Codevia/Services/03

CRM ↔ Website IntegrationEvery form fill becomes a tracked, owned, scored lead.

Full synchronization between website and CRM: automatic lead capture from web forms, real-time data transfer, client activity tracking, automated notifications, analytics setup, and conversion funnel monitoring. Package includes comprehensive team training sessions and 60 days of technical support.

  • < 1s lead delivery
  • Two-way sync
  • 60 days support
  • Live training included
Architecture

From form fill to forecast in under one second.

Website

Forms · Chat · Lead magnets

Edge handler

Validates · enriches · routes

CRM

Contact · Deal · Activity timeline

Alerts

Slack · Email · SMS

Dashboards

Funnel · Velocity · Forecast

< 1 s

Median lead → CRM latency

2-way

Sync between web & CRM

60 d

Priority support included

What’s included

Every deliverable, listed. Nothing hidden.

Lead Capture Bridge

Every website form, chat widget and lead-magnet writes a tagged record into the CRM in under 1 second.

Real-time Sync

Two-way sync of contacts, deals and statuses — no nightly batch jobs, no stale data.

Activity Tracking

Pageviews, downloads and intent signals stitched onto the contact timeline.

Smart Notifications

Slack, email and SMS alerts the moment a hot lead lands — routed to the right rep.

Analytics Setup

GA4, Plausible or Matomo wired to the CRM so revenue closes the loop with traffic.

Funnel Monitoring

Conversion dashboards from first click to closed-won, with drop-off alerts.

Team Training

Hands-on sessions for sales, marketing and ops — plus role-specific cheat sheets.

60 Days of Support

Two months of priority Slack support after go-live for tweaks and incident response.

Timeline

How the 2–3 weeks unfolds.

  1. 01Week 1

    Wire

    Map website events, validate CRM schema, define lead routing rules.

  2. 02Week 2

    Build

    Forms, webhooks, sync jobs, notifications, analytics, dashboards.

  3. 03Week 3

    Launch

    Soft launch, training sessions, monitoring, sign-off.

FAQ

Questions, answered before you ask.

If something else is on your mind, write to us — we’ll come back within one business day.

  • No. We use server-side and edge handlers so user-facing pages stay under their existing performance budget.

Stack the other two.

Bundling sites, CRM and integration cuts onboarding time in half.

Ready to ship something people remember?

Tell us about the project. We’ll come back within one business day with a scope, a fixed quote, and a timeline.