Capture and match
Form fields, source, context and relevant business data. We agree how existing contacts are matched and repeated events handled.
NZRK solutions
CRM integrations
that keep enquiries connected
Connect incoming enquiries to your CRM and business tools. Your team gets the relevant details and a clear status instead of another spreadsheet to copy manually.
When this helps
Enquiries arrive from a website and messages, contacts are copied by hand and some requests appear twice. A manager sees a contact but not the earlier conversation. Integration helps when information must move between systems under defined rules.
What we can configure
Status and ownership
Create or update records, assign a responsible person and notify your team through an agreed channel.
Handle failures
Defined retries, status records and human escalation. Saving an enquiry is not presented as confirmed delivery.
An example workflow
An illustration of an agreed workflow, not a client case.
Receive the enquiry
The website form captures agreed fields and records the source.
Check the data
The workflow validates required fields and looks for a possible duplicate using agreed identifiers.
Send to CRM
A contact or deal is created or updated through an authorised API; the responsible person receives the context.
Show the outcome
The actual status is recorded. If CRM is unavailable, the enquiry follows an agreed fallback.
Where we start
Start with one source and one destination, such as your website form and CRM. Agree fields, duplicate handling, ownership and failure behaviour before adding channels.
How we check the result
- A new enquiry creates the correct record with the required fields
- Repeated events follow the agreed rule without extra deals
- An API failure is not reported as successful delivery
- Your team can see the owner, status and next action
What your team receives
- A process map, agreed rules and a list of integrations
- Configuration in business accounts with defined access rights
- Checks of agreed scenarios and error handling
- Instructions, a documented handover or agreed support
Scope and cost
Price and schedule follow a review of your process, systems and workload. Development, support and recurring provider charges are agreed separately. We do not promise savings or outcomes without measurement.
Questions before implementation
Do we need to replace our CRM?
Not necessarily. We first check your current CRM, API, subscription plan and required permissions. Replacing the system is not the default.
Can you connect Odoo, Google Sheets and Telegram?
These tools can be part of an agreed workflow. We check Odoo versions, modules and API access; a spreadsheet is not described as a complete CRM without the functions your business needs.
Will you move our existing data?
Migration is scoped separately: structure, data quality, field mapping, backup and acceptance checks. Existing history is not overwritten without agreement.
Who owns the data and accounts?
Your business uses its own accounts. Access rights, processing scope, retention and responsibilities are agreed before connection.
Related services
Find the first useful step
Tell us what is done manually, where information gets lost and which tools you already use. The preliminary AI assessment helps prepare a discussion with the team.