From contact to history.
A form enquiry, purchase and conversation should not create disconnected records. We define customer identification, field updates and possible duplicate handling. Matching follows the available data and your team’s rules.
CRM & customer relationships
Connect your store, forms and CRM so your team has the right customer context and can follow up each enquiry with clear next steps.
Let’s discuss your projectTHE CHALLENGE
Keep the relationship.
Keep the context.
Customer records and commercial events with explicit synchronization rules.
The final scope follows your systems, available access and the way your business operates.
Eshop / FormsEventsCRM
WHAT IS INCLUDED
The connections.
And what supports them.
Connect your store, forms and CRM so your team has the right customer context and can follow up each enquiry with clear next steps.
- Forms, store & CRM connection
- Contact & customer matching
- Assignments, tasks & stages
- Event & exception history
FROM PLAN TO PRACTICE
The right decisions.
At every stage.
Workflows that help sales teams.
We connect events such as a new enquiry or completed order to the appropriate CRM action. This can involve owner assignment, task creation or a stage update. Each workflow has clear triggers and points where a person must decide.
Useful context, controlled access.
We transfer fields that support the workflow and avoid unnecessary copies. We document the access and retention requirements you define, together with available consent signals. Marketing communication and operational notifications are treated as separate workflows.
HOW WE CHECK THE RESULT
Working is the start.
It has to work for you.
We use representative data to test successful runs and exceptions. Handover includes operating instructions, checkpoints and explicit responsibilities.
- Record structure and required fields
- Identity and duplicate rules
- Team roles and permissions
- Repeated form submission test
RELATED PLATFORMS & WORKFLOWS
Your use case.
In more detail.
Explore individual capabilities and prerequisites. Feature support is confirmed for your installation before implementation.
Salesforce CRM
Plan an Eshop integration with Salesforce CRM: supported interfaces, practical examples, data mapping, failure handling and acceptance checks.
Zoho CRM
Plan an Eshop integration with Zoho CRM: supported interfaces, practical examples, data mapping, failure handling and acceptance checks.
FREQUENT QUESTIONS
Answers.
Clear from the start.
What working together involves, and what you need to know before we begin.
Will this change how we use the CRM?
We design around your agreed process. Where automation changes assignments or stages, we test it with your team before enabling it in daily operation.
Does this include a new CRM?
Not within this scope. This service connects systems you already use. Designing and building a new CRM is a separate service covering processes, roles and features.
How are cost and timeline determined?
Scope, the state of your existing platform, dependencies and required checks. Before work begins, a specific proposal records deliverables, prerequisites and approval stages. Software licences, third-party charges and recurring services are separated so you understand what the engagement includes and what affects a later change.
What support will we have after handover?
We hand over the documentation and instructions included in the agreed scope. Responsibilities for daily operation, issue reporting and future requirements are defined. Ongoing support, updates and monitoring have an explicit, separately agreed scope rather than relying on an assumption that someone will take care of them.