— Customer relationship management
CRM integration for lead qualification and workflow automation
Connecting your CRM (whichever you run) to enquiry intake, document processing and reporting so it stays the accurate system of record it is meant to be.
The workflows shown are potential implementations, not prebuilt integrations or access to your accounts. Each platform's supported API and permissions must be verified.
01What this enables
Security and access
Integration is built against your CRM’s official API with access scoped to what the workflow requires.
Human approval
Automated CRM updates are logged. Recovery depends on the CRM's supported operations; customer-facing communication has an agreed review step where it matters.
Who this is for
Businesses using a CRM that is not currently the single source of truth because data is entered elsewhere too.
What we verify before building
- The CRM product and plan, available API access and an authorised account owner.
- Lead, contact and company fields, pipeline stages and record-matching rules.
- Ownership of each field and what happens when another system disagrees.
An example scope
A possible first scope takes a validated enquiry into a CRM record and assigns a follow-up task. We confirm which fields and task operations the particular CRM supports. Qualification criteria are agreed with your team, and ambiguous matches are reviewed rather than silently creating another contact.
Do you support any CRM without checking it first?
The platform and account plan must be assessed first. API availability, custom fields, permissions and limits vary. A generic CRM page does not mean that every product has the same integration or recovery capabilities.
Agree the build and support
Acceptance covers the agreed records, validation, duplicate handling, failure visibility and human approvals. Ongoing support and any third-party account costs are scoped explicitly.
Remote delivery is available worldwide from Newcastle, Australia. See engagement options and AUD pricing or describe the tools and workflow you want to connect.
See other integrations