🔌 CRM integration

Every lead lands in your CRM. No manual entry. No dropped chats.

Your CRM is only as good as the data that reaches it. We build the pipes: Meta Lead Ads and IndiaMART inquiries land as CRM records in seconds, WhatsApp conversations sync two-way with the deal they belong to, and payments, ERP and e-commerce events update records automatically.

✓ 30 minutes with a senior engineer — not a sales rep  ·  ✓ written scope, no obligation  ·  ✓ serving Hyderabad & all of India

The bottleneck

Why out-of-the-box systems fail sales teams.

Leads are scattered across five inboxes

WhatsApp, Instagram DMs, IndiaMART, Google Ads and Meta campaigns each hold a piece of your pipeline. Reps retype them into the CRM — slowly, and with errors.

Slow response kills B2B deals

When a lead waits more than five minutes, conversion drops sharply. A static CRM without automated WhatsApp routing leaves high-intent prospects waiting while your reps are busy.

Integrations that break silently

Freelance webhook setups fail at 2am with no alert, and nobody notices until the pipeline report looks wrong a month later.

What you get

Delivered, documented and monitored.

Meta Lead Ads, IndiaMART, TradeIndia & web forms → CRM in real time
Official WhatsApp Cloud API ↔ CRM: two-way chats and message logging
Zoho CRM, HubSpot, Salesforce, LeadSquared and custom/in-house systems
Razorpay, Cashfree, Zoho Books, Tally, Shopify & WooCommerce sync
Deduplication, field mapping and error handling — no silent drops
Written API documentation and webhook monitoring after launch

Webhook & lead routing

Meta Lead Ads, IndiaMART, TradeIndia and web-form submissions create CRM records in real time — with deduplication and field mapping.

Two-way WhatsApp sync

Official WhatsApp Cloud API conversations logged against the right contact and deal — agents reply without leaving the CRM.

CRM platform connectors

Zoho CRM, HubSpot, Salesforce and LeadSquared connections built and tested at API level in sandbox.

Commerce & billing sync

Shopify, WooCommerce, Razorpay and Cashfree events update orders and payment records automatically.

ERP & books sync

Zoho Books and Tally Prime integration so billing and sales live in one record, no double entry.

Monitoring & support

Queued retries, failure alerts and webhook uptime monitoring after launch — under the support SLA.

Connectivity

Connect your entire growth stack in real time.

CRM platforms

Zoho CRMHubSpotSalesforceLeadSquaredCustom / in-house systemsSpreadsheet-to-CRM migration

Lead channels

Meta Lead Ads webhooksIndiaMARTTradeIndiaGoogle AdsWhatsApp Cloud APIWebsite & form submissions

Commerce, finance & ERP

RazorpayCashfreeShopifyWooCommerceZoho BooksTally PrimeCustom REST APIs

Communication

WhatsApp Business APITransactional email (SES / SendGrid)SMS gatewaysTelephony / call logs
Methodology

Our 4-step implementation process.

1Discovery & architecture audit

We map your lead lifecycle, the systems in play and where data is lost today — and send you a written audit.

2Webhook & API development

Secure endpoints, field mapping, deduplication rules and error handling, tested against sandboxes.

3Sandbox test runs

End-to-end simulated sends to guarantee zero dropped payloads before anything touches live data.

4Launch, monitoring & SLA

Go-live, team walkthrough, written documentation and ongoing webhook uptime monitoring.

Scope & timeline

Typical projects, typical timelines.

Every engagement starts with the free audit and a written, fixed scope — these are the timelines we most often quote.

ProjectWhat's includedTimeline
Single-platform integrationOne channel (e.g. Meta Lead Ads) into Zoho/HubSpot with dedupe5–10 business days
WhatsApp Cloud API ↔ CRMTwo-way chats + template notifications in your CRM1–2 weeks
Multi-platform rolloutCRM + WhatsApp + payments + ERP together2–4 weeks
Is this for you?

An honest fit check.

✓ A great fit

  • You already run Zoho, HubSpot, Salesforce or LeadSquared and leads arrive from ads / IndiaMART / WhatsApp
  • reps lose time on manual entry
  • you want WhatsApp activity inside the CRM
  • you're migrating from spreadsheets to a real system

✗ Probably not

  • You have no CRM yet and no pipeline — start with a workspace like The Tech Pad (free to try) and a simple CRM before paying for integration engineering
  • your only need is a weekly spreadsheet export
FAQ

Common questions, straight answers.

Can you connect the official WhatsApp Cloud API directly with our CRM?

Yes. We configure Meta's official WhatsApp Business Cloud API so inbound chats can be logged against the right CRM record, agents reply from within the CRM, and approved template messages (order updates, reminders, campaigns) send automatically.

Which CRM platforms do you integrate?

Zoho CRM, HubSpot, Salesforce, LeadSquared and custom or in-house systems. If yours isn't listed, the audit will tell you whether an API exists to connect it — most modern CRMs have one.

How long does a typical CRM integration project take?

Standard webhook setups and single-platform integrations take 5 to 10 business days. Comprehensive multi-platform rollouts with custom business logic deploy within 2 to 4 weeks.

What happens if a webhook fails?

Payloads are queued, retried and logged, and failures alert the team instead of vanishing. Monitoring stays on after launch under the support SLA.

Do you migrate legacy data without downtime?

Yes. Field mapping, schema sanitation, deduplication and historical imports run with zero interruption to live business operations.

Can you integrate IndiaMART or TradeIndia leads?

Yes — real-time webhook routing into your CRM, with deduplication so the same inquiry never becomes two records.

Free 30-minute architecture audit

We map your lead lifecycle and show you where data is lost today — you get a written findings document and a fixed quote. No obligation.

Book the audit on WhatsApp →
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