CRM integrations
Enquiries from your site arrive as a contact, deal or task in your CRM, such as Attio.
Your site connected to what you already use, such as your CRM, so you no longer retype enquiries.
An enquiry on your site can land straight in your CRM, with the right data in the right place. For MDV Capital and Max Styling I connected the enquiry form to Attio; at Max Styling every part of an enquiry becomes its own record: contact, deal, call-back task and note. FinancieelSlimleven.nl is connected to the practice's mortgage platform and fetches figures from Statistics Netherlands.
What this service covers. For each project you pick what you need.
Enquiries from your site arrive as a contact, deal or task in your CRM, such as Attio.
Figures or data from another source, such as Statistics Netherlands, on your site automatically.
Stripe, with processing that handles every payment exactly once.
A notification from one system triggers something in another straight away.
A custom REST API when two systems have no ready-made connection.
What is often asked for alongside this service.