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You will get CRM setup — website forms, pipeline stages, and optional calendar booking wired to your CRM

CRM & Lead Capture Setup

Project details

We connect your website forms to your CRM, build pipeline stages and custom fields, and optionally sync calendar booking — so every lead arrives tagged and staged correctly. Pick form routing only, full pipeline setup, or pipeline plus booking sync.

Service Type

CRM & Lead Capture

Best For

New sites, empty CRMs, broken form routing

Scope

1 CRM, 1 website or booking tool

Revisions

One test-and-fix round per tier

What's included

Form → CRM From $750 Pipeline foundation $1,200 Pipeline + booking $1,600
Website form → CRM
Pipeline stages & fields
Intake form setup
Calendar booking sync
Training call 30 min30 min

Often ordered with

Follow-Up & Reputation AutomationGA4 & Conversion TrackingHigh-Converting Landing Page

Frequently asked questions

Website form routing to your CRM, pipeline stages and custom fields, and optional calendar booking sync — scoped by tier so you know exactly what is wired before kickoff. We document every connection in a handoff checklist.

Yes — we configure CRM setup for common platforms including HubSpot, GoHighLevel, Pipedrive, and Zoho, plus native form tools when that is the right fit. Tell us your stack at order and we confirm compatibility before work starts.

Choose Form → CRM if your pipeline exists but website leads go to email only. Choose Pipeline foundation if your CRM is empty or messy. Choose Pipeline + booking if estimates or consults are booked online and should create CRM records.

GoHighLevel and HubSpot are most common for local service businesses. WordPress form routing works with most CRMs via webhooks or Zapier. Jobber and ServiceTitan — ask for a custom quote.

Yes — pair this with Follow-Up & Reputation Automation once your pipeline and form routing are clean.

What our clients say:

Satisfaction Guarantee

We stand behind our work with a 100% satisfaction guarantee. If you're not completely satisfied with the final deliverable, we'll give you your money back.