Enquiry transfer
I map the fields, set up data checks and create the right records in your CRM.
05 Service
CRM integration
with your website and messaging apps.
So enquiries don't get lost in a shared inbox. The data lands in the right record, a team member gets a task, and the next step isn't forgotten.
When it helps
I'll connect your website, CRM and team channels.
An integration needs agreement on fields, statuses and update rules. What counts as a new enquiry, how to find an existing customer and what data flows back — we settle all of this before development.
- 01
Your website forms aren't connected to the CRM.
- 02
The same contacts appear more than once.
- 03
The right people hear about new enquiries too late.
How the work goes
Four steps
from brief to launch.
- 01
Data map
We define fields and statuses: what counts as a new enquiry and how to match an existing customer.
- 02
Connections
I check the APIs and access for the CRM, website and messaging apps and choose the integration method.
- 03
Setup and testing
I set up data transfer, duplicate detection and notifications. We test repeat submissions.
- 04
Launch
We switch the integration on for real leads and give the team a test scenario.
What's included
What the work
consists of.
Processing rules
We decide how to find duplicates, who to assign as owner and which follow-up tasks to create.
Feedback
I send statuses and notifications back so you can see what happened after submission.
What you get
- Field and status mapping
- Rules for creating and updating records
- Configured integration
- Protection against duplicates and repeat submissions
- Error alerts
- Test workflow for your team
We'll confirm the exact scope after discussing your project.
Examples
See it
in action.
Related services
You can also
add these.
Example: form → contact → task
We map form fields to the CRM and define contact matching and owner assignment. API, webhook and field availability are checked against your subscription before committing to an integration.
- We test retries and CRM downtime.
Before we start
A clear scope.
Clear terms.
What the estimate covers
Pages or workflows, content preparation, integrations and validation. The proposal records deliverables, milestones and acceptance criteria.
Separate costs
Domain registration, hosting, CRM subscriptions, external services and AI usage are separate unless explicitly included in the proposal. You retain the accounts and access.
Timing and changes
We agree a schedule after reviewing materials and access. Additional pages, features or integrations are estimated separately before implementation.
After launch
I hand over source files, access and instructions. We agree support, updates and further changes separately, including scope, communication and cost.
Need something beyond the services listed here? Let’s discuss custom features, integrations, website improvements or process automation. Describe your current setup and desired outcome. I will assess feasibility, clarify constraints and propose the work, with scope, timeline and cost agreed before development.
Project estimate
What affects
timeline and cost.
- 01Which CRM you use and what its API can do
- 02Number of fields, statuses and lead sources
- 03Rules for duplicates and assigning owners
- 04Whether existing data needs migrating
I give an estimate of timeline and cost after reviewing the task, before any work starts.
The details
Questions
about this service.
Which CRMs do you work with?
Any that have an API or webhooks. Tell me which system you use and what needs connecting, and I'll check what's possible from the documentation and access.
Can enquiries be sent to Telegram or Viber?
Yes. We decide in advance who receives the messages, what they contain and what happens if nobody responds to an enquiry.
Can existing data be migrated too?
I estimate importing and cleaning existing data separately, once I've looked at its format.
How many systems can be connected?
As many as the process needs. We start with the essentials so the solution stays simple and manageable.