Phase 6 · Lead Capture·6.4·~2 hours
Phase 6~2 hoursMedium

6.4 CRM Integration

Choose HubSpot (free tier), Zoho CRM (free for 3 users), or Pipedrive (from $14/mo).

Step-by-Step

Choose your CRM and create pipeline stages

New Lead --> Contacted --> Qualified --> Proposal Sent --> Won / Lost. Adjust to match your sales process.

Connect your lead sources

Forms, booking system, and chatbot should all feed into CRM automatically via direct integration or Zapier.

Set up notifications and follow-up tasks

Get notified on every new lead. Auto-create a follow-up task within 24 hours. Leads contacted within 5 minutes convert 9x higher.

Every lead you capture without a CRM is a lead you'll eventually lose track of. We connect your forms, chatbot, and booking system to one pipeline.

See How We Wire It
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63 hours of DIY, or one phone call to us.
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