Tangensys • Plan, deliver, measure
CRM integration
Connect enquiry channels to a usable pipeline. Field mapping, ownership and deduplication matter as much as the connection itself.
The work to plan together
A scope shaped around this requirement.
- CRM selection or reviewScope
- Form, WhatsApp and ad lead connectionsReview
- Data cleanup and enrichmentCheck
- EnquiryForm, call or WhatsApp
- CRM recordCaptured with its source
- Follow-upAssigned, with reminders
- ReportWhat happened next, where recorded
In short
What does CRM integration involve?
CRM integration connects your website forms, WhatsApp, ads, calls and email to your CRM, so every enquiry is recorded and followed up.
When CRM integration is a useful fit
Businesses losing track of leads
Connect source, contact details and follow-up ownership in one reliable record.
Teams using spreadsheets
Map existing columns and data quality before migrating or connecting the workflow.
Companies with a CRM nobody updates
Fix the capture and operating process so automation does not create another unused system.
Problems worth addressing first
Use these situations to identify the work that deserves attention before expanding the scope.
- Leads arrive in several inboxes
- Data is retyped
- You cannot see which channel brings sales
A practical example
A web enquiry and a later WhatsApp message from the same person should help the sales team understand one conversation, rather than creating disconnected records.
This is an illustrative scenario to explain the approach, not a claimed client project.
The work we can include
The final quote identifies the deliverables, quantities, approvals and exclusions. Select the work that serves your goal rather than assuming every item is required.
- CRM selection or review
- Form, WhatsApp and ad lead connections
- Data cleanup and enrichment
- Pipeline setup and training
Where we usually begin
CRM licences, API access, messaging providers and historic-data cleanup are reviewed before quoting. Each channel has its own capabilities and limitations.
Practical detail
Keep the source, identity and outcome together
An illustrative enquiry flow brings a website request into a CRM without losing its service choice or creating a new contact for every repeated submission.
| Part of the work | Example output | How to review it |
|---|---|---|
| Source fields | Page URL, campaign source and requested service | The sales team can see the context of the request. |
| Contact mapping | Approved name/contact fields and matching rule | An existing contact is updated or linked according to the agreed rule. |
| Lead record | Unique request identifier, owner and next action | The enquiry is assigned once and has an accountable staff owner. |
| Failure handover | Rejected field, expired access or unavailable destination | Unsuccessful transfers are visible for reconciliation instead of silently lost. |
A WhatsApp click is not a received conversation. Conversation records can enter the CRM only where the chosen messaging setup and permissions support that connection.
Keep lead context through the handover
A useful CRM integration sends more than a name and email address. It should retain the approved service interest, source context and assignment needed for a useful response. The fields must have an operational purpose and follow the client’s data-handling rules.
Identify the lead entry points before building the connection. Website forms, advertising forms and messaging tools may supply different information. Decide how repeated submissions and existing contacts are handled so another request does not silently create duplicate opportunities.
Check the accepted submission, rejected input and retry paths. Confirm that the intended staff member can see and act on the record. CRM arrival is a delivery event; qualification and sales still depend on staff actions and reliable later records.
Free enquiry-flow review
Start with a clear scope and a practical next step.
Tell us what you want to improve and share the relevant website or project details. We will review the starting point, recommend a suitable scope and provide a custom quote.
The initial review is free. Delivery, third-party charges and ongoing support are quoted separately.
Process
How the work is delivered
Review the starting point
Review the current setup, examples of the problem and the information needed to agree the work.
Agree scope and sign-off
We map how an enquiry enters the business, where it is stored and who is responsible for the next action. Access and data permissions are agreed before connecting tools.
Deliver and review
Test enquiries are followed from source to destination. We check duplicates, failures and notifications, then document the workflow and the team’s operating responsibilities.
Hand over the next steps
Review the agreed outputs together. Confirm what your team maintains and what needs a separate ongoing arrangement.
What progress should mean
Measures that match the work
Check successful lead capture, source accuracy, duplicate handling and assignment. Report sales attribution only where consistent CRM records make it defensible.
A record of delivery
See what was completed, reviewed and still dependent on access or approvals. Project delivery and business results are reported separately.
Clear limits in the data
We explain what can be verified and where a result is only an estimate. Contact clicks, conversations and sales are different actions.
Scope and responsibilities
You keep ownership of your business accounts and approved deliverables under the agreed contract. Any third-party licences, subscriptions or usage fees are identified before you commit.
Can CRM integration prove which campaign produced a sale?
It can support that review where source capture and later sales records are reliable. Define attribution and matching rules first. Missing identifiers, offline changes and shared journeys can limit certainty. An integration should preserve useful evidence rather than promise perfect attribution.
Can a WhatsApp button automatically create the conversation in our CRM?
Not by itself. A click opens the messaging route. Importing conversation information needs a supported platform integration and agreed access.
How are duplicate contacts handled?
We agree matching and merge rules with your team. The integration should distinguish a repeated technical event from a genuine new enquiry by the same person.
Which CRMs do you work with?
Common CRMs such as Zoho, HubSpot and Salesforce, and others with an API.
How is CRM integration priced?
We quote against your goals, current setup and agreed scope. The quote separates delivery from third-party costs and ongoing support. You receive a custom quote within 2 working days.
How long does the work take?
The timeline follows the size of the agreed scope, access, content and approvals. We confirm milestones in the quote; a simple change and a full implementation need different schedules.
How will we communicate?
Your point of contact agrees a review rhythm with you. We use email, WhatsApp and scheduled calls, with decisions and scope changes recorded clearly.
What do you need to get started?
Share your current website or system, your main goal and examples of what is not working. We then agree the access and information needed for discovery.
Is everything included in the free review?
No. The free initial review helps define the next step. Detailed research, design, implementation and ongoing support are included only when stated in your quote.
Explore the related services
Let’s agree the right next step.
Tell us your goals and current setup. We’ll recommend a practical starting point and provide a custom quote.
Custom quote within 2 working days