CRM Integration & Automation
CRM setups, automated lead routing, WhatsApp/email flows, and data-driven sales pipelines.
We connect website, CRM, and automation into one unified ecosystem — so your leads can move through the funnel in an automated way, with minimized manual effort and reduced risk of data inconsistencies. From HubSpot and Bitrix24 to Pipedrive, Notion, and custom APIs, we build GDPR-oriented CRM workflows designed to support conversion processes, improve pipeline visibility, and enable long-term system scalability. Whether you're migrating CRMs, optimizing a messy setup, or creating a fully automated lead journey from scratch, we deliver systems designed for performance, reliability, and improved attribution accuracy. Including server-side tracking and WhatsApp API integration.
Why Companies Choose Our CRM Integration
- Strong experience with EU businesses (B2B services, SaaS, consulting, corporate)
- GDPR-oriented forms, consent, storage & data handling
- Deep expertise with HubSpot, Bitrix24, Notion, Pipedrive
- End-to-end pipeline design: website → CRM → automation → reporting
- Stable and maintainable workflows built for scale
- Automated multi-channel communication workflows (email, WhatsApp, internal routing), subject to consent and applicable regulations.
- Enterprise-grade integrations and backend logic (API, server-side tracking)
What We Deliver
CRM Setup & Configuration
- HubSpot, Bitrix24, Pipedrive, Notion
- Multi-pipeline setup (sales, partners, support, onboarding)
- Custom fields, segmentation, scoring models
- Roles & permissions for teams
- GDPR-oriented data handling and storage policies
Lead Routing & Pipeline Automation
- Automated lead assignment (by region, source, product)
- Deal creation and pipeline progression logic
- Lead qualification workflows
- Scoring systems (behavior, source, engagement)
- Deduplication and validation logic (email, phone, domain)
Email & WhatsApp Automation
- Official WhatsApp API integration
- Behavioral email sequences
- Drip campaigns for warm, cold, or reactivated leads
- Transactional emails (confirmations, reminders, follow-ups)
- Multi-channel workflows (Email → WhatsApp → CRM → Slack)
Form & Website Integrations
- Custom forms (React/Next.js) + HubSpot/Bitrix24 forms
- API/webhook-based integrations
- GDPR-oriented cookie/consent setups
- Server-side tracking for improved attribution accuracy
- Event tracking for GA4 + Tag Manager
Analytics & Dashboards
- CRM-integrated event tracking (GA4 + CRM)
- Pipeline attribution: UTM → CRM → conversion
- Sales insights and funnel reporting
- Dashboards on PostgreSQL / ClickHouse / Supabase
- Automated daily/weekly reports (email/Slack)
CRM Migration
- HubSpot ↔ Bitrix24 ↔ Pipedrive migration
- Data cleanup & deduplication before import
- Field mapping & pipeline reconstruction
- Safe migration strategy with backups
- Migration strategies designed to minimize downtime
When You Need CRM Integration
Choose this service when you:
Want a CRM that matches how your team actually works
Need automated lead routing instead of manual entry
Want WhatsApp/email follow-ups triggered by real events
Need a fully connected system: website → CRM → automation → analytics
Want improved attribution accuracy and pipeline visibility
Want to introduce clearer structures in lead management
Plan to migrate from one CRM to another
Need a scalable system for sales, service, or operations teams
Tools & Technologies
CRMs
- HubSpot
- Bitrix24
- Pipedrive
- Notion
Automation
- Make.com
- n8n
- Zapier
- custom bots
Marketing
- WhatsApp API
- Brevo
- Mailgun
- SendGrid
Data
- PostgreSQL
- ClickHouse
- Supabase
- Redis
Tracking
- GA4
- Tag Manager
- server-side tracking
Integrations
- REST APIs
- Webhooks
- OAuth2
- custom middleware
Every engagement begins with an Architecture Sprint
Five working days. One senior engineer. A clear map of system boundaries, scaling risks, stack decisions, and a delivery roadmap — before a single line of production code.
- 01Day 1
Discovery: domain, constraints, growth targets
- 02Day 2
System mapping: services, data, integrations
- 03Day 3-4
Stack decisions and risk model
- 04Day 5
Roadmap & costed delivery plan
Ready to start with architecture, not features?
Five days. One senior engineer. A clear path forward.
Or talk to us first Get in touch
FAQ
HubSpot, Bitrix24, Pipedrive, Notion, and custom CRM systems.
Yes — we use the official WhatsApp API through trusted, approved providers.
Yes — via API, webhooks, embedded forms, or custom server-side integrations.
Yes — full data transfer, cleanup, mapping, backups, and migration safety.
Absolutely — pipeline restructuring, automation logic, tracking fixes, consent setups, and attribution improvements.
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CRM integration for companies operating production CRM systems. We support organizations with CRM automation, CRM setup, and CRM integration based on the specific technical and regulatory context of each project. All services are delivered individually and depend on system requirements and constraints.
All statements regarding automation, performance, conversion, data handling, or compliance describe technical approaches and system design goals and do not constitute guarantees of specific business, legal, or technical outcomes.