Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010.
CRM Integration
Every Lead Tracked. Every Deal Visible. No Revenue Left Behind.
We connect your ads, website, and CRM (the system where you track leads and deals) so no lead gets lost and you can see what each dollar brought in.
Enter your website and we will check how your leads are tracked. Then we will show you where sales are slipping away.
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Trusted by 160+ businesses to connect marketing, sales, and revenue data
Owners who already run this path
Why your CRM needs to connect to your marketing
Getting leads is not enough. If your CRM is not connected to your marketing, you cannot see what actually brings in revenue.
Without CRM integration, you can't see:
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Which campaigns are generating closed revenue
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Where leads are dropping out of your sales pipeline
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How long deals take to close by channel and campaign
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Which sales reps are following up - and how fast
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What it really costs you to win one customer, from every channel
Closed-loop view
From first click to signed customer.
One connected path shows which campaigns bring in real prospects, not just form fills.
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Revenue attributed✓ Visible
Our CRM Integration Framework (Built to keep working as you grow)
We connect every step, from the first click to the signed customer, so your data moves on its own.
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Funnel & Data Audit
We map the whole path a lead takes: where visitors come from (SEO, paid search, Meta ads), where they reach out (forms, calls, chats), and how your team follows up. That way nothing breaks when we connect it.
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CRM Selection & Architecture
If you already have a CRM, we improve it. If not, we help you pick and set up the one that fits how you sell. We work with HubSpot, Salesforce, Zoho CRM, Pipedrive, and more.
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Lead Capture & Source Tracking
We connect website and landing page forms, call tracking and chat tools, lead magnets and bookings. Every lead is tagged with source, campaign, keyword, and platform where possible.
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Ads & Analytics Integration
We link your CRM to Google Ads, Microsoft Advertising, Meta Ads, and Google Analytics. Closed deals then flow back to the ad platforms, so they learn which clicks turn into customers and bid smarter.
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Automation & Lead Routing
We set up automatic lead assignment, email and text follow-ups, status updates, and alerts to your sales team. Fast replies win jobs, and automation makes them happen every time.
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Testing, Validation & Training
We test each connection from start to finish, then give you clear notes and a walkthrough for your team. Support is available after launch if you want it. Result: every lead tracked from click to customer.
schedule Most CRM integrations are fully live within 2-4 weeks, with immediate improvements to lead flow.
CRM Integration Services We Offer
Pick one service or several. Each one is set up around how your team sells.
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CRM Setup & Configuration
Your fields, your deal stages, and a layout that matches how you sell.
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Website & Landing Page Integration
Connect every form, chat, and booking directly to your CRM.
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Ads-to-CRM Attribution
Follow every Google, Bing, and Meta campaign through to closed revenue.
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Offline Conversion Tracking
Feed closed-deal data back to ad platforms for smarter bidding.
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Lead Routing & Sales Automation
Leads go to the right person at once, and follow-ups and status updates run on their own.
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Custom Fields & Pipeline Setup
Fields and deal stages that match how your team really sells.
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Reporting & Revenue Dashboards
See your open deals, where leads came from, and what each channel returned, on one screen.
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CRM Cleanup & Optimization
Fix messy data, broken automations, and outdated workflows.
Learn more arrow_forwardIntegration Tools & Technologies
We use proven tools. We pick them based on how accurate the data stays, how secure it is, and how much volume you handle.
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HubSpot
CRM Platform
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Salesforce
Enterprise CRM
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Zoho CRM
Business CRM
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Pipedrive
Sales CRM
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Zapier
Automation
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Webhooks
Real-time data
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Custom APIs
Direct integrations
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Tag Manager
Tracking scripts
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Google Ads
Ad platform
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Meta Ads
Social ads
Why US Businesses Choose HeyLead for CRM Integrations
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CRM setup built around marketing, so your ads connect to revenue
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Real experience tracing each sale back to the ad, search, or page that started it
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Clean setups that last, not fragile hacks
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Clear documentation and full transparency at every step
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Experience with high-volume US lead funnels across industries
We do not just connect tools. We build a clear path from ad spend to revenue.
US Client Integrations
120+
Connected Funnels
US businesses that trust HeyLead to connect their marketing, CRM, and sales into one place they can rely on.
Real Results from CRM Integration Projects
Lead Response
↓60%
Response time reduction
Reduced lead response time by over 60% through CRM automation and instant routing.
Multi-Channel
Full Attribution
Across Paid Channels
Made it clear which paid channels bring in customers, so budget could move to the ones that work.
Google Ads
Offline Conversions
CRM-to-Ads Pipeline
Sent closed deals back to Google Ads so it could bid on real customers, and stopped leads from slipping through.
You're in good company
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HeyLead was able to quickly bring structure and order to our Search Engine Marketing campaigns. Their methodical approach turned around our SEM performance and allowed us to demonstrate the ROI from the programs. They brought innovations to the table that increased the visibility of the online journeys our prospects and customers were taking.
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Paul Liddiatt
Chief Marketing Officer, New Book
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HeyLead was instrumental in setting up the SEO approach in the early days of Tennis Round from page naming conventions and taxonomy through architecture and execution in driving traffic to the site. Their experience in helping early stage startups has been invaluable in generating demand, building brand awareness and helping establish our presence within the tennis community.
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Alex Marinov
CEO, TennisRound
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HeyLead helped us develop SEO ranking on key search terms for our communications marketing platform. They also helped us build, test and manage our paid SEM program. They were very responsive to our specific goals and brought subject matter expertise, saving us a lot of time and effort. They take a very practical results-oriented approach. I highly recommend their services.
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Joe Charlson
CEO, CallerReady
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I worked with Martin and his company for several years. He managed our website and provided SEO and SEM support. He has been a great partner in this area and always produced high quality results. I recommend him for any needs you may have in this area.
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Warren Stokes
Director of Sales and Marketing, Avidian
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I've worked with HeyLead for over a decade. There is no one else I'd trust with lead generation and IT. I've tried others, to my detriment. If you want someone who is dedicated and trustworthy, you couldn't pick someone better.
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Andrew Woodruff
CEO, Woodruff Property Management
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The team at HeyLead managed our SEO and SEM with great aptitude, I would recommend their services for anyone looking to level up their search engine presence paid or organic.
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Kim Lazaro
Digital Marketing Manager, NewBook
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Heylead is a very professional outfit. They are super effective as they bring real results that make a difference. Moreover, their pricing is reasonable and the service is good. For these reasons, we won't hesitate to recommend Heylead to anyone who seeks the best.
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Kenneth
Client, ketch.sg
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Our company 1800 CLEANER has worked with Martin for over two years now and we can attest he is one of the best. His technical knowledge in the SEO and online marketing space is second to none. But more importantly he cares. He listens and truly empathises with the client. The feeling of support that ensues is truly otherworldly. We have no hesitation in recommending him.
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Michael Sweet
CEO, 1800 CLEANER
FAQ
Common questions about CRM integration
What to know before you get started.
We have a CRM but nobody really uses it - how do you fix that?
Adoption problems are almost always setup problems, not people problems. We audit what's clunky, rebuild the pipeline stages and contact views your team will actually use, and eliminate the manual data entry that kills the daily habit. A CRM people use is a CRM that was built for the way they work.
Can you connect our CRM with our ad platforms, website, and email tools?
Yes - this is the core of what we do. We build data bridges between your website, ad platforms (Google, Meta), email tools, and CRM so leads flow automatically, we record where each lead first came from, and nothing falls through the cracks between systems.
Which CRM do you recommend?
We assess your team size, sales complexity, and existing tech stack before recommending anything. HubSpot is the most common choice for SMBs. Salesforce for enterprise. Pipedrive for lean, high-velocity sales teams. We implement whichever fits - we don't push one over another.
We're losing deals and we don't know why - can CRM help diagnose this?
Yes. Deal stage analysis, time-in-stage reporting, and activity logging reveal exactly where deals stall. We set up the pipeline views and dashboards that surface this data so your sales manager can coach around real evidence, not instinct.
Can we connect our CRM to marketing so sales can see where every lead came from?
Absolutely. We pass the tags on your ad links (called UTM tags) into CRM fields, so every contact shows its source, campaign, and keyword from the first moment. Your sales team will know whether a lead came from SEO, Google Ads, or a referral - before they pick up the phone.
What happens to leads that go quiet after the first touchpoint?
They go into automated nurture sequences. We build follow-up flows - email, task creation, or re-engagement campaigns - triggered by deal stage and inactivity timers. Leads that go quiet aren't lost, they're just un-nurtured.
We use 6 different tools - can you connect them all?
Probably yes, through native integrations, Zapier, or custom API connections. We map your full tool stack first, identify the highest-value connections, and build in order of business impact - not technical complexity.
Can we see revenue from marketing campaigns all the way through to closed deals?
Yes - and this is one of the most valuable things we build. We connect campaign data to CRM pipeline stages so you can see cost per lead, deal value, and closed revenue broken down by channel. Most businesses have never seen this number before. It changes how budget decisions get made.
How long does a CRM setup or migration typically take?
A new setup typically takes 2-4 weeks. A migration from one CRM to another (including data cleaning) usually takes 4-8 weeks depending on data volume and complexity. We set a realistic timeline upfront - not an optimistic one that slips.
What's the one thing most businesses get wrong with their CRM?
Using it as a database instead of a workflow tool. A CRM shouldn't just store contacts - it should trigger actions, surface priorities, and tell your team what to do next. We build for workflow and pipeline visibility, not just record-keeping.
Ready to Connect Your Marketing & Sales Systems?
Get a free CRM integration audit and a clear roadmap to a fully connected funnel.
US-focused help. Clean data. Every lead tracked from click to customer.
Marketing from $500 USD a month
Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts.
Starting at
$500 USD per month
Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix.
Get a Free AuditWhat $500 a month covers
Pages
IncludedPages built around the searches your buyers actually type.
Search and ads
IncludedSearch and ads aimed at people ready to inquire.
Tracking
IncludedCalls, forms and bookings tagged to the search, ad or page behind them.
Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences.
Certified and experienced
Certified where it matters. Accountable for the outcome.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
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