CRM Integration & Sales Automation
We connect your CRM to your website, ad platforms and sales tools, then automate lead routing, scoring and follow-up — so reps spend time selling, not doing data entry.
-45%avg. lead response time reduction
Is this you?
Signs you need this
- Sales teams manually entering leads into the CRM
- Pipelines where leads sit unrouted for hours or days
- Leadership flying blind on real pipeline health
What you get
Deliverables
- CRM audit and data hygiene cleanup
- Lead capture and routing automation
- Lead scoring and qualification logic
- Sales sequence and task automation
- Pipeline reporting dashboard
How it works
Our process
1
Audit
Assess CRM data quality and current sales flow.
2
Automate
Build lead routing, scoring and follow-up logic.
3
Connect
Integrate CRM with marketing and sales tools.
4
Report
Pipeline visibility dashboard for leadership.
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Questions
Frequently asked
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive and Zoho most often — if you're on something less common, tell us on the discovery call and we'll confirm feasibility upfront.
Our CRM data is a mess — do we need to clean it first?
No, that's part of the engagement. We start with a data hygiene audit before building automation on top of it.
Can this connect to our website forms and ad platforms too?
Yes — lead capture from your site and ad platforms flowing straight into scored, routed CRM records is a core part of this service.