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Roshan

CRM & API Integration

Connect your tools, so no lead gets lost.

Leads from ads, website forms and WhatsApp often end up scattered across inboxes, sheets and chats. I connect your website, ad platforms and CRM so every enquiry lands in one place, tagged, assigned and followed up on time.

Less copy-pasting, faster replies and a clear view of which campaigns actually bring in customers.

One source of truthEvery lead from every channel lands in a single, organised place.
Faster follow-upInstant alerts and automated first replies so interest does not go cold.
Less manual workYour team stops copying data between tools and starts talking to leads.
The problem

Where leads quietly get lost.

Most businesses do not have a lead problem. They have a handover problem between their tools.

01

Leads are scattered

Some sit in email, some in a spreadsheet, some in WhatsApp. Nobody has the full picture.

02

Everything is copied by hand

Manual entry is slow and error-prone, and it is the first thing to slip when the team gets busy.

03

Follow-up is slow or missed

With no alert and no owner, a fresh enquiry can sit unanswered for hours or days.

04

You cannot see what works

If leads are not linked back to the campaign that brought them, budget decisions become guesswork.

05

Data is messy

Duplicates, missing fields and inconsistent tags make reports unreliable and follow-up awkward.

06

Tools do not talk to each other

Your site, ads, CRM and messaging apps each work alone, so people end up being the glue.

The connected system

How a lead travels through a connected setup.

From the first click to the final report, every step happens automatically and in order.

1

Lead source

Ads, landing pages, website forms and WhatsApp enquiries.

2

Capture

Forms and tracking pass the lead and its source on instantly.

3

CRM

The lead is created, tagged and assigned to the right person.

4

Follow-up

Alerts and automated first replies go out without delay.

5

Reporting

See which campaigns bring leads that actually become customers.

The method

How I set up your CRM & integrations.

Four steps that replace scattered tools with one smooth, dependable flow.

01

Map the current flow

I trace how leads reach you today, where they get stuck and which tools are involved.

02

Design & connect

I structure your pipeline and connect forms, ad platforms and messaging through integrations, APIs and webhooks.

03

Automate & test

Alerts, assignments and follow-ups are automated, then every path is tested so nothing breaks quietly.

04

Hand over & improve

Your team gets a simple walkthrough, and I keep refining the setup as your process grows.

What’s included

What goes into a CRM & integration setup.

Everything needed to capture, organise and act on your leads without manual work.

A

CRM setup & pipeline

Clear stages, fields and tags that match how your team actually sells.

B

Website & form integration

Your website and landing page forms send leads straight into the CRM with their source attached.

C

Ad platform lead sync

Leads from Meta and Google campaigns flow in automatically instead of being downloaded by hand.

D

API & webhook connections

Custom connections between tools that do not integrate out of the box.

E

Alerts & automated follow-ups

Instant notifications for your team and timely first replies by email or WhatsApp.

F

Dashboards & reporting

Simple views of lead source, response time and conversion so decisions rest on real data.

Who it’s for

Built for teams ready to stop losing leads.

01

Teams running on spreadsheets

If leads live in sheets, chats and memory, a proper CRM will change how your team works.

02

Businesses with an unused CRM

You already pay for a CRM, but it is half set up and nobody trusts the data. I can fix and connect it.

03

Brands running paid ads

You spend on campaigns but cannot see what happens to a lead after the click.

FAQs

Common questions about CRM & integration.

Which CRMs and tools do you work with?

I can work with most popular CRMs and tools that offer built-in integrations or an API. We choose based on your team size, budget and how you sell, rather than forcing one platform on everyone.

Do I need to switch to a new CRM?

Not necessarily. If your current CRM does the job, I connect and clean it up. If it is holding you back, I will tell you honestly and suggest a better fit.

Is my lead data safe?

I only ask for the access needed to do the setup, and your data stays in your own accounts. You remain the owner of every tool, login and record.

How long does a setup take?

A simple form-to-CRM connection can be live quickly, while a full setup with multiple tools and automations takes longer. After a short review I will give you a clear timeline for your case.

Does this work with my lead generation campaigns?

Yes, that is where it pays off most. A connected setup shows which campaigns bring real customers. See my Lead Generation page for how it fits together.

Next step

Stop losing leads between your tools.

Book a call. We will look at how leads move through your business today and map out what to connect first.

Book a Call →