CRM Integrations
Marketing data, inside your CRM.
CRM integrations connect your marketing platforms to the system your team already works in, so lead source arrives with the lead and outcomes flow back to marketing.
Close the loop
between teams.
Customer relationship management is the way a company manages interactions with current and future customers. Most CRMs know what happened after a lead arrived, but not where it came from; most marketing platforms know the source but never learn the outcome. Integration passes source, campaign, keyword, and call details into the CRM record and returns qualification and revenue data to the marketing stack.
Integration checklist
- Lead source and campaign fields mapped
- Web forms and call tracking pushing to CRM
- Duplicate and spam leads filtered
- Won and lost outcomes syncing back to ad platforms
- Sales and marketing viewing the same pipeline
The pieces that make sales and marketing data agree
What we
connect.
Platform integration
ServiceTitan and the other CRMs and practice-management systems our clients run, connected to your website, forms, call tracking, and chat.
Field mapping and hygiene
Source, medium, campaign, keyword, landing page, and call recording links mapped to the right fields, with spam and duplicates filtered out.
Outcome sync
Qualified, booked, and won stages returned to Google Ads, Microsoft Ads, and Meta as offline conversions.
Workflow support
Lead routing, notifications, and follow-up automations set up so new leads are contacted fast.
Better data,
better decisions.
When the CRM carries marketing source and marketing sees CRM outcomes, both teams can act on the same facts: which campaigns produce customers, how quickly leads get worked, and where revenue actually comes from.
- Lead source visible on every CRM record
- Faster follow-up on new leads
- Campaigns optimized toward booked revenue
- One version of the truth for sales and marketing
Talk to someone who reads the numbers every day.
Bring your current reporting. We will tell you what it says before we talk about a program.