CRM integration
Moving leads, contacts and activities between CRMs and other systems.
Where we use it
- Website lead capture
- Marketing automation sync
Strengths
- Complete customer view
Considerations
Trade-offs worth knowing before you choose it.
- Deduplication rules
CRM integration is a trademark of its owner. Listing it describes work we offer and does not imply a partnership or certification.
Services that use CRM integration
CRM development
Custom CRMs and Salesforce or Dynamics implementations — lead capture, pipelines, activity tracking, automation and reporting.
IVR solutions
Interactive voice response systems with DTMF menus or speech understanding, queueing, call routing and CRM lookup.
System integration
Integration of ERP, CRM, e-commerce, finance and legacy systems via APIs, events, files and middleware — with reconciliation and monitoring.
More in integrations
- PG
Payment gateways
Razorpay, Cashfree, PhonePe, Stripe, PayPal and similar — UPI, cards, net banking and subscriptions.
- WA
WhatsApp Cloud API
Meta's official API for business messaging on WhatsApp.
- TE
Transactional email
SMTP and API email providers for receipts, notifications and password resets.
- TP
Telephony APIs
Cloud telephony for calls, IVR and SMS.
- GP
GPS tracking
Location data from phones or vehicle devices for live maps and geofencing.
- RF
RFID and NFC
Contactless identification for attendance, access and inventory.
- QR
Barcode and QR
Scanning for inventory, verification and check-in.
- EI
ERP integration
Connecting ERP systems with commerce, CRM and operational tools.
Have a CRM integration project in mind?
New build, rescue or modernisation — share what you have and where you want to get to.