CRM Integration & Development
We connect your website lead forms directly to HubSpot, Zoho, or Salesforce, setting up automated sales pipelines so no lead falls through.
Scope of work
Every engagement starts with an audit, so the exact scope is tailored to your business. These are the core deliverables.
- Website Form to CRM API Mappings
- Automated Lead Scoring Formulas
- Email & SMS Sales Sequences
- Sales Team Performance Analytics
- Customer Life-Cycle Tracking
Why choose Pocket Web Dev for CRM Integration
Automated Handoff
Pass leads to your sales agents instantly.
Detailed Pipelines
Monitor deal stages, value, and close rates.
Smart Follow-ups
Trigger email sequences when a user is inactive.
How we work
A clear process means you always know what is being done, why, and how it is measured.
- 1
Audit
We review your current setup, competitors and tracking to find the biggest opportunities.
- 2
Plan
You get a written plan with deliverables, timeline, budget and the metrics we will report.
- 3
Execute
We implement the work, set up conversion tracking and keep you updated as it goes live.
- 4
Report & improve
Monthly reports show enquiries and costs, and we adjust based on what the data shows.
CRM Integration FAQs
Yes, we write custom webhook scripts to capture payload data from any custom HTML form.
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