Disconnected Systems = Lost Revenue. Let’s Fix That.

Jul 15

We’re building smarter CRM integrations that simplify lead tracking, boost follow-ups, and connect your systems for real ROI.

Smarter Systems. Stronger Results.

Hi H Client!

Are you tracking leads in spreadsheets? Manually forwarding form fills? Wondering which campaign actually brought in that new client?

If your systems aren’t connected, you’re losing time, leads, and money—every single day.

That’s why we’ve been hard at work integrating CRMs like HubSpot, Jobber, LMN, RealGreen, and Aspire with your website, ads, analytics, and automations. Whether you're already using a CRM or haven’t picked one yet, this work is designed to help you close more deals with less manual effort.

Why a CRM matters for your business

A well-integrated CRM doesn’t just organize contacts—it helps your business grow. Here’s how we’re making that happen:

Track every lead, instantly. No more guessing where a form came from or losing leads in an inbox.
Automate follow-ups so you close more deals without extra work.
See which ads, campaigns, and keywords actually convert.
Give your team full visibility. Everyone knows what’s happening, with every lead, in one place.
Streamline operations. Integrations with tools like QuickBooks, Mailchimp, CallRail, and Proposify keep things moving behind the scenes.

What we’re building now

Here’s what we’ve already implemented in most accounts:

Connected website forms to CRMs via Zapier or native integrations
Linked CRM systems to Attribution dashboards for real ROI insights
Built custom pipelines and properties tailored to your sales process
Added UTM tracking to capture lead source data accurately
Created training content to guide you through it all

And here’s what’s happening now:

Coordinating logins and two-factor authentication across platforms
Finalizing field mapping for clean, usable data
Upgrading CRM plans (where needed) to unlock automation features
Testing everything end-to-end before rollout

What’s next & how we’ll support you

We’re entering the final stretch of integration work, starting with internal QA to ensure your data flows cleanly and your tracking is accurate. Once everything is tested, we’ll provide support through clear onboarding materials, including video demos, step-by-step guides, and optional live training sessions.

From there, we’ll align your CRM workflows to match your sales process, making sure your pipelines, forms, and automations support the way you do business. To keep everything running smoothly, we’ll also conduct quarterly audits to review performance and suggest optimizations along the way.

Ready to take the next step?

If you're not using a CRM yet, we’ll help you choose one. If you are, we'll make sure it's working as hard as you are.

Book a call with your PM to get started.

Until Next Week,
Lauren Cullnan
Director of Client Happiness and Project Management