Automation & CRM integrations
Every lead.Connected.
Build a customer journey that keeps moving. Connect lead sources, CRM, dialer and post-sale communication so information reaches the right person at the right moment.
Explore the scopeYour systems should work as one team.
A new lead is only useful if the context follows it. We map the journey, connect the tools and design the handovers — including duplicates, ownership, call outcomes and the actions after a sale.
Automation & CRM integrations
Built around your next move.
01Journey & data architecture
Map the stages, fields, owners and triggers. Define a consistent source of truth and the rules for matching new enquiries to existing contacts.
02CRM & dialer integration
Connect lead forms and CRM records with sales workflows. Carry campaign context, assigned owners and call outcomes between the tools.
03Lifecycle & post-sale actions
Build segments, tags, follow-ups and handovers around real customer stages. Connect marketing communication to sales progress.
04Reliability & measurement
Test duplicate handling, repeat events and failed handovers. Define monitoring and recovery steps, and return useful sales signals to advertising platforms where appropriate.
Clarity. Then momentum.
- 01 ↗
Map
Trace the journey and agree on the data and rules.
- 02 ↗
Connect
Build and configure the integrations in manageable stages.
- 03 ↗
Test
Validate new leads, duplicates, updates and failure scenarios.
- 04 ↗
Hand over
Document ownership, monitoring and day-to-day operation.
What you leave with
A connected workflow, a documented data map and an operating guide — so the team understands what happens automatically and where to intervene.
See the work
Wellclinic
A complete journey from Meta and TikTok leads through Pipedrive and the ACX dialer to lifecycle communication and sales feedback via Meta Conversions API.
Questions, answered.
Which parts of the lead journey can you connect?
Hanamaru can connect lead capture, CRM contacts and deals, sales ownership, dialer actions and call outcomes, lifecycle communication and post-sale follow-ups. The exact workflow depends on the tools and rules agreed for the project.
Which integrations are shown in the Wellclinic case?
Wellclinic connects Meta and TikTok lead sources with Zapier, Pipedrive, the ACX dialer, ActiveCampaign and GetResponse. Sales-stage feedback is also returned through Meta Conversions API. The case study explains the full journey on this website.
How do you handle duplicates and failed handovers?
The project defines matching rules and tests new leads, existing contacts, repeated events and updates. Monitoring, ownership and recovery steps are documented so the team knows when intervention is needed.
Let’s make it work.
Tell us what you want to build, connect or improve. We’ll agree on a useful first step and the right scope for your business.