CRM Integration & Automation
Stop copying data between tools that should already talk.
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About the service
We connect your CRM to everything around it: website forms, telephony, email, calendar, accounting, marketing platforms and ad accounts. Data flows in both directions with deduplication, field mapping and error handling, so the CRM becomes the single reliable record instead of one of five conflicting ones.
11h
manual data entry saved per team per week
<60s
from website enquiry to assigned task in the CRM
0
duplicate records after deduplication rules go live
Challenges we solve
- #1
The same customer exists three times with different spellings.
We implement fuzzy matching on email, domain, phone and normalised company name, merge historical duplicates once and block new ones at the point of entry.
- #2
Marketing cannot prove which campaign produced actual revenue.
We capture the source on first touch, carry it through the whole record and push won deals back to Google Ads and Meta as offline conversions, closing the loop between spend and revenue.
- #3
An integration silently stops working and nobody notices for weeks.
Every connection gets health monitoring with a heartbeat, a failure alert into Slack or email and a replay function that reprocesses missed records once the cause is fixed.
- #4
Accounting re-types every won deal into the invoicing system.
We connect the CRM to lexoffice, DATEV or sevDesk so a won deal creates a draft invoice with the correct tax treatment, and payment status flows back to the deal record.
CRM integration & automation
Integration is where most CRM investments quietly fail. A field mapped wrongly once produces bad reports for a year. We build each connection with idempotent writes, retry queues and an alert channel, then document what syncs where and how often. The immediate payoff is time saved on manual entry; the bigger one is that marketing spend can finally be optimised against closed revenue rather than form submissions.
Recommended services
- 01 - 7AI voice agents (AI telephony)Every call answered in German, at midnight and during the rush.
- 02 - 7AI chatbots & assistantsAn assistant that answers from your documents, not from guesswork.
- 03 - 7Sales pipeline automationEvery lead followed up, scored and routed without a reminder.
- 04 - 7Document & data processing (RAG)Turn contracts, invoices and PDFs into data you can query.
- 05 - 7Workflow automation (n8n / Make / Zapier)Replace the recurring manual task with a process that never forgets.
- 06 - 7AI content generationPublish ten times more, without sounding like a machine.
- 07 - 7Custom LLM integrationsLanguage models built into your product, not bolted on beside it.
Frequently asked questions
A single connection such as website to CRM starts at 600 EUR. A full integration landscape with five to eight systems, deduplication and monitoring typically costs 4,000 to 12,000 EUR.
Anything with an API or a webhook: HubSpot, Pipedrive, Salesforce, Zoho, Microsoft Dynamics, plus German tools such as lexoffice, DATEV, Placetel and sipgate. For legacy systems we build a file or database bridge.
We use n8n or Make for straightforward flows because your team can adjust them later. For high volume or complex logic we write a dedicated service, which is cheaper to run at scale.
Monitoring detects the failure immediately and our support package covers the adjustment. Without a support package we quote the fix separately, usually a matter of a few hours.
We keep processing inside the EU, transfer only the fields actually needed, encrypt in transit and document every flow in a form your data protection officer can add to the processing register.
ourclients
- Markus LehmannReview from Google2 months ago
websitebestellen exceeded our expectations! The new website is modern, fast and precisely tailored to our target group. Working together was straightforward and highly professional. A clear recommendation!
- Sabrina HoffmannReview from Google2 months ago
Great experience from start to finish! The team at websitebestellen advised us excellently, implemented our wishes and created a wonderful website. Absolutely recommendable!
- Lea SchneiderReview from Google2 months ago
websitebestellen took our online presence to a new level! The site not only looks great, it also brings us noticeably more enquiries and customers. Thank you for the excellent work!
Related reading
- AI telephony: when it pays off and when it does notA sober look at voice agents for German SMBs: the call volumes that justify the investment, and the situations where a human is simply cheaper.
- RAG chatbots on your own documentsHow retrieval-augmented generation works in practice, what it costs, and why data preparation decides whether the answer is trustworthy.
- Mobile app or PWA? A decision guideWhat a progressive web app can do in 2026, where a native app is still unavoidable, and how the costs compare over three years.
Your contact person
Miriam Kraus
I read every request personally and get back to you within one business day.