Discovery & Planning
We begin by understanding your current workflows, business objectives, and customer journey. This lets us identify automation opportunities and CRM touchpoints that align with your goals.
Our Services
Overview of CRM Integration
At Kodelo, we seamlessly connect your website with powerful CRM platforms like Zoho, HubSpot, and Salesforce to streamline your sales, marketing, and customer service workflows. Whether you’re collecting leads, tracking interactions, or automating email sequences, we ensure your CRM is fully aligned with your digital presence.
- Custom Web-to-CRM Forms
- Lead Tracking & Segmentation
- Email & Funnel Automation
- CRM-Linked Analytics
- Sales & Marketing Alignment
- Multi-Platform Support
Our Strategy
Our work process
01
02
Custom Integration Design
We don’t just plug it in—we build it around you. From tailored lead capture forms to intelligent segmentation and tagging, every touchpoint is crafted to sync smoothly with your CRM. Expect user-friendly flows and powerful backend logic.
03
Launch & Optimize
Once integrated, we activate ongoing strategies—automated follow-ups, analytics tracking, funnel optimization, and continuous A/B improvements. This ensures your CRM evolves alongside your business and drives measurable impact.
We give you the best of solutions
Solution Approach
Strategic Design Approach
Discovery & Planning
We dive into your workflows, team structure, and growth goals to map the ideal CRM solution for your business logic and automation potential.
Custom Integration Design
Every form, field, and customer touchpoint is configured to sync fluidly between your site and CRM. From lead tracking to funnel logic—we tailor the experience for results.
Have any questions?
Discover answers in FAQ’s
We work with popular platforms like Zoho CRM, HubSpot, Salesforce, Pipedrive, and many more. We ensure the integration is tailored to your tools, workflows, and business goals.
Yes! We configure smart forms, landing pages, and funnels that automatically route leads into your CRM with custom tagging, segmentation, and follow-up logic.
Absolutely. From email opens to site visits and deal stages, we connect key tracking elements that feed into your CRM dashboard for real-time insights.
Yes. We offer optimization, data sync audits, and automation upgrades as your business grows. Think of us as your tech partner, not just a one-time setup team.
Basic integrations can be done in a few days. Custom setups with automations, form mapping, and workflows may take 1–3 weeks depending on complexity.
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