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CRM IntegrationCRM Integration

Most companies have customer data scattered across five places: web forms, Excel, LINE, business cards, sales notebooks. We connect all of them into one CRM (HubSpot, Pipedrive, Salesforce, or custom), then layer on automation: auto-assignment, follow-up reminders, weekly reports, lifecycle email sequences.

/ Timeline

2 – 4 weeks

/ Pricing

Custom quote

/ Ideal for

Any sales-driven team with customer data scattered across tools

§ 01 · What's included

What's included

Every engagement is built from scratch, not templated. Each item is tailored to your actual needs.

01HubSpot / Pipedrive / Salesforce / custom

→

02Web form / LINE / business-card scan → CRM pipeline

→

03Auto-assignment rules

→

04Follow-up reminders + lifecycle emails

→

05Sales dashboards and weekly reports

→

§ 02 · Scenarios

Scenarios

Common use cases for this service — to help you size the scope and expected outcome.

B2B consulting pipeline

Web form → HubSpot → consultant assignment → 3-week follow-up sequence.

Gym trial-class pipeline

Trial form → coach assignment → LINE reminder → conversion tracking.

§ 03 · More from this category

More from this category

01→

AI Customer Service

LINE, Messenger, Web widget. Reads your FAQ + product data, answers 70% of common questions around the clock.

02→

Workflow Automation

Forms → CRM → email → Slack. Auto-generated reports, inventory sync, invoicing. Set it once, run it forever.

03→

Internal AI Knowledge Base

Upload your docs, SOPs, product specs. Your team asks questions in plain language and gets sourced answers.

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CONSULTATION · CRM Integration

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CRM IntegrationCRM Integration

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