CRM Integration & Automation
Connect your website and CRM. Automatically forward inquiries.
Do inquiries land in your inbox, only to be forwarded manually—and sometimes left sitting there? We connect your website to your CRM and set up responsibilities, notifications, and coordinated follow-up processes.
Clear scope · Dedicated point of contact
BRIEFLY EXPLAINED
CRM Integration & Automation
Lead automation channels inquiries from forms into a traceable sales process. What matters most is having the right data, clear responsibilities, and a visible processing status—not simply sending out as many automated messages as possible.
What we take care of for you.
01
Form → CRM
We map form fields to the appropriate CRM fields, define mandatory information, and determine how to handle existing contacts and duplicate entries.
02
Responsibility → Task
New requests are assigned according to agreed-upon rules. Your team receives notifications and tasks, ensuring the next step in the process is clear.
03
Status → Overview
We structure processing stages and relevant evaluations. Failed transfers must be identifiable and have a defined manual fallback procedure.
Depending on the project:
- HubSpot
- Zapier
- Python
COOPERATION
A clear path to implementation.
01
Document the process
We track a request from its receipt through to the final response. This process establishes field mappings, defines responsibilities, and sets out a clear target workflow.
02
Connect & test
We set up the integration and test new contacts, duplicates, and error scenarios. Available interfaces and plan limits are verified beforehand.
03
Brief the team
You will receive a documented handover. We will explain how tasks are processed and how problems are identified; additional workflows may follow.
FAQ
Your questions.
Clear answers.
Can you set up HubSpot?
We can set up forms, contact fields, and tailored workflows. The specific automations available depend, among other factors, on your chosen HubSpot subscription plan. License costs are addressed separately in advance.
Do we need to replace our existing CRM?
No. First, we examine your existing system and its interfaces. Depending on your requirements, options may include direct integration, an automation tool, or custom development.
Does the system automatically send out promotional emails?
Only explicitly agreed-upon processes are implemented. Internal notifications, acknowledgments of receipt, and promotional messages are planned separately. Any necessary consents and legal requirements must be clarified in advance.
How can the improvement be recognized?
For example, by looking at the time taken before initial processing, open tasks, and fully documented inquiries. We will agree upon meaningful metrics tailored to your sales process; however, an increase in closed deals is not guaranteed.
Continue thinking beyond the project.
For recurring tasks, we will arrange a suitable, ongoing working relationship.