CRM Integration: Automate Requests, Sales, and Communication
CRM Integration: Requests, Leads, and Clients — in One System
We integrate chatbots, websites, and forms with CRM systems to automate request handling, sales, and communication. All inquiries from messengers, landing pages, and forms go directly into your CRM — without manual copying or lost contacts.
We work with Ukrainian CRM systems (SalesDrive, Perfectum, KeepinCRM, KeyCRM) and well-known international platforms — HubSpot, Pipedrive, Zoho, Salesforce. We do not integrate Russian CRMs — only stable, secure solutions.
CRM integration is not just a technical connection. It’s about lead control, process automation, and sales growth. We help build a full cycle: from the first message to deal closure.
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FULL AUTOMATION OF REQUEST PROCESSING
All inquiries from the website, chatbot, messengers, or forms go directly into the CRM — without manual copying, contact loss, or duplication.
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UNIFIED SYSTEM FOR LEAD MANAGEMENT
Managers see all requests in one place, can respond quickly, assign tasks, update statuses, and control sales stages.
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CRM CONNECTION TO OTHER CHANNELS
Integration with email, SMS, Telegram, WhatsApp, Google Sheets, and payment systems — for a complete communication and analytics cycle.
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READY-MADE BUSINESS LOGIC FOR YOUR PROCESSES
We configure scenarios, fields, statuses, automated actions, and reports — tailored to your product, team, and sales model.
CRM Integration Services
01/
Connecting CRM to websites, bots, and forms
Requests from all channels automatically go into the CRM — without manual copying.
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Integration with messengers, email, and payments
We connect CRM with Telegram, WhatsApp, email, payment systems, and Google Sheets.
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Sales funnel and logic setup
We create statuses, tasks, and automated actions — tailored to your processes.
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Synchronization with analytics and UTM tags
We track request sources, channels, and ad performance.
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Import, cleanup, and database structuring
We help transfer data, remove duplicates, and organize your client database.
06/
Testing, documentation, and support
We verify the integration, prepare instructions, and provide post-launch support.
01/
Connecting CRM to websites, bots, and forms
Requests from all channels automatically go into the CRM — without manual copying.
02/
Integration with messengers, email, and payments
We connect CRM with Telegram, WhatsApp, email, payment systems, and Google Sheets.
03/
Sales funnel and logic setup
We create statuses, tasks, and automated actions — tailored to your processes.
04/
Synchronization with analytics and UTM tags
We track request sources, channels, and ad performance.
05/
Import, cleanup, and database structuring
We help transfer data, remove duplicates, and organize your client database.
06/
Testing, documentation, and support
We verify the integration, prepare instructions, and provide post-launch support.
Let’s discuss the project
CRM Integration: How to unify requests, sales, and communication in one system
CRM integration is the first step toward business automation. In today’s digital world, companies that don’t use CRM systems or fail to integrate them with other channels lose requests, duplicate data, and waste resources on manual processing. That’s why integrating CRM with your website, chatbot, messengers, and payment services is not a luxury — it’s a necessity for growth.
CRM System Integration: What it is and why it matters
CRM system integration is the process of connecting your CRM platform with other digital tools: website, forms, messengers, email campaigns, payment gateways, and analytics. The goal is to create a unified ecosystem where all data about clients, requests, sales, and communication is stored in one place.
With CRM integration, you get:
- Automatic saving of requests from website, chatbot, and messengers
- Control over deal statuses and manager tasks
- Analytics on traffic sources, channel performance, and conversion
- Reduced errors and data duplication
- Faster response to customer inquiries
CRM Integration: Systems We Support
We work with Ukrainian CRMs (SalesDrive, Perfectum, KeepinCRM) and leading international platforms — HubSpot, Pipedrive, Zoho, Salesforce. We do not integrate Russian CRM systems — only verified, secure, and scalable solutions.
CRM Integration with Your Website
Your website is the main source of leads. But without CRM integration, form submissions can be lost, duplicated, or delayed. We configure full synchronization: every form, chat, or popup request instantly enters the CRM, receives a status, and triggers a processing scenario.
CRM Integration with Chatbots and Messengers
Chatbots in Telegram, WhatsApp, Instagram, or Facebook Messenger are effective communication channels. But without CRM integration, the bot operates in isolation. We connect CRM to bots so every dialogue, request, or contact is automatically saved in the system, allowing managers to continue working without losses.
CRM Integration with Google Sheets, Email, and Payments
Many businesses use Google Sheets as an intermediate database. We set up two-way CRM integration with spreadsheets, email campaigns, SMS, and payment systems (Fondy, LiqPay, Stripe) so you can see the full picture: who submitted a request, made a payment, opened an email, or abandoned a purchase.
CRM Integration: Typical Scenarios
- Website request → CRM → automatic task for manager
- Bot message → lead creation in CRM → email/SMS reminder
- Payment via form → deal status update in CRM
- UTM tags from ads → source analytics in CRM
What You Get After CRM Integration
- A unified system for client management
- Automation of routine processes
- Fast response to inquiries
- Sales and team performance control
- Analytics on channels, requests, and conversions
CRM Integration Implementation Stages
- Analysis of your business, channels, and CRM
- Integration logic design
- Connection setup, API, webhooks
- Testing, documentation, training
CRM Integration Is an Investment in Scaling
CRM integration is not just a technical solution. It’s a strategic move that enables business scaling without expanding your team. You gain control, speed, transparency, and analytics. Most importantly — increased profit through efficient lead management.
Order CRM Integration
We deliver turnkey CRM integration: from design to launch. We work with Ukrainian and international systems, tailor the setup to your processes, test, document, and support. If you want your CRM to truly work — contact us.
Everything You Wanted to Know About CRM Integration
We work with Ukrainian CRMs (SalesDrive, Perfectum, KeepinCRM, Key CRM) and international platforms — HubSpot, Pipedrive, Zoho, Salesforce. As well as many other systems.
Yes. We connect CRM to Telegram, WhatsApp, Instagram, Facebook Messenger — requests, contacts, and conversations are automatically captured in the system.
Access to your CRM, a description of your business processes, and examples of forms or bots to be synchronized. We design the logic and configure the API ourselves.
Basic integration takes 3–5 business days. Complex scenarios with multiple channels, payments, and analytics — up to 10–14 days.
Yes. We configure two-way integration with Google Sheets, email campaigns, SMS, payment systems, and other services.
Yes. We support the integration, update logic, add new features, and adapt the system to changes in business processes.
