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How do you choose a web design agency that integrates with your CRM?
The short answer
Choose an agency that plans forms, tracking, and CRM connections at the start of the project, not after launch. Ask them to show where each form submission goes and how lead source is recorded.
Key points
- Forms send leads straight into the CRM.
- Lead source and campaign data are captured.
- Chat, booking, and phone calls are connected too.
- The agency tests the full path from form to CRM.
Questions to ask
- Which CRMs have you connected websites to?
- How will you capture lead source and campaign data?
- What happens to leads if the CRM connection fails?
- Who maintains the connection after launch?
From our team
How Proven ROI helps
Proven ROI designs websites and connects them to HubSpot, Salesforce, and other CRMs so every lead arrives with its source.
Talk to a real personCommon follow up questions
- Can any website platform connect to HubSpot?
- Most can, through embedded forms, a plugin, or an API. The method depends on the platform and how much control you need.