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CRM integration

(per project, fixed scope)

Every lead in your CRM, with nothing lost

Connect your website, forms and marketing tools to your CRM so no lead slips through.

$1,250 fixed price, or $1,063 with a plan

Create your accountGet a free recommendation

The problem

When forms, ads and email tools don't feed your CRM, leads get lost and reports don't add up. Sales ends up working from spreadsheets.

Best for businesses with leads arriving from several sources; teams moving to a new CRM; companies with duplicated or messy CRM data.

  • Leads arrive by form, email and ads and some never reach the CRM
  • The same contact appears three times with different details
  • Reports don't add up because data is scattered

How we fix it

  • We map your CRM fields and connect every lead source
  • We remove duplicates and clean your existing data
  • We hand over to your team so they trust the data
app.firstpersonmarketing.com
Task board for a service in the client portal
Every service gets its own task board in your client portal

How CRM integration works

Each step is a task in your client portal. You see the hours logged against it, and nothing is marked done until you approve it.

  1. 1

    CRM requirements

    Strategy team

    We agree what data you need and where it comes from

  2. 2

    Data mapping

    Strategy team

    We map fields between your tools and the CRM

  3. 3

    Form and tool connections

    Development team

    We connect forms, ads and email tools

  4. 4

    Data cleanup

    Development team

    We merge duplicates and clean records

  5. 5

    Team handover

    Video team

    We train your team on the new setup

What you get

What to expect

Timings depend on the scope agreed in your brief.

  1. Week 1

    We agree the brief and scope with you, so you know what you'll get.

  2. During the work

    Each step is a task in your portal. You approve it or ask for changes.

  3. Delivery

    Delivered on the timeline agreed in your brief, after your final approval.

What clients say

All reviews
“Eindelijk een welkomstflow die werkt. We hadden een lijst van ruim 3.000 klanten waar we nooit iets mee deden. Fijn dat ongebruikte uren gewoon doorschuiven naar de volgende maand.”
Pieter van DijkEmail marketing, Oct 2026Nederlands
“We're a two-location dental practice and were basically invisible on Google Maps. Three months in, the second office finally shows up when you search from the neighborhood next door. I like that I can see exactly what they worked on each week in the portal instead of getting a vague monthly email.”
Megan R.Local SEO, Oct 2026English
“Llevábamos meses sin publicar nada en Instagram. Ahora aprobamos el calendario a principio de mes y se olvida uno del tema. Los diseños van con nuestra marca y las respuestas a comentarios son rápidas.”
Lucía FernándezSocial media marketing, Oct 2026Español

$1,250 fixed price

Paid before work starts, and delivered on the timeline agreed in your brief. With a monthly plan it's $1,063.

Sign-up takes about 2 minutes. Your first task is due within 5 days of starting the service.

Create your account

Ask us a question

Included

  • CRM data mapping
  • Forms and tools connected
  • Clean, deduplicated data

What we need from you

  • Admin access to your CRM and connected tools
  • Your sales stages and required fields
  • A contact for the team handover

Who works on CRM integration

Each step goes to the team that specializes in it. Every task is checked before it reaches you, and your portal shows which team did it and the hours it took.

Questions about CRM integration

Which CRMs do you support?

Common CRMs like HubSpot, Salesforce and Pipedrive. We confirm the connections in the requirements step.

Will our existing data be safe?

We back up and map your data before cleaning it, and agree any merges with you.

Who does the work?

Specialists from our Strategy, Development and Video teams. Each task is checked before it reaches you, and shows which team did it and the hours it took.

Do I need a monthly plan?

No. CRM integration is a one-off fixed price, paid before work starts. A plan is optional and takes 15% off.

How is CRM integration billed?

It has a fixed price of $1,250, paid before work starts. Clients on a monthly plan get 15% off.

Can I get my money back?

Fixed-price projects are covered by the Service Level Agreement for that service. The 90-day money-back guarantee applies to monthly plans. Every step waits for your approval, and you can ask for changes.

Get a free recommendation

Not sure CRM integration is what you need? Tell us your website, goal and budget. We'll reply by email with the services and monthly hours we'd suggest. Free, and you don't need an account.

No obligation. We never share your details.

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