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CRM Integration

Connect HubSpot, Salesforce or Zoho to every touchpoint.

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One Source of TruthEvery touchpoint feeding your CRM

Introduction

Overview

CRM integration connects your website, ads, WhatsApp, email and support tools to HubSpot, Salesforce or Zoho. We use API development, AI CRM automation and custom AI integrations.

The business problem

What usually holds teams back

  • Leads copied manually between tools
  • Duplicate and incomplete records
  • Sales lacks context on each lead
  • Reports that cannot be trusted

Our solution

How we solve it

We map your data, connect each source to the CRM, clean and deduplicate records and automate routing and follow-up tasks.

Key capabilities

What the solution includes

Data mapping

Fields, objects and ownership rules defined.

Source integrations

Website, ads, WhatsApp, email and helpdesk.

Data hygiene

Deduplication, enrichment and validation.

Workflow automation

Routing, reminders and pipeline updates.

Developer workstation with code on screen

Benefits

The results you should expect

  • Saved admin time

    No more manual data entry.

  • Better sales context

    Full history on every contact.

  • Reliable reporting

    Pipeline numbers you can trust.

Use cases

Where this solution fits

Sales teams

Faster, better-informed follow-up.

Marketing teams

Closed-loop attribution.

Support teams

Customer history alongside tickets.

Process

How we deliver

  1. Step 1

    Assess

    Review your current setup, data, costs and goals.

  2. Step 2

    Plan

    Agree scope, priorities, milestones and success measures.

  3. Step 3

    Build

    Deliver in short iterations with regular reviews.

  4. Step 4

    Launch

    Go live with monitoring, training and documentation.

  5. Step 5

    Improve

    Measure results and keep optimising.

Relevant technology

Platforms we use

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • REST APIs
  • Webhooks
  • n8n

FAQ

Frequently asked questions

Can you migrate us to a new CRM?

Yes. We plan field mapping, migrate data and run both systems in parallel during cutover.

Talk to us about crm integration

Share your goals and we will recommend a practical starting point. Email support@codemaint.com or use the form.