DIGITALBRAIN / CRM & Marketing Automation
CRM Integration
Connect customer information across agreed systems with a CRM integration plan that defines data ownership, field mapping, routing, and error handling.
A USEFUL STARTING POINT FOR
Businesses that need an existing CRM to work with forms, marketing tools, stores, or other approved systems.
THE ROLE OF THIS SERVICE
Clear work.
A specific business purpose.
Integrations should reduce ambiguity rather than create competing versions of a customer record. DigitalBrain maps the source and destination systems, the information that needs to move, and the business purpose of that movement. Feasibility depends on the access and interfaces each system provides. We agree on duplicate handling, failure visibility, and maintenance responsibilities before implementation.
WHAT THE SCOPE CAN INCLUDE
- 01
System and data-flow discovery
- 02
Field mapping and record-matching rules
- 03
Agreed integration implementation
- 04
Error-handling, testing, and handover documentation
The final proposal confirms the deliverables, responsibilities, tools, and review process for your business.
YOUR DELIVERY PLAN
A clear starting point.
A practical way forward.
Use these phases to discuss the work. Timing and fees depend on the agreed scope; platform subscriptions, production costs, and advertising spend are identified separately where relevant.
Map & assess
Confirm the required data flow and available access.
- System and field map
- Feasibility and ownership review
Connect & test
Implement the approved flow and check exceptions.
- Scoped integration setup
- Duplicate, routing, and failure tests
Handover & observe
Make operating and support responsibilities clear.
- Integration documentation
- Monitoring and change process
WHAT WE REVIEW
Measure the work
in context.
Reviews cover correct record delivery, field accuracy, duplicate behavior, and visible failures. We do not assume an integration is possible before reviewing the relevant systems.
HELPFUL BEFORE WE START
- CRM and connected-system details
- Authorized access and technical contacts
- Required fields and record ownership rules
Share the context first. Account access is arranged through approved permissions, not by putting passwords into an enquiry.
SERVICE QUESTIONS
Know what
you’re choosing.
Can you connect any two platforms?
Not necessarily. The systems need suitable access and integration capabilities. We assess feasibility before committing to a particular connection.
Who maintains the integration after launch?
The project should identify the owner, monitoring approach, and support scope. Changes in connected systems may require later updates.
CONNECTED SERVICES
Where this can fit
into a wider plan.
Related services have their own scopes. Add them when they address a real dependency or business need.
Explore this work in your industry
CRM Integration
Let’s define the right scope.
Tell us your goal, your current setup, and what you need help with.