Capture the right details
Connect one agreed form, webhook or supported lead source. Map the fields your team needs into the existing CRM.
For businesses already receiving enquiries
Get your enquiries into the CRM your team already uses.
When a form submission needs copying, arrives twice or never reaches the right person, following up becomes harder. We connect one enquiry source to one CRM, with agreed duplicate rules and an alert when delivery fails.
Start by writing down the source, the CRM and what currently goes wrong. No call required to send a brief.
A focused first implementation
One complete handoff, from enquiry to assigned record.
Handle duplicates deliberately
Agree when to create a record, update an existing contact or flag a conflict. Test repeat submissions before handover.
Make failures visible
Add an agreed failure notification, safe recovery steps and a short operating guide so the team knows what to do next.
Exact feasibility depends on the source and CRM APIs, account plans and available permissions. We check these before agreeing the implementation.
Know what you are accepting.
The written scope sets the fields, matching rules, destination, delivery timing and acceptance cases before work starts.
New enquiry
An authorised test submission reaches the correct CRM record with the agreed fields and owner.
Repeated enquiry
Sending the same submission again follows the agreed duplicate rule without creating an unintended extra record or notification.
Failed delivery
A controlled failure produces the agreed alert; recovery is demonstrated without duplicating the business action.
Handover
Receive the agreed workflow or code, a walkthrough and operating notes in accounts you control.
See how we test duplicate delivery.
Our interactive webhook lab illustrates repeat delivery, lost acknowledgements and recovery decisions.
Explore the synthetic demonstration →This is an internal synthetic demonstration, not a client case study or a live integration with your CRM. Your provider connection requires its own validation.
A clear commercial starting point.
- Send a short, non-confidential brief. We check whether the requested connection is a fit.
- After confirming the dependencies, receive a written fixed-price scope, payment milestones, timing and acceptance criteria.
- Any necessary paid diagnostic is proposed separately and requires your agreement before it starts.
- Additional sources, full CRM migrations, advertising, automated calls and ongoing maintenance are separate scopes. Third-party costs are disclosed before purchase.
This service connects enquiries you already receive. It does not include finding prospects or a promise of more sales.
Start with three facts
Where do enquiries arrive, where should they go, and what breaks?
Include your source, CRM and current problem in the brief. Please leave out passwords and personal customer data.
Send your enquiry-to-CRM brief →For agencies with an existing client project, see our delivery approach. Submitting a brief creates no purchase or subscription.