CRM Integration Setup

CRM Integration Setup is an add-on service for clients who need their website connected with a CRM system to collect and manage customer leads more efficiently.

We will connect your website form or lead capture form with your selected CRM platform using the details you provide. This helps customer inquiries, contact details, and lead information move from your website into your CRM workflow.

What You Will Receive:

❖ CRM integration setup for one website
❖ Connection between website form and CRM system
❖ Basic lead capture setup
❖ Basic form field mapping
❖ Contact details transfer setup
❖ CRM notification or lead alert setup if supported
❖ Basic testing after setup
❖ Setup with your selected CRM tool if integration is supported

What We Need From You:

❖ Business or brand name
❖ Website URL or domain
❖ Website platform details
❖ CRM platform name
❖ Form details you want to connect
❖ Lead fields you want to collect
❖ CRM account access method or invite details
❖ Any notes, workflow details, or reference examples

Important Note

This service includes basic CRM integration setup only. Advanced CRM automation, custom API development, complex workflow setup, sales pipeline creation, email automation, third-party paid tool fees, premium plugin costs, or unsupported CRM custom work may require an additional charge.

Please do not submit sensitive passwords in the order form. Secure access details can be requested separately after order confirmation.