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A refined digital platform and SEO strategy designed to strengthen authority, visibility, and engagement with high-net-worth audiences globally.
CRM integration with nothing lost.
We connect your CRM to your website, email, bookings and accounts, so every enquiry lands with its source, every contact stays current and your sales team sees the whole picture before they call.
- HubSpot, Salesforce and more
- Website forms to CRM
- Duplicates merged, data cleaned
- Monitored after launch
Global
brand experience.
What is CRM integration?
CRM integration connects your customer relationship management system to the other tools your business uses, so information moves between them automatically. Website enquiries create contacts, email and booking activity appears on each record, and deals stay in step with invoices. Your team stops copying data by hand, and everyone works from one complete, current view of each customer.
Last reviewed 25 October 2026 by the Rubik Digital team.
Captured
Every enquiry lands in the CRM.
Complete
Activity from every tool on one record.
Clean
One record per person, kept current.
Connected
Sales and finance on the same numbers.
- Years in business
- 15+
- Global brands
- 50+
- Industry sectors
- 13+
Where leads fall through.
Every pulsing square is a place visitors leave.
Where they leave: Lead
“Website enquiries are copied into the CRM by hand.”
How we fix it
Every form creates or updates a contact automatically, with the page and source attached.
Where they leave: Contact
“Duplicate contacts and out-of-date details.”
How we fix it
Matching rules that merge duplicates and keep one record for each person.
Where they leave: Deal
“Sales can't see what a lead has already done.”
How we fix it
Visits, emails and meetings shown on the record before anyone picks up the phone.
Where they leave: Customer
“Sales and finance work from different numbers.”
How we fix it
Invoices and payments synced from your accounts system, so deals match what's billed.
One customer, one record.
This is what a connected CRM record looks like. Choose a system to see which fields it fills in, with nobody typing a thing.
- Enquiry
- Quote for office cleaning
- From Website forms
- First visit
- Google / organic
- From Analytics
- Pages viewed
- /services/office-cleaning
- From Analytics
- Newsletter
- Subscribed, opened last issue
- From Newsletters
- Meeting
- Booked for Thursday, 10:00
- From Bookings
- Invoice
- INV-1042, paid
- From Finance
- Support
- One open ticket
- From Support desk
Where each field comes from
Built with HubSpot.
Platforms we built with HubSpot connected, with the results published in each case study.
We repositioned a complex compliance platform into a clear enterprise proposition, aligning product, messaging and UX to support high-value pipeline growth.
From audit to adopted.
Five stages, with your sales team involved from the first map to the last training session.
Audit
What's in the CRM.
Records, fields, pipelines and connected tools reviewed.
Map
What goes where.
Every field, owner and sync direction agreed with your team.
Clean
One record each.
Duplicates merged and old data tidied before anything syncs.
Connect
Built and tested.
Integrations built against test records, then switched on.
Monitor
Kept in step.
Sync errors logged and alerted, with your team trained to use it.
Which way to connect your CRM?
Most CRMs offer connectors for popular tools. We'll use them where they work and build only what they can't do.
Manual entry
- Best for
- Very low volumes
- Data quality
- Typos and duplicates
- Speed
- When someone gets to it
- Flexibility
- Anything, slowly
- Running cost
- Staff time
Off-the-shelf connector
- Best for
- Popular tools, standard fields
- Data quality
- Good for what it covers
- Speed
- Usually minutes
- Flexibility
- Limited to what's offered
- Running cost
- Often included
Custom integration
- Best for
- Your own fields and rules
- Data quality
- Matched and checked
- Speed
- Instant or scheduled
- Flexibility
- Complete
- Running cost
- Hosting and support
- WordPress
- Strapi
- Payload
- Concrete CMS
- Shopify
- Laravel
- React
- TypeScript
- PHP
- HubSpot
- Stripe
- Google Analytics
- Google Search Console
- Cloudflare
- DigitalOcean
- Amazon Web Services
- Figma
What does it cost?
It depends on how many tools are connected, whether data moves one way or both, and how much existing data needs cleaning first. Connecting website forms to HubSpot is a small project; syncing finance, bookings and support with custom rules is larger. We price each integration after auditing your CRM and tools.
Get a fixed proposalWhat moves the price
Tools
How many systems are connected.
Effect on budget: High
Data quality
Duplicates and records to clean.
Effect on budget: High
Direction
One-way pushes or two-way sync.
Effect on budget: Medium
Custom rules
Matching, ownership and stages.
Effect on budget: Medium
Training
Helping your team adopt it.
Effect on budget: Low
Why Rubik for CRM?
We build the websites most enquiries start from, so we connect the CRM at the source rather than patching it afterwards.
Both ends built.
We often build the website as well, so forms and tracking are set up for the CRM.
Clean data first.
Duplicates and old fields sorted before anything syncs.
Connectors before code.
We'll use your CRM's own connectors when they do the job.
Built for your team.
Mapped with the people who use the CRM every day.
What our clients say
Expert guidance and flawless execution. Our go‑to agency for all things digital.”
CRM Integration Questions,
answered.
What people usually ask us before a project starts. If yours isn't here, ask it in the form and someone senior will reply.
Mostly HubSpot, plus Salesforce, Pipedrive, Zoho and other CRMs with an API. We connect them to websites, email marketing, booking tools, accounts packages and support desks.
Further reading.
All insights
Start a conversation
Ready for a CRM you trust?
Tell us which CRM you use and what's missing from it. We'll suggest what to connect first.