What CRM integration is
It's directly connecting your business's contact sources — website form, WhatsApp, email, social media — to your CRM, so every new lead comes in automatically, without relying on someone remembering to enter it manually.
Why it matters
The more manual steps there are between a contact arriving and being recorded, the greater the chance a lead gets lost — whether through forgetfulness or delay in the first contact, which is often decisive for conversion. CRM integration removes those manual steps from the process.
What's included in the integration
- Connection between website forms and the CRM, with automatic registration of new contacts.
- WhatsApp integration, when applicable, to record conversations as opportunities in the CRM.
- Automated internal notifications to the sales team as soon as a new lead comes in.
- Organization of fields and funnel stages according to the business's real sales process.
- Migration of existing data, when the business is switching systems.
How the process works
- Mapping the current funnel — we understand how leads arrive today and where the process fails.
- CRM setup — we organize fields, stages and automations according to the business.
- Source integration — we connect the site, forms and WhatsApp to the CRM.
- Testing and adjustments — we validate the full flow, from first contact to record in the system.
Who this service is for
Businesses with an active sales team that already receive leads through multiple channels — website, WhatsApp, social media — and feel that some of those contacts get lost or take too long to be worked.
Why Gnostix
Because we develop the website and work with automation (n8n) and AI agents, we can integrate the CRM directly into the rest of the client's digital ecosystem — not as an isolated tool, but as part of a single flow, from the first click to the record of the sales opportunity.