CRESTMONTWEBSITE DEVELOPMENT
Applications & systems

CRM integrations

Send enquiries and customer activity from your website into your CRM automatically.

Request a quoteContact us
Illustrative demonstrationWebsite enquiries, straight into your CRM

01 Form submission

Name
Avery Lane (sample)
Email
avery@example.com
Message
Quote for a bathroom remodel
Source
Website · contact page
  1. Enquiry received · queued for sync
  1. Second enquiry from the same email · queued for sync

02 Field mapping

Form fieldCRM field
NameContact · full name
EmailContact · email (match key)
MessageActivity · note
SourceLead source

03 De-duplication

Contacts are matched by email, so a repeat enquiry updates the existing contact instead of creating a duplicate.

  1. Contact matched by email → updated, not duplicated
  2. Activity added to the timeline

04 CRM record

Avery Lane

avery@example.com · Lead source: Website

  • Enquiry: quote for a bathroom remodel
  • Status: New lead

Sample enquiries and a sample CRM. Nothing you do here leaves this page.

We connect website forms, bookings and purchases to your customer relationship management system so new enquiries are captured consistently and nothing is retyped by hand.

How it is priced

Quoted separately as custom development after a scope and feasibility review.

Custom projects are billed 50% as a deposit, 25% after the approved design milestone and 25% before production launch.

What is included

  • Form-to-CRM lead capture
  • Field mapping and de-duplication rules
  • Activity and status sync where supported
  • Error alerts for failed syncs

Good to know

  • Available features depend on your CRM's API
  • CRM licences are billed by the CRM provider

Related

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