CRM Integration & RevOps Setup

If sales and marketing data don't sync, revenue leaks. We connect your CRM, automation, and support stack so every lead, deal, and customer is tracked end-to-end.

CRM Integration & RevOps Setup

What We Offer

We integrate Salesforce/HubSpot/Pipedrive/Zoho with your marketing, e-comm, and support tools. Clean data, bi-directional sync, clear ownership, and automation triggers that keep records up to date.

Leads route instantly, lifecycle stages update automatically, and reporting finally makes sense. No more spreadsheets or duplicate records causing lost deals.

Outcome: faster handoffs, accurate pipeline, reliable reporting, and a single source of truth for revenue teams.

System Integration

Connect CRM with marketing automation, email, e-commerce, and support tools.

Data Synchronization

Bi-directional sync ensuring data consistency across all platforms.

Automation Triggers

Automated workflows triggered by CRM events and customer actions.

Lead Routing

Automatic lead assignment to sales reps based on territory, product, or lead score.

Unified Reporting

Combined dashboards showing complete customer journey from marketing to sales.

Data Quality

Deduplication, validation, and cleaning to maintain accurate CRM data.

How We Work

Our streamlined process ensures smooth delivery, clear communication, and measurable results from start to finish.

Step 1

Systems Audit

Analyze your current marketing stack, data flow, and automation opportunities.

  • Tech stack review
  • Data flow mapping
  • Gap analysis
Step 2

Automation Strategy

Design customer journeys, automation workflows, and integration architecture.

  • Journey mapping
  • Workflow design
  • Integration planning
Step 3

Setup & Integration

Configure platforms, integrate systems, and set up tracking for seamless data flow.

  • Platform configuration
  • System integration
  • Tracking setup
Step 4

Workflow Creation

Build automated workflows for lead nurturing, email sequences, and customer engagement.

  • Email automation
  • Lead scoring
  • Trigger campaigns
Step 5

Testing & Launch

Test all automations thoroughly, validate data accuracy, and launch live.

  • Automation testing
  • Data validation
  • Go-live checklist
Step 6

Optimization & Reporting

Monitor performance, A/B test variations, and optimize for better conversions and ROI.

  • Performance monitoring
  • A/B testing
  • ROI optimization

Technologies We Use

We work with modern, battle‑tested tools and technologies to deliver reliable, scalable results.

Mailchimp
Constant Contact
SendGrid
HubSpot
ActiveCampaign
Klaviyo
HTML/CSS
Analytics

Flexible Pricing Plans

Choose the plan that best fits your needs and budget

Starter

$499/month
  • Basic Lead Generation
  • Landing Page Optimization
  • Lead Magnet Creation
  • Up to 500 Leads/Month
  • Email Follow-up Sequences
  • Advanced Lead Scoring
  • Multi-Channel Campaigns
  • CRM Integration

Enterprise

$1499/month
  • Enterprise Lead Generation
  • Unlimited Lead Volume
  • Advanced Multi-Channel Strategy
  • Predictive Lead Scoring
  • Full CRM & Marketing Automation
  • Custom Integration Development
  • Dedicated Lead Gen Specialist
  • Real-Time Reporting Dashboard

Frequently Asked Questions

Everything you need to know about our services

Ready to Get Started?

Let's bring your project to life with our expert team and proven process