“Website enquiries go to an inbox, and someone types them in when free.”
The form feeds the CRM directly with name, number, page, source and campaign. The owner gets an alert within a minute.
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Digital · Automation and CRM · CRM integration
CRMintegration
Since 201565+ in-house team6 cities
A CRM that nobody feeds is only an expensive sheet. Connect forms, ads, WhatsApp and calls, so every lead lands where sales can see it.
A strategist calls you in one working day.
/ 01 CRM integration
Every lead arrives once,with its source and an owner.
A CRM is only as good as the data that reaches it, and most CRMs are still fed by hand. PromotEdge connects the CRM you already use, or one we help you choose, to your website forms, ad lead forms, WhatsApp, email and calls across India, so every lead arrives once, with its source and an owner.
A CRM (customer relationship management) is software that keeps your leads and customers in one place. Some tools connect with a few settings, some need a middle tool, and some do not connect at all. We tell you which is which before you pay.
Here is what we usually see: real estate buyers enquire on a portal, then WhatsApp, then walk in, and should be one person, not three. Education and manufacturing teams hit the same gap. Choosing a CRM and training are on marketing automation and CRM.
- 2015working with Indian brands since
- 65+in-house team: strategy, creative, media and tech
- 4pillars under one roof: strategy, advertising, digital, on-ground activation (BTL)
- 6cities: head office in Kolkata, teams in Mumbai, Delhi, Bangalore, Guwahati and Bhubaneswar
/ 02 What's included
From the lead mapto the working connection.
| Part | What you receive |
|---|---|
| Lead flow map | One page of sources, owners and gaps |
| Field mapping | A list showing which form or ad field feeds which CRM field |
| Forms, ads, marketplaces | Website forms, Google and Meta lead forms and portals feeding one list, with an alert to the owner |
| WhatsApp, email, calls | One history per customer |
| Duplicates and clean-up | Matching rules, merged records, consent records kept, and a note of what changed |
| Routing, automation, customization | Leads assigned by product, city, pin code or language, re-assigned when nobody calls; fields, stages and views that suit your team |
| CRM and sales reporting | Accounts or ERP data linked where the tool allows; pipeline, follow-up and lead-to-revenue views a sales head can check |
| Testing and handover | A test log with dummy leads, a one-page guide and a short training session |
CRM licences, any middle tool, WhatsApp message charges and ad platform fees are paid to their providers and shown on separate lines.
/ 03 Common hurdles
What usually gets in the way,and the way through.
“The same buyer is in the CRM three times, with three owners.”
Matching rules by phone and email, old duplicates merged, one owner each.
“Facebook and Google lead forms land in a file we download weekly.”
Ad lead forms feed the CRM as they arrive. A lead that waited a week has bought elsewhere.
“Customers chat on WhatsApp, but the CRM knows nothing.”
Chats are saved against the contact, with owner and status. See WhatsApp automation.
“Dealers and branches keep their own sheets.”
Leads go to each dealer by city, product or language. They update status from their phones, and you see who follows up. For dealer logins with orders and price lists, see web portal development; for booking or approval tools, web application development.
“We spend on ads and cannot say which one brought a paying customer.”
Source and campaign travel with the lead. Qualified leads and sales go back to ad platforms as offline conversions. See analytics and tracking.
Tell us where your leads get lost, and we will draw the map for you. Get a free CRM plan
/ 04 How we work
Map first, connect one source at a time,then switch on.
Timing depends on how many sources, tools and teams are involved. We confirm the timeline in the quote.
- 01
Map the lead flow
Sales and marketing draw where leads come from and go cold.
- 02
One true record
One tool owns each fact, so tools never fight over a field.
- 03
Check what can connect
A direct link, a middle tool or none. The rest gets a manual step and an owner.
- 04
Clean, then connect
Fields matched, duplicates merged, biggest source first, tested with dummy leads.
- 05
Switch on and train
Short sessions on your team's own phones, a one-page guide, close support.
- 06
Review every month
Leads with no owner, duplicates, slow first calls. Then we fix them.
Tell us what’s not working. We’ll send you an honest one-page growth plan, free.
Go deeperMore on this
How we deliver it, and why
Raju Barui, our backend developer, connects your CRM and your lead sources.
How your business model changes the plan
A dealer-led B2B (business-to-business) firm needs routing by city and a view of each dealer's follow-up. A D2C (direct-to-consumer) brand needs orders and repeat buyers linked. A subscription or services business needs renewal reminders. A franchise needs one lead pool shared by outlet.
CRM and sales reporting
Once leads reach the CRM, CRM integration also feeds the reports. We set up three views from your own records: the pipeline by stage and owner, follow-up by person, branch or dealer (time to first call, leads untouched), and revenue by source. Software can draft a weekly summary, and a person reads and corrects it before it is shared. The first-reply and follow-up rules are on sales automation.
- Map before we connect. You cannot fix a leak you have not found. A one-page lead map.
- Name one owner per fact. Two tools editing one field create duplicates. A field list.
- Connect the biggest source first. A broken form shows up in testing, not with a customer. A test log.
- Report from your own CRM. You can check every number yourself. A monthly report.
AI in CRM: today and next
Today: HubSpot
Its Data Agent answers questions about a contact from CRM records, calls and emails. Its Prospecting Agent watches accounts for buying signals and drafts follow-ups.
Source: HubSpot, AI products page, read 10 October 2026
Today: Zoho
Zia ranks prospects by how likely they are to convert, suggests when and how to contact each one, and recommends automation rules.
Source: Zoho CRM, Zia page, read 10 October 2026
Next
Our view: scores and drafts are only as good as the data under them, so clean, connected records come first. Want us to check yours? Ask us.
Not sure which tools can connect? Ask us before you buy a CRM. Talk to us
/ 05 Cost
What affects the cost of CRM integration.
We quote against a written scope. Licences, middle tools and message charges are paid to their providers.
What affects the cost
- How many sources and tools must connect, and how easily
- How much old data needs clean-up
- How many routing rules, dashboards and user roles
- How much customization your team needs
- How many branches or dealers need training
How we quote
- We ask where leads come from and go cold, and check your tools
- You get a written scope and a quote within 2 working days, set-up and monthly care on separate lines
What you get in the quote
- The lead map, field list and tested connections
- Clean-up, routing rules and the lead-to-revenue report
- Training, and a monthly review if you choose it
Ask which of your tools can connect, whether there is a test round, and who owns the CRM account and data if you leave. Not sure the CRM is your problem? A marketing audit can show where leads are lost.
We use AI to save your team's time. A person still makes the decision.
/ 06 What happens next
What happensafter you ask.
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop.
Brands and people are named only as public examples. They are not PromotEdge clients or endorsers unless stated.
Keep exploring
Related pages.
The expertise that fits your business, and the places we work.
More in automation and CRM
Goes well with
Proof and reading
What people say
In their own words
“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. …”
Shubham GadodiaDeputy Brand Manager at Shyam Metalics Group“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. …”
Mom MitraMarketing Head at Ilead“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik Lighting
No pressure. No sales pitch.
Tell us where your leads get lost.We'll show you the plan.
Straight answers.
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Connecting your CRM to the other tools you use, so data moves between them by itself. A website form, ad lead form, WhatsApp chat or call creates or updates the right record, with no copying by hand. Your team then sees one history for each customer.
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It is the part of a CRM that catches each lead, gives it to the right person and tracks every call and message until it is won or lost. A CRM also keeps customers after they buy, so it covers renewals, repeat orders and service as well.
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It can assign a lead by product, city or language, remind the owner, re-assign a lead nobody called and update a stage. It cannot fix a weak offer or a team that does not call. It makes good follow-up faster and visible.
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Yes. We start with how your team sells, then change fields, stages, views and roles to fit and cut what sales never uses. If your CRM can do the job, we keep it, so you do not pay for a switch. If not, we help you choose one.
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No, and we will not promise it. An API (application programming interface) is the link that lets two tools share data, and not every tool has one. We check each tool first and tell you plainly which step needs a manual hand-off and who owns it.
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Yes. Our servicing team is based in cities across India and meets you in your city at least once every three months. Our in-house team of 65+ people does the work, with partner agencies where needed. Ongoing work has a 3-month minimum, then 30 days' notice. You keep your accounts, logins and files.
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A monthly report from your own CRM shows leads by source, time to first call, leads with no owner, duplicates and sales by source. If a source stops arriving, the report shows it, and we fix it. You can check every number in your own CRM.
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We have no published CRM integration case or measured result yet, and we will not invent one. On a call we show how each part works, using a test lead from a form to the owner's alert, so you can judge the set-up yourself.