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Polktab
API IntegrationsCustom quote

CRM Integration

Integration of supported CRM systems with websites or internal applications to synchronize approved customer, lead or workflow data.

From $100 · 1-4 weeks

Overview

We map the fields, pipelines and objects in your CRM to the data your website or application collects, then build the sync in one or both directions using the CRM's API. Typical work includes sending form submissions as leads, updating deal stages from app events, deduplicating contacts and triggering CRM automation rules. You receive a tested integration, a field mapping document and notes on how to adjust mappings when your CRM setup changes.

Benefits

  • Leads reach the CRM without manual entry

  • Consistent customer records across systems

  • Fewer duplicate contacts

  • Sales stages updated from real events

What's included

  • CRM mapping
  • Form and data sync
  • Automation rules
  • Testing

Typical use cases

  • Website forms sending leads to the CRM
  • Syncing app users with CRM contacts
  • Updating deals from orders or subscriptions
  • Moving from spreadsheets to CRM-based tracking
  • Connecting an internal tool to the sales pipeline

How it works

  1. Review of CRM objects, fields and pipelines
  2. Field mapping and sync direction design
  3. Integration build with deduplication rules
  4. Testing with sample records
  5. Mapping document and handover

What we need from you

  • Admin or API access to the CRM
  • List of fields and objects to sync
  • Access to the website or application code
  • Rules for handling duplicates and conflicts

Service FAQ

We work with CRM systems that provide a documented API or webhook support. Feasibility for a specific CRM and plan level is confirmed after reviewing its API capabilities.

Related services

Starting from

$100

Typical range: $100 – $1,500

1-4 weeks

Type: Custom quote

Final pricing depends on approved project scope and complexity.

Ready to start your next software project?

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