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CRM Setup Service

HubSpot, Salesforce
Pipedrive & Zoho
Set Up Properly.

HubSpot, Salesforce, Pipedrive, and Zoho CRM setup with pipelines, workflows, and integrations.

  • HubSpot, Salesforce, Pipedrive, Zoho
  • Pipelines, workflows & integrations
  • Lead routing & scoring
📅 Delivery from 7 days (Jul 28)
CRM Integration & Setup

CRM Integration & Setup Pricing.

Starter

For new CRM accounts
What's Included
  • CRM account setup
  • Pipeline & deal stages
  • Contact & company import
  • Basic email templates
  • 1 round of revisions
$399/project/ Setup · 1 pipeline
📅 From 7 Days (Jul 28)
POPULAR

Professional

For full sales setup
What's Included
  • Full pipeline + custom properties
  • Up to 8 workflows / automations
  • Lead scoring model
  • Email & calendar sync
  • Reporting dashboard
  • User training session
  • Dedicated CRM specialist
$899/project/ 8 workflows · scoring
📅 From 10 Days (Jul 31)

Premium

For multi-team CRM rollout
What's Included
  • Multi-pipeline + custom objects
  • Unlimited workflows
  • Lead scoring & routing rules
  • Marketing-CRM integration
  • Zapier / native integrations
  • Custom dashboards & reports
  • Team training & docs
  • Dedicated CRM consultant
$1999/project/ Multi-pipeline · custom objects
📅 From 14 Days (Aug 6)
Align sales + marketing

CRM integration that aligns marketing and sales

CRM integration and setup remove friction when your tools and campaigns connect to it. Combine it with automation, analytics and email in a growth-partner plan so leads flow cleanly from marketing to sales.

Explore growth-partner plans →

What Is CRM Integration & Setup?

A CRM is only as valuable as it is set up. Most CRMs we audit have unused custom fields, half-built pipelines, broken integrations, no lead scoring, manual data entry, and no reporting that ties marketing spend to closed-won revenue. The result is a sales team that still works in spreadsheets, no matter how much the licence costs.

Our CRM integration and setup service covers HubSpot CRM (and the full Sales, Marketing, and Service Hubs), Salesforce Sales Cloud, Pipedrive, Zoho CRM, Close, Copper, and monday sales CRM. We configure pipelines and deal stages, custom properties, contact and company associations, lead scoring (manual and predictive), workflow automation, email and calendar sync (Gmail, Outlook), document templates, e-signature integration (DocuSign, PandaDoc), and reporting dashboards.

Integrations are the second half of the job: connecting your CRM to marketing automation (HubSpot, Marketo, Pardot, Klaviyo), forms, chat, calling tools (Aircall, Dialpad, RingCentral), accounting (Xero, QuickBooks), and your data warehouse via native connectors or Zapier, Make, and n8n.

How It Works

How Our CRM Integration & Setup Service Works

A simple 3-step process to deliver measurable results.

01

Discovery & Plan

We map your sales process, identify pipelines and stages, define custom properties, and document lead scoring and routing rules before touching the CRM.

Step 1 of 3
02

Build & Integrate

CRM configured (HubSpot, Salesforce, Pipedrive, Zoho), workflows automated, integrations connected (marketing, calendar, calling, accounting), and tested end-to-end.

Step 2 of 3
03

Train & Adopt

Team training session, written documentation, and 30-day adoption review — because a CRM the team will not use is worth nothing.

Step 3 of 3

A CRM Without a Workflow Is a Spreadsheet

Pipelines, scoring, routing, and automation transform a CRM from a contact list into a revenue engine that runs without manual data entry.

Why It Matters

Why You Need Professional CRM Integration & Setup

Specialist execution that turns crm integration & setup into measurable revenue impact.

HubSpot, Salesforce & Pipedrive

Full setup and configuration in HubSpot CRM, Salesforce Sales Cloud, Pipedrive, Zoho CRM, Close, Copper, and monday sales CRM — with proper pipelines, properties, and permissions.

Lead Scoring & Routing

Manual or predictive lead scoring models, plus round-robin and territory-based lead routing rules — so MQLs hit the right rep within minutes.

Workflow Automation

Workflows for follow-ups, task creation, deal stage transitions, internal notifications, and SLA breach alerts — eliminating manual data entry.

Marketing-Sales Sync

Two-way sync between marketing tools (Klaviyo, Mailchimp, Marketo) and your CRM so closed-won data flows back into nurture exit conditions and reporting.

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A CRM Without a Workflow Is a Spreadsheet

HubSpot, Salesforce, Pipedrive, and Zoho CRM setup with pipelines, workflows, and integrations.

CRM Integration & Setup FAQs

Which CRMs do you set up?
We set up HubSpot CRM (with Sales, Marketing, and Service Hubs), Salesforce Sales Cloud, Pipedrive, Zoho CRM, Close, Copper, monday sales CRM, and Freshsales. Choice depends on team size, sales process complexity, and budget.
How do you choose between HubSpot and Salesforce?
HubSpot is faster to deploy, easier for non-technical teams, and includes marketing automation in one platform — best for SMB to mid-market. Salesforce is more customisable, scales to thousands of users, and dominates enterprise — but needs an admin and a longer implementation. We help you choose during discovery.
What is lead scoring and how does it work?
Lead scoring assigns points to contacts based on behaviour (page visits, email opens, content downloads) and demographics (job title, company size, industry). Once a contact crosses a threshold, they are flagged as a Marketing Qualified Lead (MQL) and routed to sales. HubSpot, Salesforce, and Marketo all support manual and predictive scoring.
Can you integrate marketing automation with the CRM?
Yes. We configure two-way sync between Klaviyo, Mailchimp, ActiveCampaign, Marketo, or Pardot and HubSpot, Salesforce, Pipedrive, or Zoho — so marketing engagement data flows into the CRM and closed-won deal data flows back into nurture exit conditions.
Do you handle data migration from another CRM?
Yes. We export from your existing CRM (or spreadsheets), clean and de-duplicate the data, map fields to the new CRM's schema, import in batches, and validate counts and key associations end-to-end.
Will my team be trained to use the CRM?
Yes. Pro and Premium tiers include a live training session for sales reps and admins, plus written documentation covering pipeline workflow, daily tasks, reporting, and the most common edge cases.
Can you connect the CRM to calendars, calling, and accounting?
Yes. We connect Gmail and Outlook calendars, Aircall, Dialpad, RingCentral, and JustCall for calling, DocuSign and PandaDoc for e-signature, Xero and QuickBooks for accounting, and Slack for internal notifications — via native integrations or Zapier where needed.

A CRM That Actually Closes Deals

HubSpot, Salesforce, Pipedrive, and Zoho set up with pipelines, lead scoring, workflows, and marketing integrations.

  • HubSpot, Salesforce, Pipedrive, Zoho
  • Pipelines & custom properties
  • Lead scoring & routing
  • Workflow automation
  • Marketing-CRM integration
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