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One pipeline. No duplicates. No manual updates.
Most CRM pain is not the CRM — it is the five places leads come from and the human who is supposed to copy them in. I connect those sources to Pipedrive, HubSpot, ActiveCampaign or Airtable with lookup-before-create logic, so every lead lands once, in the right stage, with the right tag.
Typical integrations
- Lead intake — website forms, ClickFunnels, Typeform, Facebook/Instagram lead ads → person + deal in the CRM, with a lookup by email and phone first.
- Calendar ↔ CRM — Cal.com or Calendly bookings create deals and move stages; cancellations roll the deal back and trigger a follow-up.
- CRM ↔ marketing — tags and lists in ActiveCampaign or Mailchimp mirrored from deal stages.
- Notifications — new or stalled deals announced in Telegram or Slack with the context the rep needs.
- Reporting — a Google Sheet or weekly summary that always matches the CRM.
What you get
- Deduplication rules written down and agreed (what counts as the same person) — then enforced by the automation.
- Field mapping document: every source field and where it lands.
- Error handling: a failed API call is retried and, if it still fails, reported to you with the lead attached — never silently dropped.
- Everything in your CRM account and your automation workspace.
How a project runs
- Discovery call (free, 30 min). You walk me through the process; I ask about volumes, tools and who maintains the result.
- Written scope. Every step mapped, tools named, what "done" looks like, timeline and a fixed price. Nothing starts before you approve it.
- Build with test data. Error handling, retries and alerts are part of the build, not an extra.
- Review. You test against the scope checklist; fixes to anything off-scope are included.
- Handoff. Walkthrough video, step-by-step documentation, credentials in your accounts. Then 30 days of support.
Related work
Lead Qualification Router
Qualification form → phone-match router → Pipedrive deal → Google Sheets log → "Qualified" / "Not Qualified" tag in ActiveCampaign, before a rep opens the inbox.
Read the case →
Ebook Opt-in Funnel
ClickFunnels opt-in → Pipedrive lookup by email (phone fallback) → new vs. returning routing → person + deal → Sheets → ActiveCampaign tag.
Read the case →
Booking Cancellation Recovery
Cancelled Cal.com call → Pipedrive lookup → cancellation logged → "Call Discovery Cancel" tag → deal moved back a stage so the lead gets a real follow-up.
Read the case →Lead Processing Pipeline
Website form → HubSpot CRM → Telegram alert to sales → personalised email auto-reply. Zero manual steps.
Read the case →Questions
We already use a specific CRM or tool — can you work with what we have?
We have people manually copying leads and data between tools every day. Where do we even start?
What happens when something breaks or our tools change? Are we stuck waiting on you every time?
How long does a project actually take?
Describe your process
Which tools are involved, what is done by hand today, how often. I reply within 24 hours with a fit/no-fit answer and, if it fits, a fixed quote.