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Redenn Informatics

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CRM integrations: every lead arrives with its source attached

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The short answer

CRM integration connects the places leads come from, such as website forms, chat, booking, the AI Receptionist and ad lead forms, to your CRM, with the source recorded on every record. It is from CA$99 one-time, and it means you can finally see which channel produced which customers.

What changes

  • No lead is copied by hand from an email into the CRM
  • Each record shows the page, campaign or channel it came from
  • Duplicate contacts are matched rather than multiplied
  • Marketing decisions are made on customers won, not on clicks

What is included

  • Website forms and chat connected with page and campaign data
  • Booking and AI Receptionist records created as contacts and deals
  • Ad platform lead forms synced within minutes
  • Source, medium and campaign recorded on every record
  • Duplicate matching on email and phone
  • Testing from every source before go-live

How it works

  1. 01

    List the sources

    Every place a lead can come from, and the data each one can provide.

  2. 02

    Map the fields

    Which CRM fields each source fills, and how the source itself is recorded.

  3. 03

    Connect and test

    Each integration built and tested with a real submission.

  4. 04

    Verify

    After a month, we check the records for gaps and duplicates.

Who this is for

Any business with a CRM and more than one lead source. If forms go to one inbox, chat to another and ad leads sit in the ad platform, the CRM is incomplete and the reports are wrong.

It is bundled into the Growth System website package, so businesses on that package already have it.

What we connect

Lead sources and what the CRM receives
SourceData capturedSource tag
Website contact formName, contact, message, page, campaign parametersWebsite / page name
Website chat or AI chatContact, transcript summary, pageChat
BookingContact, service, timeBooking
AI ReceptionistContact, need, call summaryPhone
Meta or Google lead formsForm fields, campaign and adPaid social or paid search
Newsletter signupEmail, consent recordNewsletter

What it costs

CRM integration is from CA$99 one-time for a standard set of sources; unusual systems are quoted. The Analytics add-on at CA$49 adds the conversion events that let you compare the CRM with website data. CRM Setup from CA$299 comes first if the CRM is not yet configured.

Limitations and honest notes

Integration depends on the CRM and the source having usable APIs. Some older or closed systems do not, and we say so before quoting rather than promising a workaround.

Phone calls without the AI Receptionist or call tracking cannot be attributed automatically; someone has to log them.

A consent field travels with each record so that CASL status is known before anyone sends a promotional message.

Questions

Which CRMs can you integrate?

Any established CRM with an API. If yours is unusual, we check the API before quoting.

Does it remove duplicates?

It matches on email and phone so a returning lead updates the existing record instead of creating a new one.

Can ad platform leads sync automatically?

Yes. Meta and Google lead forms sync to the CRM within minutes with campaign data attached, which is what makes follow-up automation possible.

What if my CRM has no API?

Then integration is limited to email parsing or manual entry, and it may be time to consider CRM Setup on a platform that does.

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