Smart IT has been absolutely fantastic! They are always quick to respond, professional, and go above and beyond to resolve any issues. Whether it’s a small technical glit...
Shakil Ahmed
a year ago
CRM integration
Make your CRM the complete record of every customer
A CRM is only as useful as the information in it. When updates rely on busy people remembering to type them in, details get missed, follow-ups slip and opportunities are lost.
CRM integration connects your CRM to the rest of your business: your website, inbox, accounts package, phone system and marketing tools. Every enquiry, email, call, quote and invoice is linked to the right customer automatically, so your team always has the full picture.
We then automate the everyday work around your CRM, from capturing and assigning leads to sending follow-ups and creating tasks. If you need to connect systems that don’t involve your CRM, see our wider systems integration service.
What we connect to your CRM
We work with the CRMs UK businesses use most, including HubSpot, Salesforce, Microsoft Dynamics 365 and Zoho, as well as industry-specific systems.
Website and forms
Enquiries, quote requests and bookings from your website added to your CRM instantly, with the source recorded.
Email and calendar
Emails and meetings from Outlook logged against the right contact automatically.
Accounts package
Quotes, invoices and customer balances shared between your CRM and accounts, so sales can see who has paid.
Phone system
Calls logged against customer records, with click-to-call and call details available from the CRM.
Marketing and email tools
Contacts, lists and campaign activity kept in sync, so marketing always works from clean, current data.
Quotes and documents
Quotes, proposals and contracts generated from CRM data in a few clicks, ready to send and sign.
Service desk
Support tickets visible on the customer record, so sales and service teams share the same view.
Payments
Online payments and direct debits recorded against the customer automatically.
CRM automation
Once your CRM is connected, we automate the repetitive work your sales and service teams do every day. The CRM becomes something that works for your team, rather than something they have to keep updated.
- New leads assigned to the right person instantly
- Follow-up emails and tasks created automatically
- Reminders before renewals and contract end dates
- Deals moved through your pipeline as actions happen
- Welcome and onboarding emails sent to new customers
- Records kept clean, with duplicates merged automatically
AI in your CRM
AI makes the information in your CRM far more useful, helping your team decide where to spend their time.
Lead scoring
Enquiries assessed against your criteria, so the best opportunities are followed up first.
Email and call summaries
Long email threads and call recordings summarised into clear notes on the customer record.
Suggested next steps
Follow-ups and draft replies suggested from each customer’s history, ready to review and send.
Data migration and clean-up
A CRM is only as good as its data. Whether you’re moving systems or tidying up the one you have, we make sure your data is accurate and trusted.
Moving to a new CRM
We migrate your contacts, companies, deals and history from spreadsheets or an old system, mapped carefully so nothing is lost.
Cleaning existing data
Duplicates merged, missing details filled in and old records archived, so your team can trust what they see.
Keeping it clean
Rules and automations stop bad data getting back in, from duplicate checks to required fields.
Our Mission
Transforming the Way Businesses Work
Our mission is to transform the way businesses work through intelligent technology, AI and business automation, backed by proactive support.
Every solution we deliver is designed to help organisations:
Every solution we deliver is designed to help organisations:
The benefits of CRM integration
- Faster response to new enquiries
- Fewer missed follow-ups and lost opportunities
- A complete view of every customer in one place
- Accurate data your team can trust
- Less admin for sales and service teams
- Clear reporting without spreadsheets
CRM integration by industry
Here are some of the ways we connect and automate CRMs for different sectors:
Professional services
CRM linked to proposals, practice management and billing, so client history is in one place.
Recruitment
Job boards, CV inboxes and compliance tracking feeding straight into your recruitment CRM.
Financial services
Client reviews, document requests and compliance records tracked against each client.
Legal
Website and phone enquiries logged as new leads, with follow-ups automated until they instruct.
Construction
Quotes, site visits and job progress linked to each customer record.
Manufacturing
Sales orders, quotes and account balances shared between your CRM and ERP.
Wholesale
Trade accounts, orders and credit limits visible to sales in the CRM.
Property
Viewings, applicants, landlords and tenancy renewals tracked automatically.
Charities
Donors, Gift Aid declarations, events and campaigns kept in one record.
How it works
- 01 Discover We look at how your sales and service teams use the CRM today and where information goes missing.
- 02 Design We agree what connects to what, which automations to build and how your data should be structured.
- 03 Build and test We build the integrations and automations, then test them with real records from your business.
- 04 Launch and support We put it live, train your team and adjust it as your sales process evolves.
Related services
Customer story: recruitment
How a recruitment business saved 11 hours a week
Candidates were managed across a spreadsheet, an inbox and a CRM, with compliance documents chased by hand. We connected the systems so each candidate is created once and moves through screening, compliance and placement automatically, with reminders sent on their behalf.
11 hours
saved every week
1 day
to onboard a candidate, down from 6
Once
each candidate entered, not three times
Automatic
compliance reminders sent
CRM integration FAQs
What is CRM integration?
CRM integration connects your CRM to the other systems your business uses, so customer information flows in and out automatically instead of being typed in by hand.
Which CRMs do you work with?
We work with HubSpot, Salesforce, Microsoft Dynamics 365, Zoho and many others. If your CRM has an API, we can usually connect it.
Can you connect our CRM to our accounts package?
Yes. It’s one of the most common integrations we build, so sales can see quotes, invoices and balances without switching systems.
Do we need a new CRM?
Usually not. We start by getting more from the CRM you already have, and only recommend a change if it genuinely holds you back.
Can you move our data from an old system?
Yes. We migrate contacts, companies, deals and history, and clean the data along the way.
How long does a CRM integration take?
Simple integrations, such as website forms or email, can be live within days. Larger projects with several systems are usually delivered in stages over a few weeks.
Is our customer data kept secure?
Yes. Smart IT is ISO 27001 certified, and every integration uses secure connections with only the access it needs.
How is this different from systems integration?
CRM integration connects everything to your CRM. Systems integration connects any of your business systems to each other, such as your service desk to your accounts package.
