Service
CRM integration: website enquiries in your CRM, with their source.
CRM integration connects your website forms (and campaign sources) to the CRM your sales team already uses, so no enquiry is typed in by hand and every record shows where it came from. We assess what your CRM allows, map the fields, connect and test it end to end. Where an integration isn't sound, we say so.
Sound familiar?
- Enquiries land in an inbox and are typed into the CRM by hand.
- Your CRM doesn't show which campaign or page a client came from.
- The same contact appears twice, or not at all.
- You don't know how many enquiries became contracts.
What CRM integration means here
Generic guides on CRM integration cover every system a CRM can connect to. We focus on one link that matters for growth: from website and campaign to CRM. Each enquiry is first stored securely in FOR3 OS with its source, then passed to your CRM with the agreed fields. If the CRM is unreachable, nothing is lost.
Integration or process?
An integration moves data. Whether an enquiry is followed up is a matter of owners, statuses and agreements. If that's the bigger problem, start with our lead follow-up solution; the two often go together.
What you get
- Review of your current CRM, fields and way of working
- Forms with source tracking in FOR3 OS
- Field mapping: which data goes where, including source and campaign
- Handling of duplicates and failed transfers
- Integration with your CRM where technically sound and responsible
- End-to-end tests from form to CRM record
- Reporting from enquiry to contract per channel
How we work
Inventory
Which CRM, which fields, who follows up?
Assessment
Can it be connected, and is that wise?
Set-up
Forms, mapping and, if feasible, the integration.
Testing
Test enquiries from form to CRM.
What drives the cost
Your CRM
Whether the system allows a usable integration.
Number of forms and sources
Website, campaigns, phone or other channels.
Customisation
Fields and rules specific to your sales process.
What we do
- No enquiry lost when a transfer fails
- Honest answers per CRM about what's possible
What we don't promise
- Integration with every CRM
- Following up on your behalf without agreement
- Selling CRM implementations or licences
Frequently asked questions
Do I need to replace my CRM?
No. FOR3 OS can run alongside your CRM or serve as the source for website enquiries.
Which CRMs do you work with?
We assess each system individually. We advise per system rather than offering one standard integration.
Can I see the source of each enquiry in my CRM?
Where the CRM has fields for it, yes: page, channel and campaign, for visitors who gave consent.
What is a validated lead?
An enquiry a person has reviewed and judged a fit: a genuine request, within your offer and service area.
Discuss your project
Tell us briefly about your project. We'll reply with questions or a proposal for a call.