The Problem
When your website and CRM operate as separate systems, friction compounds:
- Duplicate data entry: Sales team manually enters website leads into the CRM
- Sync errors: Customer records drift apart between systems, causing confusion
- Missed opportunities: Leads sit in website forms while sales waits for manual transfer
- Incomplete customer view: CRM doesn’t reflect website behavior, purchases, or engagement
- Hours wasted: Staff verify and reconcile data instead of focusing on customers
The gap between website and CRM creates workflow friction that slows down sales and frustrates both staff and customers.
How I Solve It
I build custom integrations that connect your website or e-commerce platform directly to your CRM:
Bi-Directional Data Flow
- Website leads, form submissions, and orders flow automatically to CRM
- CRM customer data, pricing tiers, and segments sync back to the website
- Real-time updates ensure both systems show current information
- Change detection prevents unnecessary sync operations
Comprehensive Data Types
- Products, stock levels, and pricing
- Orders, transactions, and order status
- Customers, accounts, and organization hierarchies
- Events, workshops, enrollments, and registrations
- Custom objects specific to your business
Platform Expertise
- Salesforce (Sales Cloud, custom objects, complex data models)
- HubSpot (contacts, deals, custom properties)
- Custom and legacy CRM systems
- Craft CMS, Craft Commerce, ExpressionEngine, and other web platforms
Need This Solution?
If you're facing similar challenges or want to discuss how I can help implement this for your project, I'd be happy to talk.
Common Integration Scenarios
- Healthcare training organizations: E-commerce purchases trigger Salesforce updates for training enrollments and organization management
- B2B equipment dealers: Bi-directional product, pricing, and inventory sync keeping sales teams informed
- Design consultancies: Lead capture flowing directly to CRM with source attribution
- Enterprise marketing sites: Form submissions routing to appropriate sales queues automatically
The Outcome
Staff stop spending time on data verification and error correction. Leads reach sales teams instantly. Customer records stay synchronized without manual intervention. Your team trusts the system to keep everything in sync, freeing them to focus on customer relationships rather than data entry.
