CRM Integration Services
CRM integrations, Salesforce customisation, lead capture and workflows that connect your website to your sales team.
What this covers
Connect your website to your CRM.
Mused Agency provides CRM integration services for businesses in the UK, USA, UAE and Canada. We connect your website to Salesforce and other CRMs with an API, so every enquiry, quote request and sign-up lands in the right place with the right details, without anyone copying data by hand.
Typical work includes Salesforce web-to-lead and web-to-case forms on WordPress and other websites, custom contact and quote forms that create leads or contacts through the CRM’s API, lead routing by service, country or source, campaign and UTM tracking passed into the CRM, and simple automation such as notifications and follow-up tasks.
Every CRM engagement starts with a clear scope: which forms, which fields, which records in the CRM, and what should happen next. We test with real submissions before launch and document how the integration works, so your team can look after it.
The integration sits on top of a solid website. If you need the site as well, see custom website development and WordPress development.
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Website to CRM
Forms and integrations that send leads and enquiries into Salesforce with the right fields.
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Custom interfaces
Interfaces and components that make everyday tasks quicker for your team.
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Workflow improvements
Automating repetitive steps where the platform supports it.
What you get
- Agreed scope document
- Configured integration or customisation
- Testing with real scenarios
- Handover notes
CRM Solutions
How we work on it
Questions clients ask
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Can you connect our WordPress contact form to Salesforce?
Yes. For simple forms we use Salesforce web-to-lead. When you need more control, such as duplicate checks, custom fields or routing, we connect the form to Salesforce through its API.
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Which CRMs do you work with?
Mostly Salesforce, and other CRMs that offer an API. Tell us which one you use and what should happen when a form is sent, and we will confirm what is possible before you commit.
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Can we see where each lead came from?
Yes. The page, campaign and UTM details can be passed into the CRM with every lead, so you can see which pages and campaigns bring in enquiries.
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What happens if the CRM is unavailable when someone sends a form?
We build integrations so the submission is still saved on the website first and can be sent again, so no lead is lost.
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Do you customise Salesforce itself?
We handle the website-facing side: fields, web-to-lead, forms and simple automation. If your project needs deeper Salesforce development, we tell you at the start so the right specialist can be involved.
Let's build something exceptional.
Have a website, CMS or CRM project in mind? Let's discuss it and turn your vision into a practical solution.