Which CRMs do you support?
We support Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365, Monday Sales CRM, Copper, Close, and most other major platforms. If you use a niche CRM, we integrate via API or middleware.
Can you migrate data from our old CRM?
Yes! Standard and Premium packages include data migration with field mapping, data cleaning, and deduplication. We migrate contacts, companies, deals, activities, and custom objects with full history preservation.
Will this break our existing workflows?
No. We thoroughly test in sandbox/staging environments before production deployment. We identify dependencies, validate data flows, and implement rollback procedures for every integration.
How do you handle sync conflicts?
We implement conflict resolution rules: last-write-wins, source-of-truth priority, or merge logic depending on your needs. Premium includes custom conflict handling for complex scenarios.
Can you sync custom objects and fields?
Absolutely! We map custom objects, custom fields, and picklist values between systems. We handle data type conversion, formula fields, and related records with proper parent-child relationships.
How often does data sync?
We offer real-time sync (via webhooks) or scheduled sync (hourly, daily). Real-time is ideal for sales workflows; scheduled works for batch processes. We recommend the approach based on your use case and volume.
Do you integrate CRM with marketing automation?
Yes! We specialize in CRM + marketing platform integration: HubSpot-Salesforce, Marketo-Salesforce, ActiveCampaign-Pipedrive, and more. Sync includes leads, lifecycle stages, campaign attribution, and activity history.
Can you deduplicate our CRM data?
Yes. We implement duplicate detection rules, merge workflows, and prevention logic. For existing duplicates, we run bulk cleanup before integration to ensure clean starting data.
What about GDPR and data compliance?
We build compliant integrations with consent tracking, data subject access handling, and deletion propagation. For EU customers, we ensure data residency compliance in both source and destination systems.
Do you provide ongoing support?
Yes! All packages include post-launch support (30-90 days). We also offer monthly retainers starting at $400/month for ongoing monitoring, field updates, and optimization as your CRM evolves.
