Define the record
Agree which system owns each field, what starts a transfer and how to recognise an existing customer. Separate a new enquiry from a new contact.
CRM integration for websites and business tools
Keep the right customer information connected across your website, CRM and team. We map records, events and ownership before building the integration.
Scope, price, external costs and acceptance tests are agreed before implementation.
The first useful result
A defined transfer between named systems, with clear field ownership and a record your team can act on. The MOMA LIV case shows website, Bitrix24, Meta and partner-company work; each new connection still needs its own access and feasibility check.
Who it is for
For a business where people copy the same details between tools, partner companies use different systems or a form notification never becomes a complete sales task.
What can be included
- Source-of-truth and field mapping.
- Forms, API events and agreed status updates.
- Contact and lead matching rules.
- Conversation references and manager assignment.
- Retries, duplicate protection and error alerts.
- Documentation of providers, access and recovery.
Build one complete connection
Implement the agreed route with authentication and permissions appropriate to the task. Handle missing or conflicting information explicitly.
Verify data and recovery
Compare source and destination records, repeat the event and interrupt a provider connection. Confirm what the team receives and who recovers a failed transfer.
Related work
MOMA LIV
A property website, CRM, Meta channels and partner-company integrations working together in the sales process.
Related workA practical guide: How to define an automation before building itBefore we start
Do you only work with one CRM?+
No. Our work includes Bitrix24 and Kommo. Other systems are assessed against the required APIs, permissions and business process.
Will a retry create another lead?+
Duplicate behaviour is part of the scope. We define stable identifiers and matching rules and include repeated events in acceptance testing.
Can several companies participate?+
Yes, where access and data-sharing responsibilities are agreed. Partner integrations need clear boundaries for records, permissions and support.
Discuss this service
Scope, price, external costs and acceptance tests are agreed before implementation.