Data card
We record which fields are transferred where and what is required for the transaction.
Web development
CRM link so that applications are not lost between the site and sales.
Transferring requests, statuses and customer data to amoCRM, Bitrix24 or another CRM. Suitable when there are already forms, but managers continue to copy data manually.
Result
The application automatically goes to where it is processed.
We link the site, form, store or service with the CRM: fields, source, status, responsible and technical verification of the transfer.
Applications are created in CRM without manual copying.
Fields, UTM and source are transmitted in an understandable format.
Transmission errors can be tracked and corrected.
Managers get the client's message and context faster.
What's included
What is included in CRM integration.
We make a link not just “send the form”, but taking into account the fields, sources and work of the sales department.
Analysis of the application form and process
Site field map and CRM
API integration or webhook
Transfer of contacts, comments and UTM
Setting up statuses or funnels
Test applications and error checking
Instructions for the team
Basic diagnostics after startup
Process
How to connect CRM.
First, we agree on the fields and the funnel, then we connect the API and test real scenarios.
Accesses
We receive API keys, webhook or another connection method.
Integration
We configure the transfer of the application, UTM, comments and statuses.
Test
We check successful and failed scenarios and send instructions.
Not included
We fix the boundaries before the start.
To ensure that the estimate remains fair, we separately note the work that is not included in the basic package.
Payment for CRM licenses
Deep customization of CRM
Development of a new website or form
Complex two-way synchronization without separate evaluation
FAQ
Frequently asked questions about the package.
Briefly about the volume, restrictions and the next step before the start.
Is it possible to transfer UTM tags?
Yes. Typically we pass on the source, campaign, ad and other tags if they are stored on the site.
What if the CRM is non-standard?
We check the API or available webhooks. If integration is possible, we evaluate the complexity after studying the documentation.
Can I connect multiple forms?
Yes. For each form, we record the fields, source and required scenario for creating a deal or contact.
Next step
Do you need an exact calculation for your task?
Add the package to your cart or send a short description of the project. We will return with a clear first step, deadlines and an updated estimate.