CRM integration
Stage: Be bookedCRM integration from search to deal
Connect your website, ads and CRM so every lead is tracked from first search to closed deal. HubSpot, Salesforce, Zoho and more.
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CRM pipeline · this quarter
Leads438Qualified141Opportunities52Won17
Revenue by lead source
Organic search 34%Google Ads 26%LinkedIn 18%Meta 18%Unknown 4%
Priya S., Head of GrowthLinkedInOpportunityMark T., OperationsGoogle AdsQualifiedDana R., FounderOrganic searchWon
Leads with a source96%Cost per opportunity$260Offline conversionsOn
Illustration. Share of closed revenue by source.Trusted by partner brands
Why it matters now
You cannot scale what you cannot trace
Most teams can see clicks and form fills, but not which campaigns turn into revenue. Connecting your CRM fixes reporting and makes ad platforms bid smarter.
Then
Form fillEmail inboxSpreadsheetLost source
Leads arrived by email and their source was lost on the way.Now
Form fillCRM with sourceDeal stageRevenue by channel
Every lead carries its source into the CRM, and revenue flows back to the channels.What’s included
Every lead, traced to revenue
Six parts of every CRM integration.
How we do it
Five steps, one owner
Part of your first 90 days. Every step has a date, an owner and something you can see.
Week 1Map the journeyList every lead source, form and CRM stage.You get a lead flow map
Week 1 to 3ConnectConnect forms, chat and ad leads with source data.You get leads arriving with source
Week 3 to 5Route and cleanSet routing rules and clean existing data.You get tidy, assigned leads
Week 4 to 8Close the loopSend qualified leads and deals back to ad platforms.You get offline conversions live
Every weekReportPipeline and revenue by channel in one view.You get a Monday report
Why it changes results
Ad platforms learn from your CRM
When Google, Meta and LinkedIn see which leads became customers, their bidding shifts toward people like them. That is often the biggest single improvement in paid media.
- Step 1: CaptureLead with source and click ID
- Step 2: QualifySales updates the stage
- Step 3: ReturnOutcome sent to ad platforms
- Step 4: ImproveBidding favors real buyers
How we measure it
Pipeline by channel, every week
Leads, opportunities and revenue by channel, campaign and page, from your CRM and analytics in one report.
100%of leads with a source3ad platforms fed back1pipeline report
- Leads with a known source
- Cost per opportunity by channel
- Revenue by campaign
- Lead response time
Your options
Four ways to connect your CRM
Use native connectors, hire a CRM consultant, use a no-code tool, or connect it with your search partner.
One team, no handoffs
CRM Integrations works best with the rest of search
The same team runs every service that feeds AI answers, so nothing waits on another vendor.
CRM Integrationsyou are hereAnalytics and trackingGA4, Search Console and tag setupHubspot DevelopmentPay Per Click ServicesLinkedIn and Meta adsReach buying committees and audiencesAI-ready website buildsNext.js, Webflow and WordPress done rightConversion rate optimizationMore visits become inquiries
Questions
What people ask about CRM Integrations
Which CRMs do you work with?
HubSpot, Salesforce, Zoho, Pipedrive and others, plus custom systems through APIs.
What are offline conversions?
Sending CRM outcomes, like qualified leads and deals, back to ad platforms so they optimize toward real customers.
Can you track leads from phone calls?
Yes, with call tracking that passes the source into your CRM.
Will this change how our sales team works?
Only where it helps: cleaner leads, clear routing and less manual entry.
Is our data safe?
We use your CRM's own integrations and secure APIs, with access limited to what is needed.
How long does it take?
Most integrations go live in four to eight weeks.
The full guide · 7 min readConnecting your CRM to marketing: from search to closed deal
How to trace every lead to revenue and feed the results back to your ad platforms.
- 01Capturing source data
- 02Routing and hygiene
- 03Offline conversions
- 04Reporting pipeline
See which channels bring revenue
Talk to a partner about connecting your website, ads and CRM.