MarketingWale — CRM Integration Services
MarketingWale • CRM Integration

Unify Data. Automate Revenue.

We implement and integrate CRM platforms—Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365—so your leads, deals, and campaigns stay perfectly in sync.

🔁 Two-way Sync ⚙️ Workflows & Automation 🧰 APIs & Webhooks 🔒 Role-based Access

Why Choose Us

  • Clean, de-duplicated customer data
  • Lead routing, scoring, SLAs
  • Email/Calendar/Forms integration
  • Dashboards tied to KPIs
Expertise across leading CRMs & tools

CRM Integration Services

CR1

CRM Selection & Strategy

Map requirements to the right CRM, define data models, objects, and KPI tracking.

CR2

Data Migration & Cleanup

Import contacts, accounts, deals with de-duplication, field mapping, and validation.

CR3

Custom Integrations (API/Webhooks)

Connect websites, apps, billing, and support tools via REST, webhooks, or middleware.

CR4

Automation & Journeys

Lead scoring, assignment rules, drip campaigns, and lifecycle workflows.

CR5

Sales Enablement

Playbooks, pipeline stages, quote templates, and SLA alerts to speed closures.

CR6

BI & Dashboards

Board-ready dashboards for pipeline, CAC/LTV, cohort trends, and campaign ROI.

Single Customer View, Everywhere

We centralize customer data so marketing, sales, and success teams operate on the same truth—securely and in real-time.

  • Two-way sync with conflict resolution
  • Standardized fields & picklists
  • GDPR-ready consent & preferences
  • Audit logs & sandbox-first releases

Built for WordPress & Apps

Elementor forms → CRM mapping, webhook endpoints, WhatsApp/email integrations, and server-side tracking for accurate attribution.

Our CRM Integration Process

1

Discover

Audit data, tools, funnels, and SLAs; define objects, fields, and integration scope.

2

Design

Schema, workflows, permissions, and API/webhook contracts with error handling.

3

Implement

Migrate data, configure automations, build integrations, and run UAT in sandbox.

4

Operate

Monitoring, training, and iteration—dashboards and QA to keep data healthy.

Ready to align marketing, sales, and success?

Explore CRM integration services and see how MarketingWale can deliver a single, trusted customer view.

Ready to Transform Your Digital Presence?

Let’s start your journey to digital excellence together – simply click below to get started!

Your trusted partner for digital marketing success. 

Contact Us

Email: info@marketingwale.com

Phone: +91 6397388829

Address: Street No. 5, Shiv Mahima Society Kangri, Shyampur, Haridwar Uttarakhand 249408

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