CRM Integration and Business Automation
Connect your website to Zoho, HubSpot or Salesforce and automate the busywork between your tools.
Think about what happens when a lead comes in. It lands in an inbox, gets copied into a spreadsheet, then maybe into your CRM if someone remembers. Every manual step is a chance to drop a customer.
We connect your website straight to your CRM and automate the flow between your tools, so nothing gets lost and nobody re-types anything.
- Website to CRM lead capture
- InstantWebsite to CRM lead capture
- Sync between your systems
- Two-waySync between your systems
- Manual re-keying
- ZeroManual re-keying
Every lead captured
Website enquiries flow straight into your CRM, tagged and routed, the moment they come in.
No double entry
Details move between your website, CRM and accounting tools on their own. No copy-paste, no typos, no lost hours.
Follow-up on autopilot
Quotes, reminders and follow-ups can fire automatically, so a busy week never costs you a sale.
Where CRM integration pays off fastest
The fastest returns come from the handoffs: website to CRM, CRM to accounting, quote to job, job to invoice. Each handoff currently done by a person is both a delay and a place where things get lost.
We map those handoffs, automate them one at a time, and add alerting so a failed sync is something you hear about rather than discover a month later.
Reporting that finally reconciles
Once the systems are connected, reporting stops being a monthly export-and-merge exercise. We build dashboards that pull from the CRM, the finance system and the website together, so revenue, pipeline and job data agree with each other.
What's included
Everything below comes as standard. We scope the specifics to your project and quote a fixed price up front.
- Zoho, HubSpot and Salesforce integration
- Website-to-CRM lead capture
- Two-way data synchronisation
- Quote, booking and invoice automation
- Accounting integration (Xero, MYOB)
- Job management integration (ServiceM8 and similar)
- Workflow and follow-up automation
- Reporting dashboards across systems
Technology we use
Proven, well-supported tools chosen for longevity and for how easily another team could pick the project up.
- Zoho
- HubSpot
- Salesforce
- Xero
- MYOB
- ServiceM8
- Microsoft 365
- Make
- Node.js
Industries we work with
- Trades & construction
- Healthcare & allied health
- Professional services
- eCommerce & retail
- Real estate & property
- Hospitality & events
- Manufacturing & logistics
- Education & training
- Government & not-for-profit
Where we work
- Melbourne
- Sydney
- Brisbane
- Perth
- Adelaide
- Canberra
- Geelong
- Gold Coast
- Hobart
- Regional Australia
Based in Melbourne, VIC, working with clients Australia-wide over video and shared staging environments.
CRM & Systems FAQs
Which CRM should I use?
If you already have one, we will integrate it. If you do not, we will suggest one that fits how you actually work and what you sell, rather than the biggest name. The best CRM is the one your team will genuinely use.
Can you work with our existing setup?
Yes. We map how your tools and workflows run today, then connect and automate around them. The goal is to fit your process, not force you to change it.
How much does CRM integration cost?
It comes down to how many systems are involved and how well they are documented. A single website-to-CRM connection is a small, quick piece of work; multi-system automation with two-way sync and reporting is a larger one. We map your setup first, then quote a fixed price for exactly what you need.
What if an integration breaks?
Every integration we build has retry logic, error logging and alerting. If a sync fails, it queues and we are notified. It does not silently vanish.
Related reading
Let's talk about your project
Tell us what you need. You'll get a straight answer and a fixed proposal, with no obligation.