Clients with Integrations
set up by WebFX
Integrated Marketing Leads to:
Closed-loop decision making
Compounding ROI
Better segmentation
Integrations Connected
Integrations Support:
Clearer Attribution
Stronger Targeting
Revenue Reporting
“Once we integrated our HubSpot, we were able to get some real attribution, which we haven’t been able to do internally.”
Sr Director of Marketing, SaaS Company
Rated 4.9/5 stars on G2
Rated 4.9/5 stars on Clutch
CPL Reduction
in the first 6 months
Connected data marketing can help you get more from your marketing budget by decreasing cost per lead by 15% or more.
Marketing CRM Integration Agency Connect Your Marketing Spend to Closed Revenue
We connect your CRM to your marketing data so that you can improve reporting, targeting, and even decision-making. The more data you have, the smarter your marketing gets. Connect with our team to get started!
What do your CRM integration services include?
Get a preview of what our CRM integration services include below:
Integration roadmap
Integration roadmap
You don’t have to wonder when it comes to the who, what, why, and how of integrating your CRM with the rest of your tech stack.
At WebFX, we’ll build an integration roadmap that outlines:
- Integration method (API, native connectors, etc.)
- Potential issues and/or concerns
- Estimated timeline
- And more
Data mapping
Data mapping
Name. Email. Role. At WebFX, we map it all to ensure your business gets a unified dataset it can use with confidence across marketing, sales, and support for:
- Personalized experiences
- Automated workflows
- Aligned customer experiences
- And more
Integration
Integration
Relax — our CRM integration agency takes care of everything when it comes to mapping and integrating your CRM with the rest of your tech stack, including:
- Website analytics
- Marketing automation software
- Live chat
- And more
Ongoing support
Ongoing support
You get a partner dedicated to your success when you choose WebFX for your CRM integration needs, from HubSpot to Salesforce.
The best part? We can help you activate benefits like:
- Automating workflows
- Streamlining audience targeting
- Measuring performance across departments
- And more
And more
And more
Learn more about our technology platform for unifying your business data:
Technology for Smarter Marketing
RevenueCloudFX is our proprietary marketing software built to enable our client’s website strategies and digital campaigns.
With 20+ different features, this client-exclusive platform makes it easier than ever to track digital marketing performance and make strategic decisions.
20%
$500K+
1+ billion
20%
$500K+
1+ billion
Your search for a CRM integration consultant ends here
When your company partners with WebFX, you:
White-glove service
Struggling to get things done doesn’t happen with WebFX. From data mapping to the integration itself, we’ll take care of everything.
Trusted professionals
You don’t have to know all the answers. With our award-winning team, businesses of all sizes and experience levels can get their CRM integrated with ease.
Unified datasets
Get the key to better business performance with a unified dataset for leadership, marketing, sales, and support to do better work that benefits the bottom line.
Workflow automation
Save time across departments with automated workflows for marketing, sales, and support initiatives, like ad campaigns, outreach, and email follow-ups.
Pricing custom to you.
Starting at $3,000 per month.
Solving key challenges for businesses
When Merrimack Valley Psychological Associates wanted to help more clients, they turned to WebFX. Learn how our partnership expanded their reach and results.
“My practice has grown quickly and improved our accessibility to those we serve or hope to serve within our community. WebFX is directly responsible for our growth and the fact that we have more than doubled our revenue in six months.”
Net Friends turned to WebFX to help them boost their presence in search engines to attract qualified traffic and leads for their business.
“Web traffic is up well over 100% and our marketing qualified leads are more than double what they were before our WebFX engagement.”
Hurst Pediatric Dentistry wanted more clients to find their kid-friendly dental office. Here’s how our partnership helped them serve up more smiles!
“Rather than pushing us to make changes on our website that would make it more similar to so many other websites, WebFX offers suggestions for simple tweaks we can make to get the results we want, while still allowing our personalities to shine through.”
Unlock a 25% greater marketing ROI with a unified tech stack
- Dedicated account manager, interfacing with a team of 500+ digital marketing experts
- RevenueCloudFX access for optimizing, measuring, and reporting ROI
- In-depth analysis of your business goals, industry, and competitors
- In-house project management software, 24/7 help desk, and direct client phone line
In-House Marketing
- One or two team members trying to keep up with fast-paced marketing advancements
- Analytics suite for measuring and improving campaign performance
- S.M.A.R.T. goals, but limited resources needed to execute
- Reporting roadblocks leading to project delays and wasted spend
Typical Marketing Agency
- Dedicated account manager responsible for strategy, but will need your help implementing solutions
- Third-party tracking and analysis with subscription costs passed to you
- Cookie-cutter checklists and solutions for optimizing your campaigns
- Regular, but unreliable support when issues arise with your account
Get the competitive edge of an integrated CRM
CRM integration services unlock the benefits of a unified tech and dataset across the customer experience, from marketing to sales to support.
Discover what’s waiting for your business below:
Marketing automation
Marketing automation
Automate across marketing initiatives to not only save time but also connect with prospects at the right moment. With WebFX, your dedicated team will include digital marketers and data architects that can make the following a reality:
- Website personalizations
- Drip campaigns
- Remarketing campaigns
- And more
Sales acceleration
Sales acceleration
Empower sales teams to close more — and bigger — deals with workflows like:
- Streamlining lead assignment
- Automated email follow-ups
- Marketing insights, like website pages visited, ads seen, newsletters read, etc.
- And more
ROI tracking
ROI tracking
Transform decision-making from haphazard guesses to confidence decisions with a unified dataset that tracks the offline and online performance of marketing, sales, and support initiatives across the user experience, from viewer to customer.
FAQs about CRM integration services
What are CRM integration services?
CRM integration services help businesses bring their customer relationship management software and other business applications together to streamline reporting, workflows, and more.
How long does a CRM integration take?
A CRM integration can take a few weeks to a few months. The timeline depends on your tech stack’s complexity, number of data points, and integration goals.
How much do CRM integration agencies cost?
CRM integration agencies cost a few thousand to several thousand dollars. The price depends on the integration’s complexity and the agency’s experience and capabilities.
What systems can you integrate with my CRM?
At WebFX, our CRM integration agency can integrate your CRM with more than 1,200 different platforms, from call trackers to live chat software to project inventory management.
Streamline your business operations with CRM integration services
Make business operations uncomplicated with WebFX’s award-winning CRM integration services. Discover what’s waiting for marketing, sales, and support by contacting us online today!
WebFX has thousands of reviews praising our transparency, communication, and results.
WebFX Agency Rating
4.9/5
based on over 550 third-party reviews
Explore our CRM integration plans
Combines disjointed customer data into unified customer journeys enriched with additional purchased data fields for real-time audience segmentation Benchmark lift: 20% For audiences which sync to revenue driving marketing automation tools Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reporting Options such as MQL, SQL, Won/Lost to refine lead generation machines and audience segmentation Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI Our proprietary CRM software that powers over $600 million in annual sales for clients Connect with your CRM contacts with 1-to-1 via text messages. Included # of outbound SMS/month for each Nutshell seat Onboarding with a Nutshell CRM Subject Matter Expert (SME) from the Nutshell team will provide demos, build CRM workflow/pipeline stages. The set up, ongoing monitoring, & debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and/or Microsoft Ads to improve their machine learning algorithm for your campaigns, saving you ad spend budget and accelerating new customer acquisition. (Minimum of 25-30 conversions per month needed) The set up, ongoing monitoring, & debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and/or Microsoft Ads to create lookalike and/or custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience) Bidirectional CRM connection to append marketing data [4 fields total: source, medium, utm_parameters, and notes (to include: entry page, link to full lead journey/call transcript)] to CRM leads, and query back lead status and revenue for Customer360FX Contacts and Automated Audiences Bidirectional CRM connection to create New leads in CRM tracked by RevenueCloudFX, and query back lead status + revenue for Customer360FX and Automated Audiences Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data into RevenueCloudFX Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data between RevenueCloudFX and the original Martech tool. Additional data connectors for supported ERPs + Accounting systems such as NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc. Data pipeline consultant and engineering time spent building new pipelines or customizing existing IntegrationsFX data pipelines for custom client requirements. Identity resolution for B2B visitors with basic data enrichment to support sales teams and smarter marketing automation campaigns Benchmark lift: 20% 3rd party data purchased from leading providers to enrich missing or incomplete firmographic data points such as Location, Industry, Number of Employees, Domain and Annual Sales. Access professional profiles, including job title, work experience, education, LinkedIn profile, etc. Includes The ability to export resolved professional contacts. Contact info for ICPs working at the companies that visit your website. Average match rate of ~35% of resolved from anonymously resolved companies visiting your website, who have buying intent ProspectorFX allows you to search and filter for prospective new customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email, and social touchpoints of your most desired matches. Omnichannel lead journey tracking and scoring for form submissions, live chats, and microconversions. Automatically filters leads from blacklisted IP addresses Close more leads in less time with lead scoring customized to your business Automated call tracking + recording for ROI measurement Channel-specific call tracking numbers Caller location for Automated Audience Creation Enhanced firmographic + demographic data for Automated Audience Creation such as age, employer, occupation, home value, social media profiles, etc. Caller and agent sentiment analysis and intent powered by Google AI Enhanced firmographic and demographic data to enrich incoming leads (including list uploads) for sales support and marketing segmentation. LeadScorerFX Pro utilizes data Enrichment fields for Enhanced lead scoring calculations and measurements. ROI + CPL Dashboarding with automated ad spend tracking for cost per lead analysis per MROI Channel Multi-device programmatic advertising based on CRM and visitor data Benchmark lift: 8% increase in closed sales Competitor website changes tracking and strategy monitoring Location data accuracy reports for increasing maps visibility Benchmark lift: 12% increase in local leads On-demand email sending with real-time audience syncing from Customer360FX Benchmark lift: 16% increase in leads Drag n drop page builder to rapidly deploy high converting landing pages Benchmark lift: 11% increase in leads Real-time insights to which content types provide the highest value for your website. IBM Watson-powered, SEO content creation and evaluation tool to outrank competitors Benchmark lift: 10% increase in organic traffic User intent for content marketing search engine ranking analysis powered by IBM Watson Benchmark lift: 8% increase in organic traffic Customize demographic & firmographic audience journeys Benchmark lift: 11% increase in conversions Boost your online credibility and local leads, and gain visibility to customer experiences through this review collection software.
Features Foundation Data Professional Innovator Innovator VIP
Customer Data Platform
Customer360FX Unified Customer Journeys + Automated Segmentation ✓ ✓ ✓ ✓
First-Party Data Profiles Up to 20,000 contacts / 160,000 emails/mo Up to 50,000 contacts / 400,000 emails/mo Up to 100,000 contacts / 800,000 emails/mo Up to 250,000 contacts / 2,000,000 emails/mo
CSV Upload ✓ ✓ ✓ ✓
Lead Statuses ✓ ✓ ✓ ✓
Nutshell Pro 10 Pro Nutshell seats 20 Enterprise Nutshell seats 40 Enterprise Nutshell seats 80 Enterprise Nutshell seats
150 outbound SMS per user, for a shared pool of up to 1,500 per month for your 10 users 150 outbound SMS per user, for a shared pool of up to 3,000 per month for your 20 users 150 outbound SMS per user, for a shared pool of up to 6,000 per month for your 40 users 150 outbound SMS per user, for a shared pool of up to 12,000 per month for your 80 users
Nutshell Onboarding
Up to 4 hours of CRM Onboarding Support & Consulting Up to 4 hours of CRM Onboarding Support & Consulting Up to 6 hours of CRM Onboarding Support & Consulting Up to 12 hours of CRM Onboarding Support & Consulting
SchedulerFX automated calendar booking system Up to 10 Calendars Up to 20 Calendars Up to 40 Calendars Up to 80 Calendars
– IntegrationsFX Conversion Based Smart Bidding Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients
– IntegrationsFXLookalike + Custom Audiences Continually Updated Available to WebFX Paid Search Clients – Up to a total of 15 audiences Available to WebFX Paid Social Clients – Up to a total of 30 audiences Available to WebFX Paid Social Clients – Up to a total of 50 audiences Available to WebFX Paid Social Clients – Up to a total of 100 audiences
– IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation ✓ ✓ ✓ ✓
– IntegrationsFX CRM: New Contact Creation ✓ ✓ ✓
IntegrationsFX: Additional Unidirectional Data Pipelines
Up to a total of 2 Unidirection IntegrationsFX Data Pipelines
Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
IntegrationsFX: Additional Bidirectional Data Pipelines Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
– IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs such as Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central
– IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etc By Quote
Pipeline Consulting & Engineering Time Up to 25 hours / year Up to 50 hours / year
Measurement, Insights + ROI
CompanyTrackerFX ✓ ✓ ✓ ✓
– Standard Company Enrichment ✓ ✓ ✓ ✓
New Contact & Prospect Lookup (Monthly Credits) Total of 10 credits per month
(5 for ProspectorFX & 5 for CompanyTrackerFX Pro) Total of 300 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 800 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 2,000 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)
– CompanyTrackerFX Pro: Employee Resolution ✓ ✓ ✓ ✓
– ProspectorFX: Contact & Company Search ✓ ✓ ✓ ✓
LeadManagerFX ✓ ✓ ✓ ✓
Advanced Spam Filtering ✓ ✓ ✓ ✓
LeadScorerFX Standard ✓ ✓ ✓ ✓
CallTrackerFX: Tracked Monthly Calls 1,250 calls tracked / mo 2,500 calls tracked / mo 5,000 calls tracked / mo 10,000 calls tracked / mo
CallTrackerFX: Unique Call Tracking Numbers 25 unique numbers 50 unique numbers 75 unique numbers 150 unique numbers
Standard Call Enrichment ✓ ✓ ✓ ✓
Enterprise Call Enrichment ✓ ✓ ✓
AIConversationsFX 
✓ ✓ ✓ ✓
DataEnrichmentFX: Enriched Contacts & Leads ✓ ✓ ✓ ✓
– Contact & Lead Enrichment: Web Leads, Callers, Contacts, & Email Lists (Monthly Enrichments) Up to 2,000 enrichments / mo Up to 5,000 enrichments / mo Up to 15,000 / mo Up to 40,000 / mo
– B2B-to-B2C Secondary Email Resolution & B2C-to-B2B Secondary Email Resolution ✓ ✓ ✓ ✓
– B2C CallTrackerFX Leads: Reverse Phone # Lookup ✓ ✓ ✓ ✓
LeadScorerFX Pro ✓ ✓ ✓
MROIDashboardFX ✓ ✓ ✓ ✓
Revenue Acceleration & Forecasting
AdTechFX Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients
PlaybookFX
Big data insights & PredictionGeniusFX forecasts identify the most effective path for revenue growth✓ ✓ ✓ ✓
CompetitorSpyFX: Up to 5 Competitors Tracked ✓ ✓ ✓ ✓
LocalFX ✓ ✓ ✓ ✓
EmailMarketingFX Sending to up to 20,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 50,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 100,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 250,000 Contacts, with unlimited emails sent to each Contact, included in plan
FunnelsFX ✓ ✓ ✓ ✓
ML, Smarter Content & Buyer Journey
ContentAnalyticsFX ✓ ✓ ✓ ✓
ContentGeniusFX ✓ ✓ ✓ ✓
DeepLearningFX 5 reports / mo 10 reports / mo 25 reports / mo Unlimited reports
PersonalizeFX Up to 15 demographic, firmographic, or audience segments can be personalized Up to 30 demographic, firmographic, or audience segments can be personalized Up to 60 demographic, firmographic, or audience segments can be personalized Unlimited demographic, firmographic, or audience segments can be personalized
ReviewAccelerationFX Up to 3 locations Up to 5 locations Up to 10 locations Up to 25 locations
Personalized Onboarding & Martech Strategy
Contacts imported from legacy software systems ✓ ✓ ✓ ✓
Onboarding + performance implementation w/ Strategic Martech Specialist 3 calls during first year onboarding
and up to 10 hours of consulting, auditing, implementation and setup 3 calls during first year onboarding
and up to 15 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 20 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 30 hours of consulting, auditing, implementation and setup
Annual Martech Specialist Consultations 1 / year 2 / year 4 / year 4 / year
On-going Data Architect Support Queue Access Up to 4 hours / year Up to 6 hours / year Up to 12 hours / year Up to 20 hours / year
Dedicated Martech Expert ✓ ✓ ✓ ✓
Execution of Martech FuelFX Assets 3 per quarter / 12 per year
Standard Monthly Licensing Cost $675 $1,175 $2,500 $4,975
Existing Monthly Customer Cost $500 $975 $2,250 $4,475