Slide
CRM Integration
That Turns Chaos Into Clarity
Because great
marketing isn’t just a service -
it’s a shift!

Leads are coming in. Sales conversations are happening. But without the right systems in place, you're losing time — and losing deals.

At ThreeSixteen, we help businesses implement, organize, and optimize CRM systems that support smarter selling, better automation, and clear reporting.
Whether you're starting fresh or fixing a mess, we create a system that aligns marketing, sales, and growth.

 

Why CRM Isn’t Just a Tool — It’s a Growth System?

Most businesses don’t struggle with lead generation — they struggle with lead handling.
That’s where CRM integration changes everything.

The right CRM setup:

  • Captures and categorizes leads in real time
  • Tracks every touchpoint — from click to close
  • Automates follow-ups based on behavior or stage
  • Gives sales teams visibility into what matters

It’s not just about organizing data — it’s about empowering smarter action.

 

What Our CRM Integration Services Include?

CRM Platform Selection & Setup

We help you choose and configure the platform that fits your business model, including:

  • HubSpot
  • Squarely
  • Zoho
  • Pipedrive
  • Salesforce (on request)

We structure the foundation so you can grow — not just manage chaos.

 

Lead Routing & Sales Pipeline Design

We map how leads flow from capture to conversion, and set up:

  • Lifecycle stages (new lead → qualified → closed)
  • Sales pipelines for different products or teams
  • Lead owner assignment and routing rules
  • Follow-up tasks and reminders

No more leads slipping through the cracks.

 

CRM <> Website & Form Integration

We connect your CRM to:

  • Landing pages
  • Contact forms
  • Lead magnets and popups
  • Booking tools (Calendly, etc.)

That means every lead goes where it should — automatically.

 

Marketing & Sales Automation Sync

We ensure:

  • Email automations align with CRM stages
  • Sales gets notified at key engagement moments
  • Closed deals trigger offboarding or upsell sequences
  • Lead scoring is tracked and updated based on behavior

Your marketing and sales systems finally talk to each other.

 

Reporting & Performance Dashboards

We build reporting views that give you clarity on:

  • Lead source performance
  • Sales pipeline velocity
  • Revenue attribution
  • Rep or team performance

Data you can actually use — not just admire.

 

Who This Is For?

  • Startups setting up their first CRM
  • Agencies or service businesses juggling multiple pipelines
  • Sales teams tired of spreadsheets and sticky notes
  • Marketers who want to align automations with real behavior

If you want your sales and marketing to stop stepping on each other — start here.

 

Why Clients Choose ThreeSixteen?

  • We make tech human: Clear, organized, and built around how you work.
  • We know both marketing and sales: So we connect the dots, not just the data.
  • We set it up AND teach you how to use it.

 

Related Services

 

Let’s Build a CRM System That Helps You Sell Smarter

Stop managing leads manually.
Let’s automate the right steps, track what matters, and give your team a system they actually want to use.

Request a CRM Integration Call | Get a CRM Cleanup Audit

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