CRM integrations that actually match how your business sells

Your CRM is only as good as the data that flows into it. If leads go missing between web forms, sales tools, email platforms, and your CRM, you end up with bad reporting, manual work, and a sales team that does not trust the numbers.

BYBOWU is a Phoenix-based web and app development agency working with companies across the US and worldwide. We design and implement CRM integrations so your website, apps, and internal systems sync cleanly with the CRM you already use, without adding brittle scripts or mystery automations.

Common CRM headaches we fix

Most teams come to us after trying to wire things together with plugins, Zapier zaps, or one-off scripts. Typical issues include:

Leads captured on the website never make it into the CRM, or land with missing fields.
Duplicate contacts and companies across tools, making reports and forecasting unreliable.
Sales reps working from spreadsheets because CRM data is out of date or hard to trust.
Marketing automation tools and CRMs pushing conflicting data back and forth.
Custom web apps, portals, or marketplaces that sit completely disconnected from the CRM.
DIY integrations that break whenever someone changes a field, a form, or a vendor API.

Our job is to turn that tangle into a clear, documented integration layer so every lead, deal, and activity flows where it should.

How we approach CRM integration projects

We treat CRM integrations as product work, not just "hooking up an API". The goal is reliable data and smoother workflows for your team.

Discovery and data mapping. We start with how you sell today. What is a lead, what is an opportunity, what counts as a qualified demo? We map existing forms, touchpoints, and systems to your CRM objects, fields, and pipelines.
Architecture and tooling choices. Based on your stack, we decide whether to use native connectors, iPaaS tools, or custom API integrations. This is usually tied into our broader Integrations & API Development work.
Implementation and field-level validation. We build the integrations, handle authentication, and set up validation rules and error handling so bad data does not quietly pollute your CRM.
Testing with real-world scenarios. We test key flows across your website, apps, and internal tools. New lead, booked demo, new order, churned customer, updated company details, and more.
Monitoring, logging, and handover. We add basic monitoring and logs so your team can see what is happening. You get documentation, and if you want, ongoing Support & Maintenance from our team.

What you get as concrete deliverables

Every CRM integration engagement includes tangible assets your team can rely on, even if we are not in the room:

Data flow diagram showing which systems send and receive which fields.
Field mapping document for your CRM objects (contacts, companies, deals, custom objects).
Configured and tested API integrations between your CRM and key systems.
Fallback and error-handling behavior, so failures are logged and visible.
Basic monitoring setup and admin-level documentation for future changes.
Optional training session or recording for your ops or RevOps team.

What you can order

Website-to-CRM lead capture setup — We connect your website forms, landing pages, or WordPress/Webflow sites to your CRM so every inquiry is tracked as a contact, company, and deal with the right source and campaign data. Ideal if you are focused on lead generation from your marketing site. Pairs well with our Web Development and Landing Page Development & CRO services.
Ecommerce and CRM sync — For Shopify, custom ecommerce, or marketplaces, we sync customers, orders, and key events into your CRM. This lets sales and marketing see purchase history, lifecycle stage, and engagement in one place. Related: E-commerce Development and Shopify Development.
CRM + marketing automation integration — We align your CRM with tools like email platforms or ad platforms so segments, tags, and lifecycle stages stay in sync. That means more accurate campaigns and less time cleaning lists. Complements our SEO & Digital Marketing services.
CRM integration for custom apps and portals — If you run a custom SaaS product, portal, or internal tool, we design an API-based integration where account signups, upgrades, cancellations, and usage metrics are tracked in the CRM for sales and success teams. Often combined with SaaS Product Development or Custom Software Development.
CRM migration and consolidation — We help you move from one CRM to another, or consolidate multiple instances, with careful field mapping, deduplication, and connection back to your website and key tools. Includes go-live planning and rollback strategy.

How engagement works with BYBOWU

The teams we work with are busy, so we keep the collaboration predictable.

1. Intro and quick audit. We review your current stack, CRM, and a few key flows. This can be a short call plus access to your tools, no heavy workshop required.
2. Scope and options. You get a short proposal with what we recommend for phase 1, including systems in scope, timelines, and a budget range. If there are multiple paths, we spell them out.
3. Implementation sprints. We work in focused iterations, tackling the most valuable flows first. You see progress in staging or sandbox environments before anything touches production.
4. Launch and stabilization. We schedule go-live to minimize risk, monitor the first days of traffic or data syncs, and adjust field mappings or rules based on what we see.
5. Iterate or hand off. After phase 1, you can keep us on to expand integrations or hand over to your internal team with documentation and support channels.

If you want in-person sessions and you are near Phoenix, AZ, we can meet on site. For everyone else, we run projects smoothly over video and async tools.

Why choose BYBOWU for CRM integrations

We start with your sales process, not the API docs. Many integrations fail because they ignore how your team actually works. We design integrations around your lifecycle stages, handoffs, and reporting needs.
Product, engineering, and ops thinking in one place. Our background in web apps, ecommerce, SaaS, and data means we can see how CRM changes will impact your site, marketing, and operations, not just the dev side.
Stable foundations that survive change. CRMs evolve, fields change, teams grow. We favor clear mappings, documented logic, and sensible error handling so your integration does not fall apart with the next marketing experiment.
Honest communication and realistic trade-offs. If something is overkill for your stage, we will tell you. If there is a simpler phased approach, we will propose it. No buzzwords, just clear recommendations.
Long-term partner if you need one. Many clients start with a single integration, then bring us back for additional systems, analytics, or AI & Automation tied into their CRM.

Proof it works in the real world

Marketplace with CRM-connected customers

For a modern clothing marketplace similar to our SixZeros project, we connected customer signups, orders, and support tickets to the CRM. This gave the team a single view of each buyer and clearer data for remarketing and loyalty campaigns.

B2B dropshipping portal with synced accounts

On a wholesaler and dropshipping portal like MonoDrop, we integrated the portal with a CRM so new reseller accounts, order volumes, and activity were visible to sales in near real time, simplifying account management.

Lead tracking for a roommate matching platform

For a roommate finder platform such as Roome, we wired the web app into a CRM so signups, inquiries, and key engagement signals were tracked, giving the team better insight into demand and follow-up needs.

Questions founders usually ask

Which CRMs do you work with?

We typically work with modern, API-friendly CRMs and related tools. The exact stack matters less than your process and data needs. If your CRM offers a stable API or reliable export/import options, we can usually integrate it with your website, apps, and other systems.

What budgets do CRM integration projects typically require?

Simple website-to-CRM setups are on the lower end, multi-system integrations or migrations sit in the middle, and complex app-level integrations are higher. If you share your constraints, we can suggest a realistic phase 1. You can also review ranges on our Prices page.

Will there be downtime when you connect or migrate our CRM?

For most projects we work in sandboxes or parallel instances, then cut over once everything is tested. We plan any necessary freezes or maintenance windows with you so the impact on sales and support is minimal.

How do you handle data quality and duplicates?

We address data quality up front with field mappings, normalization rules, and deduplication strategies. Where possible we use unique identifiers and clear merge rules so contacts, companies, and deals stay clean as data flows in from multiple sources.

Can our internal team maintain the integration after launch?

Yes. Some clients keep us on retainer, others prefer to own everything in-house. In both cases we document the setup and can provide a handover session so your ops, RevOps, or engineering team understands how to extend or adjust the integration safely.

Can you work with our existing developers or agency?

We often collaborate with in-house teams and other vendors, especially when integrations touch existing apps or marketing systems. We are comfortable taking the lead on architecture and implementation or fitting into an existing plan, depending on what you need.

Talk through your CRM integration plans

If you already know which systems need to talk to your CRM, we can usually outline a phase 1 plan, budget range, and timeline within one business day.

If you are still sorting out your stack, we are happy to review your current setup and suggest a practical path that does not overload your team.

CRM Integrations

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