Integrations
Your website should feed your CRM cleanly — every time.
Peachity connects marketing sites and client experiences to the CRM and ops tools you already run, so inquiries, attribution fields, and follow-up tasks do not die in inboxes.
Problems we solve
Where this work usually starts
Leads stall between form and follow-up
Submissions email someone who is busy. CRM never gets a complete record. Speed-to-lead collapses.
Attribution is guesswork
Campaign and source fields never make it into the system of record. Reporting becomes folklore.
Duplicate records and messy data
Without matching rules and field design, integrations create cleanup work instead of leverage.
Process
How Peachity approaches the work
01
Field and object mapping
Decide what the CRM must know on create/update — and what stays on the website only.
02
Design the capture UX
Forms and CTAs that collect enough to route without punishing conversion.
03
Implement sync and alerts
Reliable create/update paths, notifications, and failure visibility.
04
Validate with real traffic
Test edge cases, then monitor bounce and incomplete syncs after launch.
Scope
What engagements typically include
Typical work
- Form-to-CRM pipelines
- Source / campaign field capture
- Notification and assignment rules
- Light automation around new lead handling
Related upgrades
- Full intake systems
- Workflow automation beyond the first capture
- AI assistants that write back to CRM
Investment
Pricing orientation
Integration work may sit inside Brand Presence or Elevate, or as automation under Intelligent Solutions when the workflow is the product.
Brand Presence
Projects from $4,500 — site foundations with clean capture
Workflow automation
From $5,000 when integration is the primary outcome
Peachity Blueprint
$995 when the stack and ownership are unclear
FAQ
Common questions
Which CRMs do you support?
We work with common CRM and ops tools used by service businesses. Feasibility depends on APIs and your admin access — confirmed in discovery.
Do you migrate historical data?
When scoped. Many projects start with clean forward-looking capture, then tackle migration as a defined phase.
Can this include chat or voice?
Yes — assistants and voice agents can write structured outcomes into CRM when designed that way.
Remote delivery?
Standard. Peachity delivers nationwide from Seattle.