CRM integration, automation and AI, built on the CRM you already run.
300+ projects across HubSpot, Salesforce, Dynamics 365, Pipedrive and Zoho plus every marketing, support and sales tool you run around them.
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Which CRM do you run? We've probably already integrated it.
Every CRM is sold as the single source of truth for customer data. In practice, most sales and marketing teams run their CRM alongside 5–20 other tools, marketing automation, support, e-commerce, billing, enrichment. We close the gaps.
HubSpot integration services
The full HubSpot suite: Marketing, Sales, Service, Content and Operations Hubs. Typical HubSpot integration projects: custom HubSpot API work, Salesforce ↔ HubSpot sync, Shopify integration, migration from vTiger or Pipedrive, and workflow automation for lead routing, scoring and pipeline hygiene.
Salesforce integration services
Sales Cloud, Service Cloud, Marketing Cloud and Data Cloud. Typical Salesforce integration projects: Salesforce HubSpot and Marketo sync, Shopify integration, NetSuite ↔ Salesforce, custom Apex and Lightning work, and workflow automation for lead routing and quote-to-cash.
Dynamics 365 Sales integration services
Microsoft's CRM inside the wider Dynamics 365 family. Typical D365 Sales integration projects: sync with HubSpot, Shopify integration, Business Central ↔ Sales, Microsoft Copilot embedded in the sales flow, and workflow automation with Power Automate.
Pipedrive, Zoho CRM, Monday CRM
The lean SMB CRM stack. Typical projects: Pipedrive → HubSpot or Salesforce migration, Zoho CRM API integration, Monday CRM connected to marketing and support tools, and workflow automation for fast-scaling sales teams.
Running something else?
SugarCRM, Freshsales, Close, Copper, Attio, Capsule, in-house CRMs. If it has an API, a database or a contact export, we've probably already integrated it.
The processes we automate inside your CRM
The specific, repeatable projects finance, operations and HR teams ask us for most often, the ones that pay for themselves within the first quarter.
Lead routing automation
Inbound lead → scored → assigned to the right rep by territory, segment or round-robin. Built with Chili Piper, Distribution Engine or native CRM workflows. Full audit trail.
Lead scoring automation
Rule-based or ML-driven scoring on firmographic, behavioural and intent data. MQL → SQL handoff without the Slack back-and-forth.
Sales pipeline automation
Pipeline and deal management automation: stage transitions, task creation, follow-up reminders, stale-deal escalation. Sales automation that keeps the CRM current without manual admin.
Quote and contract automation
Quote generation from CRM data. DocuSign/PandaDoc send and signature tracking. Signed contract → closed-won → handoff to onboarding.
Meeting booking automation
Calendly, Chili Piper, HubSpot Meetings synced to the CRM. Round-robin, territory-aware, no double bookings.
Marketing ↔ Sales handoff automation
Marketing automation connected to sales: MQLs passed with full context: campaign source, content consumed, score — routed to the right rep. Works with Marketo, HubSpot Marketing Hub, Pardot.
Form → CRM sync automation
Every web form, landing page, event sign-up and gated asset flowing into the CRM with deduplication, enrichment and routing in one step.
Campaign attribution automation
Multi-touch attribution across paid, organic, email and events, stitched into the CRM so deal reporting tells you what actually worked.
Customer onboarding automation
Closed-won → provisioned accounts, welcome sequence, kick-off meeting, success milestones. Customer onboarding and customer success automation.
Support ↔ CRM sync automation
Zendesk, Intercom, Freshdesk tickets linked to CRM accounts. Service issues visible on deal records. Escalations routed automatically.
Renewal and churn risk automation
Usage signals, NPS, ticket patterns flowing into the CRM. Churn prediction models and renewal automation, works with Gainsight, Vitally, Totango or custom.
CRM data cleanup automation
CRM deduplication, contact normalisation, company enrichment, invalid-email purging. Ongoing data hygiene automation, not a one-off cleanup.
The AI services we build on top of your CRM.
Production AI, embedded in your CRM. Every workflow audit-logged and human-reviewable.
Contract & quote extraction
Document AI pulls terms, values, close dates and signatures from sales contracts, quotes and NDAs straight into the CRM deal record.
Sales prospecting agent
An agent researches target accounts, drafts personalised outreach based on your ICP and positioning, and logs every action back to the CRM.
Conversation intelligence
Sales calls and meetings transcribed, summarised, logged to the CRM as deal activities. Coaching signals surfaced. Works with Gong, Chorus, Otter, or custom.
AI email & reply drafting
Drafts replies using full CRM context: deal stage, previous emails, account notes, product interest. Rep reviews, edits, sends.
Chat with your CRM
Natural-language queries across CRM data. "Show me deals closing this quarter over £50k with no activity in 14 days." Works with Claude, GPT, Microsoft Copilot.
AI lead scoring & deal health
ML models trained on your historical win/loss data. Predicts which leads close, flags at-risk deals weeks ahead of the rep noticing.
Got a different AI problem?
Custom GPTs, LLM apps, AI agents, vibe-coded products with Claude Code, we build AI outside the CRM world too.
See our AI automation agency page →
Makeitfuture expertise
The automation agency in Europe combining ISO certifications, Make.com expert status (Platinum Partner & AI Partner of the Year) and 300+ Projects delivered
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Clients
Automations
Years of experience
How we compare
Makeitfuture | In-house | MiddlewareZapier · Make · Workato | CRM Implementation Partner | |
|---|---|---|---|---|
Time to first live integration (custom) | 1–3 weeks | 2–4 months | 2–6 weeks | 2–6 months |
Depth in one CRM vendor | Broad across major CRMs | Narrow to your stack | Broad but shallow | Deepest — by far |
Custom connector development | Yes, shipped to public marketplaces | If capacity | Usually no, or expensive | Rarely, native tools only |
Enterprise 24/7 tiered support | 24/7 monitoring + business-hours + on-call ( depending on the package ) | Your team's availability | Full T1/T2/T3 24/7 at scale | Varies by partner |
Ongoing cost (5+ year horizon) | Project + optional retainer | Usually cheapest long-term | Per-connector + per-operation fees | Consulting rates |
Vendor lock-in risk | Low, built on open platforms (Make, n8n) | None, you own it | High, tied to their platform | High, tied to one CRM ecosystem |
AI embedded (agents, Document AI) | Platform-agnostic (Claude, GPT, custom) | Team-dependent | Platform's own AI only | Vendor's AI stack (e.g. HubSpot Breeze, Einstein, Copilot) |
CRM projects, told from the problem up.
See how we've helped companies in financial services, hospitality, e-commerce, manufacturing, and more.
Reasons teams pick us for their CRM work.
The automation agency powerful enough for enterprises, simple enough for everyone, and priced for growth.
Platform-agnostic, by design
Make Platinum, Gold Airtable, n8n Expert, HubSpot Partner, Zapier Certified. We also build in Power Automate, Workato and custom code. We pick the right tool for your stack.
Security & compliance, documented
ISO 27001 and ISO 9001 certified. Reusable patterns for GDPR, PEPPOL e-invoicing, German tax, UK VAT and MTD. Financial services and healthcare accounts: the controls transfer.
No connector? We build it.
When your CRM has no Make.com module, no n8n node, no Zapier app, we build one. We've shipped custom apps to all three marketplaces.
From first call to live integration, in four steps.
This process came from delivering 300+ automation and integration projects.
Apel de descoperire
30-minute call, then a working session with the people who use the CRM every day. We map the workflow and agree the outcome that matters most.
Architecture
Written architecture: tools, integrations, data model, error handling, rollout, pricing. You approve before a single workflow is built.
Implementation
Build in stages. Test against real data. Deploy behind feature flags where possible. Train your team and give them runbooks.
Support
24/7 monitoring. 08:00–24:00 CET support Mon–Fri. SLA-backed enterprise tickets. Optional Automation-as-a-Service retainer.
FAQs CRM Services
Most workflow-level CRM integrations go live in 1–3 weeks. Larger programmes, full CRM migrations, multi-system integrations, AI-embedded automation run 6–12 weeks. We scope every project against a fixed timeline and a fixed price where possible.
We are a multi-CRM integration agency. We work across HubSpot, Salesforce, Microsoft Dynamics 365 Sales, Pipedrive, Zoho CRM, Monday CRM, Freshsales and Attio at minimum and we've built custom connectors for CRMs with no public API.
It depends on your shape. HubSpot tends to fit SMB and mid-market teams with a marketing-heavy funnel and a preference for an integrated suite. Salesforce tends to fit larger or enterprise teams with complex sales processes, deep customisation needs, and existing Salesforce-adjacent stack investments. We'll tell you honestly which fits your situation on the discovery call — and we're happy to implement either.
Yes. Our UK lead is based in London. UK sales and discovery calls are handled personally. Delivery team distributed across the UK, Romania and France, UK rates with enterprise-grade delivery.
Yes. CRM migration is one of our most-delivered project types — Pipedrive → HubSpot, HubSpot → Salesforce, Salesforce → HubSpot, vTiger → HubSpot, legacy CRM → modern CRM. We migrated 15,000+ records for a European construction group in 24 minutes with 0 data errors.
Yes. ERP ↔ CRM integration is one of our three most-delivered project types. HubSpot, Salesforce, Pipedrive, Dynamics 365 Sales and Zoho CRM all talk to Sage, Dynamics 365, NetSuite, SAP and Odoo through workflows we build. Real-time bidirectional sync is standard.
See our ERP integration page →
Yes. Deduplication, contact normalisation, invalid-email purging, company enrichment, missing-field backfill. We do one-off cleanups and we set up ongoing automation so the CRM stays clean, deduping on ingest, enriching on creation, flagging anomalies before they post.
Yes, lead routing automation, lead scoring automation, and MQL→SQL handoff are packaged projects for us. We build rule-based or ML-driven scoring, territory- and segment-aware routing, round-robin assignment, and full-context handoffs from marketing to sales (with the campaign source, content consumed and qualification signal attached).
Yes, this is a growing share of our CRM work. AI agents for prospecting and outreach, Document AI for contract and quote extraction, conversation intelligence for call transcription, chat-with-your-CRM natural-language search, AI email drafting, and ML-driven lead scoring and deal health. Every AI workflow ships with a human fallback and an audit trail.
Yes. We also rebuild on a different platform where the economics justify it — one of our case studies saved €20,000/month after moving from Make.com to n8n. We give you an honest opinion on which approach wins.
Both. Most UK clients move onto an Automation-as-a-Service retainer after the first project — unlimited ongoing development, proactive monitoring, SLA. Project-only engagements available too.
Simple workflow projects start from around £3,000. A full CRM migration typically £8,000–£20,000 depending on record volume, field complexity, and number of integrations to reattach. RevOps automation programmes run higher. Request a scoped quote below and we'll price your specific project against a firm number.
Yes — on every enterprise engagement. ISO 27001 documentation, DPIA input, GDPR sign-off, SOC 2 input where required, UK PECR considerations for marketing automation, sign-off on data flows before anything goes live.
Ready to see what we'd do with your CRM?
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