CRM integrations
We connect HubSpot, Pipedrive or Salesforce to your store, billing and support, so sales and marketing see the full picture of every customer.
Your CRM should know everything your store, billing and support team know about a customer, and the other way around. When it does not, a salesperson calls a customer who filed a complaint yesterday, or marketing sends an offer to someone who has already canceled their subscription. We build a two-way connection that recognizes the same customer across sources, moves customers through your sales stages automatically and records every change.
What you get
- A clear agreement on what moves between systems: contacts, companies, deals and the stages a customer goes through
- Two-way syncing, with a clear rule for which system wins when the data differs
- Duplicates merged when the same customer comes in through different channels
- Lead scores based on what people actually do in your store and with support
- Deals moved through your sales stages automatically
- A record of every change, for review and reporting
When to call us
- CRM data does not match what is happening in your store and support
- Salespeople do not know a customer's history before they call
- Marketing sends offers to the wrong people because it cannot tell who is really interested
- You are moving to a new CRM and cannot afford to lose history
How we work
First we review your CRM and other systems and agree on what moves between them and which system is the authority when data differs. We then trial the connection with one group of customers, such as larger business accounts, and extend it to the rest. Finally, we check everything on real examples together with your sales and support teams.
Frequently asked questions
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