CRM Integration

Connect marketing spend to pipeline and customers inside your CRM.

The problem

Marketing reports leads; sales reports revenue; neither trusts the other’s numbers. Without integration, media optimises toward form fills while the business cares about deals — and nobody can prove the connection.

What we do

01 — Platform connections

HubSpot, Zoho and most major CRMs wired to analytics and ad platforms with documented field mapping.

02 — Offline conversion imports

Qualified stages and closed revenue fed back to Google, Meta and LinkedIn for value-based optimisation.

03 — Lead stage alignment

Marketing and sales stages defined once, shared everywhere, reported consistently.

04 — Feedback loops

Quality signals flowing back to media: which cohorts close, which churn, what to scale.

How it connects

CRM integration powers Tracking & Attribution — it is how B2B spend finally optimises toward revenue.

Results

Connected pipelines underpin results like 60% more qualified leads from the same spend. See selected work.

FAQs

Which CRMs do you support?

HubSpot and Zoho natively, plus most major platforms through APIs and middleware. Data hygiene matters more than the logo.

Does sales need to change process?

Only to agree stage definitions and actually log outcomes. Technology cannot fix an unused CRM.

How is success measured?

Pipeline value and closed revenue attributed to marketing activity — reported weekly, reconciled monthly.

Related services

Tracking & Attribution →

Measurement & Analytics →

Data & Reporting →

How long does integration take?

Simple native connections take days. Custom field mapping, deduplication rules and historical syncs extend to a few weeks. We scope it precisely after a systems review.

Is our data kept secure?

Yes. Least-privilege access, documented field maps, no data retention beyond the integration, and revocation on handover. Security review is welcome.

What fields must sync back?

At minimum: lead source, campaign, content, lifecycle stage and revenue. Anything budget decisions need, the CRM must carry.

Does this need engineering help?

Sometimes for custom objects or API limits. We bring precise specifications so engineering time stays minimal and focused.

How do you handle duplicates?

Matching rules on email plus domain and timestamp logic, with a merge protocol your team approves. Duplicates get prevented at entry, not cleaned forever after.

Start a project

Tell us where growth is stuck.

[email protected]
+44 20 7946 0171

Every serious enquiry gets a reply.