Let Your Data Flow on Its Own with CRM Integration
If your CRM doesn’t talk to other systems, data is still moved by hand. We connect forms, WhatsApp, email, ERP and accounting to your CRM for one up-to-date customer record.
- HubSpot, Pipedrive, Salesforce, Zoho and custom CRMs
- Web forms, WhatsApp, email and ad channels
- Sync with ERP, accounting, quoting and invoicing systems
Let’s review your process
Tell us briefly what you do today. We will point out what can be automated and how — free of charge.
Is your CRM a data island?
Web form requests are typed into the CRM by hand
WhatsApp conversations don’t appear on the customer record
Sales lives in the CRM, invoicing and collections elsewhere
The same customer has different details in different systems
Ad source data never reaches the lead
Reports require merging data from several systems by hand
We connect the CRM to the center of your business
We decide which system is the source of truth for each field and build one-way or two-way integrations that tolerate failures.
Data map
We define where each field originates, where it goes and how conflicts are resolved.
Integration build
Reliable data flows via official APIs, webhooks or n8n.
Deduplication
Keys like phone, email or tax number prevent duplicate records.
Monitoring
Failed transfers are caught, retried and reported.
Benefits of integration
No more manual entry
Data arrives in the CRM automatically from where it is created.
Reliable reports
One source of data keeps sales and marketing reports consistent.
Full customer picture
Sales, support and finance see the same record.
Source measurement
You can see which campaign turned into revenue.
Integrations we often build
Web form → CRM
Create leads with source data and assign an owner on submission.
WhatsApp → CRM
Link conversations to the customer card and create follow-up tasks.
CRM ↔ ERP / accounting
Sync customers, quotes, orders and invoices.
Ads → CRM
Push Meta and Google lead forms and UTM data into the CRM.
CRM → email / SMS
Automatic messages when a stage changes.
CRM → reporting
Send data to dashboards and management reports.
Standard in our integrations
- Field mapping document
- Duplicate record checks
- Error handling, retries and alerts
- Secure API key storage
- Validation in a test environment
- Change and activity logs
- Bulk historical data import when needed
- Maintenance and update support
Systems we connect
We can connect almost any system that offers an API or data export.
How an integration project runs
- 01
Free analysis call
In a 30-minute call we map your current process, the tools you use and the steps that waste the most time.
- 02
Scope and roadmap
We agree in writing which steps will be automated, which systems will be connected and how success will be measured.
- 03
Pilot build
We start with a narrow, quickly measurable first version and test it with real data.
- 04
Go-live and training
Short training, usage notes and a controlled rollout so your team actually adopts the system.
- 05
Monitoring and improvement
After launch we track response time, error rate and manual workload and keep improving the system.
Similar work we have delivered
Acentem Takip
Insurance Agencies · Divsoft Product
Customer, policy, quote, renewal and collection processes were brought together on one platform. Critical work such as renewals and overdue payments became automatic work lists, and customer communication moved to a single recorded channel.
Read the case studyİzy Dentiste
Dental Clinic & Health Tourism
The most common questions about treatments, timing, support services and contact options are gathered into a clearer pre-contact experience.
Read the case studyRelated solutions
Frequently asked questions
Which CRMs do you work with?
HubSpot, Pipedrive, Salesforce and Zoho CRM in particular, plus any CRM with an API and custom-built CRMs.
Can you connect our accounting software to the CRM?
Yes, if it offers an API or data export. We first review its integration options and recommend a workable method.
Will data be lost if an integration fails?
Our workflows log failed transfers, retry them and alert the owner, so data is not lost silently.
Let’s connect your systems
In the free analysis we list your systems and the data moved by hand and prioritize the integrations.