Optional add-on

HubSpot Integration Services, Plus Salesforce & Zoho

Keep your CRM. Connect everything to it.

Already run your business on HubSpot, Salesforce or Zoho? We build custom integrations through their APIs, so leads, bookings and customer details reach your CRM without copy and paste.

Custom-built on demandScope agreed in writingYour CRM stays yours
Illustrative example

Your CRM,
connected.

Website forms and bookings
Calls, texts and social leads
Synced to HubSpot, Salesforce or Zoho
Tested, monitored and supported

Illustrative workflow

The challenge

Your CRM only knows what reaches it.

When website inquiries, bookings and calls live in separate places, someone ends up copying details by hand. Records go stale, follow-ups slip and reports stop telling the truth.

How we help

We map where your customer information starts and where it should end up, then build and test an integration through your CRM’s API. It is custom work, scoped with you before we begin.

What is included

Custom CRM integrations, built to fit.

Every integration is different, so we confirm what your CRM’s API allows before we promise anything.

Systems, data fields, sync direction and support are agreed in scoping and confirmed in your proposal.

What we can connect

01

HubSpot integration services and custom HubSpot integrations

02

Salesforce integration, including Salesforce cloud integrations

03

Zoho CRM consulting and integration

04

Website forms and online bookings sent to your CRM

05

Leads from calls, texts and social media added automatically

06

Two-way sync of contacts and appointments, where possible

07

Testing, error alerts and documentation

08

Ongoing support and changes as your process grows

How it works

From scattered data to one source of truth.

01

Map your data

We list where leads and bookings start and which CRM fields they should fill.

02

Build the integration

We connect the systems through your CRM’s API, built for your setup.

03

Test with real cases

We test each path end to end before anything goes live.

04

Monitor and support

Alerts catch failed syncs, and we adjust as your process changes.

Clear responsibilities

Who does what.

You provide

Admin access to your CRM, or a person who can grant it
How leads and bookings should be recorded
Approval of the integration plan and test results

We handle

Mapping, building and testing the integration
Documentation of what connects to what
Monitoring, fixes and agreed changes

Not included

CRM licence fees, paid to the CRM provider
Features the CRM’s API does not support
Systems not agreed in scoping

How we start

A simple way forward.

Three steps, agreed in writing before any work begins.

1

Tell us what to connect

We review your CRM, your tools and what should flow where.

2

Agree the scope

You get a written plan with the data, direction and timing of each connection.

3

Build, test, support

We build and test the integration, launch it and keep it running.

Questions and answers

Questions about CRM integrations.

Straight answers about how working with GrowBizNest goes.

Still have a question?

Ask it in a short consultation and we will answer with your business in mind.

Book a consultation
Which CRMs can you integrate?

Most often HubSpot, Salesforce and Zoho. Other CRMs are possible when they offer an API, and we check that during scoping.

Is this an off-the-shelf connector?

No. Each integration is custom work built through your CRM’s API, scoped with you and built on demand.

Can website bookings go straight into my CRM?

Usually, yes. Forms, bookings and leads from calls or social media can create or update records in your CRM, depending on what its API allows.

Do you charge the CRM licence?

No. Your CRM subscription is paid to the CRM provider. Our fee covers the integration work, as set out in your proposal.

What if the integration breaks?

We add error alerts and documentation, and support is agreed in your proposal, so failed syncs are spotted and fixed.

Do I need a CRM to work with you?

No. If you do not have one, our CRM, booking and scheduling add-on gives you one.

Ready when you are

Let’s connect your CRM.

Tell us which CRM you use and what should reach it. We will suggest a sensible first integration.

Scope agreed in writingYou stay in controlUS and Canada