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.
Email Automation Setup
Email Automation Setup is an add-on service for clients who need automated email flows connected to their website forms, lead capture forms, or customer inquiry process.
We will set up a basic email automation flow using your selected email marketing platform and the details you provide. This helps your business send welcome emails, follow-up messages, inquiry replies, or simple customer communication automatically.
What You Will Receive:
❖ Basic email automation setup
❖ One automation flow setup
❖ Welcome email or follow-up email setup
❖ Website form or lead form connection if supported
❖ Basic audience / contact list setup
❖ Email trigger setup
❖ Basic email testing after setup
❖ Setup with your selected email tool if integration is supported
What We Need From You:
❖ Business or brand name
❖ Website URL or domain
❖ Website platform details
❖ Email marketing platform name
❖ Automation goal
❖ Email content or message details
❖ Form or lead source you want to connect
❖ Contact list or audience details if available
❖ Any notes, workflow details, or reference examples
Important Note
This service includes basic email automation setup only. Advanced automation workflows, complex customer journeys, email copywriting, custom API development, CRM setup, paid email platform fees, premium plugin costs, or unsupported tool 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.
Our AI Chatbot / Automation Setup service helps businesses add smarter communication and automated support to their website. We can set up chatbot flows for FAQs, service inquiries, lead capture, appointment requests, order guidance, and customer support.
This service is ideal for businesses that want to respond faster, reduce repeated questions, and guide visitors toward the right service or action. AI chatbots and automation can help improve customer experience and save time.
What we can set up:
✓ Website chatbot
✓ FAQ automation
✓ Lead capture flow
✓ Contact form automation
✓ Service inquiry flow
✓ Appointment request guidance
✓ Customer support chatbot
✓ Basic workflow automation
✓ CTA-based chatbot responses
✓ Website visitor assistance
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