CRM integration for association websites
Every form fill landsin your CRM.
We connect association websites to HubSpot and Salesforce. Forms create contacts, member records stay in one place, and staff decide what the site can see.
Connected most often
Another CRM gets an API and export review before we promise a sync.
When your website and CRM don’t talk.
Staff retype form fills. One member turns into two contacts. Nobody knows who owns the sync, so nobody fixes it.
Sound familiar?
Forms land in an inbox
A form fill creates a contact in the CRM.
Two records for one member
One person, one record, in the CRM. The site connects to that record.
A sync nobody owns
You hold the credentials and can revoke them. Staff decide what the site is allowed to know.
Decide what syncs before anything is built.
Every contact field goes in one of three lanes. You sign off on the lanes before the build starts.
Syncs
A form fill creates a CRM record. Page content can follow contact status.
Stays in the CRM
Contacts live in the CRM. The site reads them and writes back, and a directory stays in sync.
Stays manual
A person handles the records an automation would get wrong.
A CRM integration plan your team can build from.
Four documents, finished before the build. Your staff, your developer, or our team can work from them.
Systems audit
We list the CRM, forms, email, payments, and analytics tools on the member path, and what the site needs from each.
Contact data-flow map
We mark which contact fields move, which stay put, and where a person is safer than an automation.
Website and portal handoff
We plan how the public site, member portal, and CRM link, so a member is asked once and staff know who owns the record.
Phased build plan
We turn the map into phases, with the risks, the dependencies, and the person who owns each one.
CRM integration questions, answered.
Which CRMs we connect, what the plan includes, and whether we build it. Bring anything else to the call.
Do you work with HubSpot and Salesforce?
HubSpot and Salesforce, most often. For another CRM, we review the API and the export before we promise a sync.
What does CRM integration planning produce?
A data-flow map, a website handoff plan, a list of risks and dependencies, and a phased scope. The plan is finished before the build starts.
Do you build the CRM integration or just plan it?
Both, when the CRM API can support the connection. On a complex job we write the plan and name who owns the sync before anyone writes code.
Tell us which CRM you use.
We will tell you what can sync, what should stay manual, and where to start.