can review enquiry quality, response activity and sales progress.
E-commerce + CRMA purchase is the start.
A purchase is the start.
Keep the relationship connected.
Give your team a customer view that connects enquiries with buying activity. We define which commerce events belong in your CRM and what should happen next.
Explore E-commerce Development ↗Customer created or updated
Match the contact using agreed identifiers and update only the fields each system owns.
Order placed or status changed
Attach relevant order details and trigger the agreed sales or service task.
Customer needs attention
Route relevant refund or support events to the right team with the order context attached.
Your tools, working togetherKeep the systems you use.
Keep the systems you use.
Connect what matters.
We review your platform editions, API access and required workflows before confirming the integration approach.
CRM & sales
Zoho CRM
HubSpot
SalesforceCustom CRMContacts, companies, opportunities, owners and sales activities.
Websites & commerce
Shopify
WooCommerceWebsite formsCustomer details, enquiries and agreed order events.
Communication & operations
Email
WhatsAppBusiness systems
WhatsAppBusiness systemsSupported messaging, notifications and operational handoffs.
Final compatibility depends on available APIs, account permissions, provider limits and the agreed project scope.
Designed for the exceptions, tooAn integration should do more
An integration should do more
than work once.
We plan how your systems behave when data changes, events repeat or a provider is temporarily unavailable.
Discuss Your Workflow ↗Clear data ownership
Define field mappings, sync direction and which system wins when values conflict.
Duplicate protection
Use record matching and event identifiers to avoid repeated contacts or actions.
Visible failures
Plan retries, error logs and alerts so failed events can be investigated and recovered.
Appropriate access
Scope permissions, protect credentials and transfer only the data the workflow needs.
From disconnected to dependable
A clear plan. A tested handover.
Map the workflow
Identify systems, owners, data fields, trigger events and the business outcome each connection should support.
Define the rules
Agree on matching, sync direction, consent, exceptions and acceptance criteria before development.
Build & validate
Configure connectors or APIs and test normal flows, repeated events, missing fields and provider errors.
Launch & hand over
Roll out the agreed scope, document the workflows and train your team on monitoring and recovery.
Your integration handover
Workflow map · Field mapping · Test results · Access ownership · Error handling guide · Team walkthrough · Agreed support scope
Before we connectYour questions.
Your questions.
Practical answers.
Tell us which systems you use and where manual work slows your team down.
Talk to Our Team ↗Can you integrate our existing CRM?
We begin by checking its API or connector options, account permissions and the workflows you need. We confirm feasibility before committing to an implementation.
Can you connect our e-commerce store?
Yes, where supported interfaces are available. We agree which customer, order and service events should sync, and whether the connection needs to work in one or both directions.
Will the data sync instantly?
The timing depends on the systems involved. Some workflows can use event-driven webhooks; others need scheduled sync. We define the expected timing during discovery.
Can you clean up or migrate our existing data?
Data cleanup and migration can be included as a separate scope. We review duplicates, required fields and mappings, then validate a sample before a wider import.
What happens if an integration fails?
We define how failures are logged, retried and escalated. The handover explains how your team can identify affected records and recover missed events.
How much does CRM integration cost?
Cost depends on the number of systems, workflow complexity, data quality and custom development. Your proposal separates implementation from provider subscriptions and ongoing support.
Make your next handoff automaticLess copying and chasing.
Less copying and chasing.
More time with your customers.
Let’s map the connections that will make the biggest difference to your team.
Plan My CRM Integration ↗