CRM integration that removes friction from your sales process
HubSpot, Pipedrive, Zoho, Dynamics, Odoo, Monday - you name it.
Less friction. More sales.
20+
CRM Workflows Connected
6+
CRM Platforms Integrated
3w
Integration Prototype Timeline
1
Sales Ops Layer
Custom CRM Integration Services
Business oriented
CRM integration
TechUnit connects CRMs with the tools your team already uses, including websites, forms, email platforms, Slack, dashboards, spreadsheets, support systems, automation tools, and custom APIs.
CRM Integration Problems We Fix
Leads enter the CRM manually?
Forms, landing pages, ads, chatbots, and inbound requests can flow directly into the right CRM pipeline.
Sales teams miss follow-ups?
Automated tasks, reminders, deal updates, and alerts help reps act on the next step faster.
CRM data is messy or incomplete?
Fields, stages, contact records, owners, sources, and deal data can be cleaned, mapped, and standardized.
Marketing and sales do not sync?
Lead sources, campaign data, lifecycle stages, and handoffs can be connected across both teams.
Reports are hard to trust?
Clean CRM structure and reporting logic make pipeline, conversion, source, and revenue data easier to understand.
Your CRM does not talk to other tools?
CRM integrations connect email, forms, Slack, websites, dashboards, support tools, and internal platforms.
Pipelines are not built around real sales flow?
Deal stages, fields, automations, and owner logic can be configured around how your team actually sells.
Migration feels risky?
CRM migration can be planned with data mapping, testing, backup logic, and phased rollout.
Existing automations keep breaking?
Unstable workflows, duplicate records, broken triggers, and unclear ownership can be audited and fixed.
Full-service CRM Integration
Whatever CRM your team uses - we connect it to the workflows that move revenue.
CRM Strategy & Sales Process Mapping
The right setup starts with the way your team sells. We map lead sources, pipeline stages, sales roles, handoffs, required fields, and reporting needs before integration begins.
HubSpot CRM Integration
HubSpot becomes more useful when data, automation, and reporting are aligned. Contacts, deals, forms, lists, workflows, lifecycle stages, and dashboards are configured around real sales operations.
Pipedrive, Zoho, Dynamics & Odoo Setup
Different CRMs need different structures. Pipelines, stages, custom fields, permissions, activities, automations, and integrations are set up based on the platform your team uses.
CRM Data Migration & Cleanup
Messy CRM data creates messy sales decisions. Existing contacts, companies, deals, owners, sources, tags, and historical records are reviewed, cleaned, mapped, and prepared for reliable use.
Sales Workflow Automation
Sales teams need fewer manual reminders. Automated workflows can create tasks, assign owners, update stages, send alerts, and keep follow-ups tied to pipeline movement.
Lead Capture & Marketing Sync
Marketing data becomes more valuable when it reaches the CRM cleanly. Forms, ads, landing pages, email campaigns, and lead sources are connected to sales stages and contact records.
CRM Reporting & Dashboards
Leadership needs visibility without manual exports. CRM dashboards can show pipeline health, lead sources, conversion rates, sales activity, forecast data, and team performance.
API, Tool & Automation Integrations
The CRM works best when connected to the full tool stack. APIs, webhooks, automation platforms, Slack, email, spreadsheets, support tools, and internal systems can move data where it needs to go.
How We Work
CRM Audit & Process Discovery
- Current CRM structure review
- Sales process and pipeline mapping
- Lead source and handoff analysis
- Tool stack and integration audit
- Data quality and reporting gap review
Integration Planning
- CRM architecture planning
- Field, stage, and ownership logic
- Data mapping and migration plan
- Automation and trigger design
- Reporting and dashboard requirements
Setup & Integration
- CRM configuration
- Tool and API connections
- Form, website, email, and workflow sync
- Pipeline and automation setup
- First test environment review
QA & Data Validation
- Record and field testing
- Workflow and trigger checks
- Duplicate and data accuracy review
- Dashboard and report validation
- User role and permission testing
Launch & Handover
- Production rollout
- Team training and documentation
- Admin handover
- Post-launch monitoring
- Ongoing CRM support available
Case Studies
Results that Compound
Built ML that Underwrites a Mortgage in Seconds
Two Canadian banks were issuing mortgages in weeks. We built the ML system that automated underwriting end to end.
In Their Words
We’ll connect your CRM, tools, data, and workflows so your team can sell with less friction.
Got a CRM that slows your sales team down?
Industries We Build For
We integrate CRMs for teams that need cleaner data, faster follow-ups, better reporting, and stronger sales operations.
Financial Services
CRM integrations for lenders, fintech platforms, investment firms, insurance teams, and financial service providers that need controlled data, clear pipelines, and reliable follow-up workflows.
SaaS & Software
CRM setups for SaaS companies that need lead routing, demo requests, lifecycle stages, product-qualified leads, customer success handoffs, and revenue reporting.
Real Estate & PropTech
CRM integrations for property platforms, agencies, developers, and brokers with listing inquiries, lead qualification, follow-ups, pipeline tracking, and source attribution.
Rentals & Property Management
CRM workflows for booking requests, availability inquiries, client follow-ups, property operations, maintenance communication, and multi-location team coordination.
Crypto & Web3
CRM systems for Web3 teams that manage investor relations, partnerships, user requests, community leads, support handoffs, and fast-moving business development workflows.
E-commerce & DTC
CRM integrations for customer data, retention flows, order-related communication, email marketing, loyalty workflows, support handoffs, and campaign attribution.
Healthcare & MedTech
CRM workflows for patient inquiries, partner communication, sales pipelines, internal approvals, documentation, and carefully reviewed operational processes.
Professional Services
CRM setups for agencies, consultancies, legal teams, accounting firms, and B2B service businesses that need better lead tracking, client follow-ups, and proposal workflows.
Education & EdTech
CRM integrations for admissions, student inquiries, course applications, lead nurturing, counselor follow-ups, event registrations, and enrollment reporting.
Why Now
A CRM that is disconnected, messy, or underused limits every sales and marketing effort built around it.
Leads lose momentum quickly
When leads wait in forms, inboxes, spreadsheets, or manual lists, response time drops. CRM integration helps every inquiry move into the right workflow faster.
Sales visibility depends on clean data
Pipeline reports are only useful when fields, stages, owners, and sources are reliable. Clean CRM structure makes decisions easier to trust.
Manual follow-ups do not scale
As lead volume grows, reminders and updates become harder to manage manually. Automation keeps next steps visible without constant checking.
Marketing needs feedback from sales
Campaign performance depends on what happens after the lead enters the pipeline. CRM integration connects lead sources to deal outcomes and revenue signals.
Fixing CRM chaos gets harder later
The longer a team works around a messy CRM, the more duplicate data, broken logic, and reporting gaps accumulate. Clean integration now prevents larger operational debt.
Tell us what you need -
we’ll take it from there
No commitment required to start. Share the tools you use, the steps your team repeats, and where work slows down. We’ll identify what can be automated first and what kind of system makes the most sense.
Book a Strategy Call
Frequently Asked Questions
Questions, Answered
What CRM platforms do you integrate?
We work with HubSpot, Pipedrive, Zoho, Microsoft Dynamics, Odoo, Monday, Salesforce, Airtable-based CRMs, and custom CRM systems.
Can you connect our website forms to the CRM?
Yes. We can connect contact forms, lead forms, landing pages, demo requests, booking forms, chatbots, and campaign forms directly to your CRM.
Can you automate sales follow-ups?
Yes. CRM automations can create tasks, remind owners, update deal stages, send alerts, trigger emails, and notify the team when action is needed.
Do you help with CRM migration?
Yes. We can support data mapping, cleanup, import planning, duplicate review, field setup, migration testing, and phased CRM rollout.
Can you fix an existing CRM setup?
Yes. We can audit your current CRM, clean up fields, improve pipeline structure, fix broken workflows, reconnect tools, and make reporting more reliable.
Can the CRM integrate with marketing tools?
Yes. CRM integrations can connect email platforms, ad campaigns, landing pages, UTM tracking, automation tools, newsletters, and marketing dashboards.
How long does CRM integration take?
A focused CRM setup or integration can often be prototyped in a few weeks. More complex migrations, multiple tool connections, automations, and reporting dashboards take longer depending on scope.
Is CRM integration safe for sensitive data?
It can be designed with permissions, access control, field-level logic, approved workflows, testing, documentation, and monitoring for sensitive business processes.
How do we know what to integrate first?
We start by reviewing your sales process, CRM structure, lead sources, reporting gaps, and manual steps. Then we prioritize the integration that removes the most friction fastest.
Let’s connect your CRM to the way your team actually sells.
You bring the sales process. We bring the CRM structure, integrations, automations, and reporting logic to reduce friction. A senior team maps it, connects it, tests it, and keeps improving it after launch.