CRM & System Integration

Connect Your Website With Systems to Automate Operations

We integrate CRM and business systems to automate workflows, manage customer data, and streamline sales and operations.

Why Businesses Need CRM & Automation

Manual Processes Slow Down Growing Businesses

As businesses grow, managing customer information, leads, marketing activities, and internal workflows becomes increasingly complex. Without proper system integration, teams often rely on manual data entry, disconnected tools, and inefficient processes. CRM and system integration connects your website with the platforms that automate communication, organize customer data, and streamline daily operations.

CRM Platforms​

Customer Relationship Management Systems
We Integrate

We connect your website with leading CRM platforms so customer data, leads, and communication history flow seamlessly between your website and internal sales systems. This integration allows businesses to automate lead management, track customer interactions, and improve sales workflows.

Business Systems

Operational Systems and Platforms We Integrate ​

Beyond CRM platforms, we integrate websites with operational tools and business systems that automate workflows, synchronize data, and streamline daily operations across departments.

Automation & Integration

  • Zapier
  • Make (Integromat)

Marketing & Communication

  • Mailchimp
  • ActiveCampaign
  • SendGrid

Excellence

  • Amazon Marketplace
  • Shopify
  • WooCommerce

Business & Operations Systems

  • Odoo ERP
  • Inventory management systems
  • POS systems
  • Accounting systems (QuickBooks / Xero)

Workplace & Collaboration

  • Google Workspace
  • Slack integrations

Automation

Automation Workflows That Improve Business Efficiency

We design automated workflows that connect your website, CRM, and business systems so information moves instantly between platforms. These automations reduce manual work, improve response times, and ensure every customer interaction is properly tracked and managed.

Lead Capture to CRM Pipeline

Website forms automatically create new contacts and opportunities inside your CRM, ensuring every lead enters your sales pipeline without manual input.

Website Forms to Contact Management

Form submissions are instantly synchronized with your CRM or database, keeping customer information organized and accessible for sales and support teams.

CRM to Email Marketing Automation

Customer data triggers automated email sequences, nurturing leads and maintaining engagement through personalized marketing campaigns.

Sales Pipeline Automation

Deals automatically move through defined sales stages based on customer actions, helping teams track progress and manage opportunities more effectively.

Customer Onboarding Workflows

New customers automatically receive onboarding emails, resources, and task assignments that guide them through the next steps after purchase or signup.

Internal Team Notifications

Automated notifications alert team members when new leads arrive, deals progress, or important customer actions occur.

Task and Workflow Automation

Routine operational tasks can be automatically assigned to team members, improving productivity and reducing administrative work.

Why Luniea

We Build CRM and System Integrations That Actually Work

Effective integrations require more than simply connecting platforms. We design structured integrations that ensure reliable data flow between your website, CRM, and operational systems. Our approach focuses on automation planning, secure data handling, and scalable architecture so your technology infrastructure supports long-term business growth.

Initial session, no obligation

Ready to streamline your operations?

Let’s understand your workflows, tools and current setup to identify the right systems and structure for your business.

Not sure yet?

One Team for Your Entire Digital Presence

We bring together websites, content, social media, search, advertising, and systems into one structured digital approach optimized for and performance.

Solutions

Digital Marketing

Web & UX Design

Branding & Production

Let’s Build Something That Performs