CRM
Salesforce
CRM data flows, lead routing, and pipeline automation.
Visit SalesforceHow we use it
- Lead routing and assignment based on territory or score
- Syncing contact and deal data with marketing tools
- Automated follow-up sequences triggered by CRM activity
- Pipeline stage change notifications and tasks
- Reporting data extraction and delivery
Salesforce is the CRM at the centre of many of our clients’ marketing and sales operations. Most of our Salesforce work is about making it talk reliably to everything else — and making sure data flows in and out cleanly.
Why we work with Salesforce
Salesforce holds the data that matters most: contacts, opportunities, accounts, and the full history of every customer interaction. When it’s integrated well with the rest of a client’s stack, it becomes the single source of truth that keeps marketing, sales, and ops teams aligned. When it’s not, you get duplicates, missed follow-ups, and reports you can’t trust.
What we build with it
We typically work on the integrations surrounding Salesforce rather than configuration within it. That includes connecting Salesforce to marketing automation tools (HubSpot, Pardot, ActiveCampaign) so leads flow both ways, building automations that trigger follow-up sequences based on CRM activity, and setting up data sync workflows that keep contact records accurate across multiple platforms.
Our approach
CRM integrations require care. We map field relationships carefully before building, test with real data, and always build with data integrity in mind. We also document every integration so your team knows exactly what flows where and why.
Working with Salesforce in your stack?
Let's talk about what's possible when it's properly connected to the rest of your tools.