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CRM integration

CRM integration services that keep every lead in one place

Our CRM integration services connect HubSpot, Salesforce or Zoho to the forms, WhatsApp numbers, phone lines and data your teams use every day. We built our own sales CRM, iSales, so we know where lead data gets lost.

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Stacked brushed-metal database cylinder with amber light lines flowing out

We built a CRM

iSales, our AI-powered sales CRM, runs lead allocation, workflows and masked calling.

Failures stay visible

Syncs ship with retries, logging and alerts, so problems are found and fixed.

AI on clean data

Enrichment and lead scoring with reasons your sales team can read.

01

HubSpot API integration services

Our HubSpot API integration services connect HubSpot to the systems it can't reach on its own: your product database, billing, custom forms, WhatsApp, telephony and internal tools. We map contacts, companies, deals and custom objects, sync them through HubSpot's APIs and webhooks, and handle rate limits, retries and duplicates, so the data your team sees matches reality.

We also build custom properties and workflow actions, so marketing and sales automation in HubSpot can act on signals from your product, such as trial activity or feature usage, not just email opens. Every sync is logged, so when a record looks wrong, your team can trace exactly where it came from and when it changed.

02

Salesforce CRM integration services

Salesforce is powerful and easy to clutter. Our Salesforce CRM integration services start with your data model: which objects, fields and record types matter, who owns them, and what should sync in which direction. We then connect Salesforce to your product, ERP, billing, marketing tools and data warehouse through its APIs and event-driven updates.

Every integration ships with logging, retry queues and alerts, plus a simple view of what synced and what failed. When something breaks overnight, your admin can see it and fix it, instead of discovering missing records at the end of the quarter.

03

Zoho CRM integration services for growing teams

Zoho is popular with growing businesses, often alongside other Zoho apps for finance and support. Our Zoho CRM integration services connect Zoho CRM to your website forms, property or product portals, WhatsApp, telephony and accounting through Zoho's APIs and webhooks, with records in every language handled correctly.

We also help teams that have outgrown spreadsheets and inboxes move into Zoho cleanly: data cleanup, deduplication, field mapping and a staged migration, so the CRM starts with records your team trusts on day one. Lead assignment rules can route inquiries by emirate, city, language or product line, so the right person picks up each conversation.

04

WhatsApp, telephony and form-to-CRM sync

Most lost leads disappear between channels: a form that never reached the CRM, a WhatsApp chat on someone's personal phone, a call nobody logged. We connect these channels so every inquiry becomes a record with its source, owner and full history. We know this ground because we built it: iSales, our AI-powered sales CRM for high-volume admissions teams, runs automated lead allocation, workflows and masked calling.

On WhatsApp, we work with the official WhatsApp Business API, the same API behind our Bluck marketing platform and Tapline, a multi-number WhatsApp team inbox with tickets and CRM deals beside every chat. For voice, we connect telephony providers such as Twilio and Plivo, so calls, recordings and outcomes land on the right record.

  • Website, landing-page and ad lead forms into the CRM
  • WhatsApp conversations logged against contacts and deals
  • Call logs, recordings and outcomes from your telephony provider
  • Lead routing by source, region, language or workload
05

Data pipeline development for CRM reporting

Integrations fix today's handoffs; pipelines answer questions about the business. Our data pipeline development moves CRM, product, billing and marketing data into PostgreSQL or your warehouse with scheduled ETL and ELT jobs, then builds dashboards for revenue, funnel conversion and team performance, the kind of lead-to-revenue view iSales gives admissions leaders.

  • ETL and ELT jobs with tests and alerts
  • One customer record across CRM, product and billing
  • Executive dashboards for funnel, revenue and team performance
06

AI enrichment and lead scoring

Once data flows reliably, AI can help. We build enrichment that fills missing fields from conversation history and public company information, summaries of calls and chats written back to the CRM, and lead scoring that combines CRM history with signals from your product and channels.

Scores come with reasons a salesperson can read, such as recent activity, fit and intent, rather than an unexplained number. We test scoring against your historical outcomes before it drives routing, and keep a person in the loop for decisions that matter. Our CRM integration services always start with clean data, because AI on messy records only makes mistakes faster.

How it works.

  1. 01

    Free scoping call

    Twenty minutes on your CRM, your channels and where leads or data go missing.

  2. 02

    Map the data

    Objects, fields, owners and sync directions agreed and written down before we build.

  3. 03

    Build and backfill

    Integrations with retries, logging and alerts, plus a careful backfill of historical records.

  4. 04

    Monitor and improve

    A sync-health view, then AI enrichment and scoring once the data is trustworthy.

Built and run by us.

iSales CEO dashboard with revenue, enrolment and funnel metrics
CRM · AnalyticsIn production

iSales — AI-powered sales CRM

A CRM built for high-volume admissions teams, with role-based dashboards for every seat from counsellor to CEO.

Next.jsNestJSPostgreSQLAI copilot
Tapline WhatsApp inbox
Messaging · WhatsAppIn production

Tapline — WhatsApp team inbox

A multi-number WhatsApp inbox where sales and support teams work every conversation with full customer context.

WhatsApp APINode.jsRedisWebSockets
Bluck message templates screen
WhatsApp Business APIIn production

Bluck — WhatsApp marketing platform

Templates, broadcast campaigns, inbox, chatbots and payments on the official WhatsApp Business API — sending at scale for real brands.

WhatsApp Cloud APINestJSRedisNext.js
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Technologies we use

  • HubSpot
  • Salesforce
  • Zoho CRM
  • WhatsApp Business API
  • Twilio
  • Plivo
  • PostgreSQL
  • Python
  • Node.js
  • Webhooks
  • GraphQL
  • n8n
Engagement models

Three ways to begin.

Fixed scope · Fixed price

AI Pilot

Prove value on one high-impact workflow before you commit further.

  • — Discovery & success metrics
  • — One agent, core integrations
  • — Deployed in your cloud
  • — Evaluation report & roadmap
Milestone-based

Product Build

Design and ship a complete AI-native product, ready for launch.

  • — Product strategy & UX design
  • — Web, mobile or both
  • — AI features at the core
  • — Launch support & handover
Monthly retainer

Dedicated AI Pod

A senior team embedded with yours, working in your time zone.

  • — AI engineer, full-stack & PM
  • — Guaranteed daily overlap
  • — Weekly demos & reporting
  • — Scale up or down monthly
FAQ

Questions, answered.

Which CRMs do you integrate with?

Most often HubSpot, Salesforce and Zoho CRM, and we also build custom CRMs when an off-the-shelf one doesn't fit, as we did with iSales. If your CRM has an API and webhooks, we can usually integrate it with your forms, product, billing, WhatsApp, telephony and data warehouse.

Can you connect WhatsApp to our CRM?

Yes. We use the official WhatsApp Business API, the same one behind our Bluck and Tapline products, to log conversations against contacts and deals, create leads from new chats, and trigger templates from CRM workflows. Your team can then see the full WhatsApp history next to every record instead of on individual phones.

Should we use a no-code tool or a custom integration?

Use a no-code tool when the flow is simple, volumes are low and a failed run won't hurt. Build custom when you need two-way sync, high volume, complex mapping or reliable retries and alerts. We often combine both: workflow tools such as n8n for light automation, custom services for the syncs your revenue depends on.

Can you migrate our data from another CRM or from spreadsheets?

Yes. We audit the source data, agree field mappings, clean and deduplicate records, and migrate in stages with checks after each one. We keep a record of what moved where, so nothing silently disappears, and we run old and new systems side by side until your team is confident in the new one.

How does AI lead scoring work, and can we trust it?

We combine CRM history, engagement and product signals into a score, then test it against deals you have already won and lost before it drives any routing. Each score shows its reasons, such as fit, recent activity and intent, so salespeople can judge it. A person stays in the loop for decisions that matter.

How are CRM integration projects priced?

Pricing is fixed per milestone and agreed before work starts. After a free 20-minute scoping call, we map the systems and data involved, split the work into milestones such as mapping, core syncs, backfill and AI scoring, and price each one. Ongoing support can run through a dedicated pod on a monthly retainer.

Related services

Losing leads between tools?

Book a free 20-minute scoping call. Show us your CRM and channels, and we'll point out where data goes missing and how to fix it.

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