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CRM Integration & Automation

Streamline Sales, Support, and Customer Journeys

At Infolink Solutions Australia, we help businesses transform customer relationships with seamless CRM Integration & Automation solutions. We connect your systems, automate workflows, and centralize data to ensure every lead, sale, and interaction is tracked and optimized.

From initial setup to custom workflow automation, our CRM services empower you to manage customer relationships more efficiently, improve team productivity, and unlock scalable growth.

01. What is CRM integration and automation?

It’s the process of connecting a CRM to your business systems and setting up workflows to automate repetitive sales, marketing, and service tasks.

02. Which CRMs do you support?

We work with HubSpot, Zoho, Salesforce, Pipedrive, ActiveCampaign, Freshworks, and other cloud-based or on-premise systems.

03. Can this connect with my website or tools?

Yes. We integrate CRMs with your website, email marketing platform, payment systems, calendar, and third-party apps via APIs or plugins.

04. How long does CRM setup take?

Typically 1–3 weeks depending on complexity. We provide a project timeline and keep you updated at each milestone.

05. Do you provide training and support?

Absolutely. We offer hands-on training, documentation, and post-launch support to ensure your team is confident using the system.

OUR PROCESS

Bringing the best IT
Vendors To You.

1

Step 01

Needs Discovery & CRM Evaluation

Analyze operations, goals, and CRM fit.

2

Step 02

CRM Selection & Account Setup

Implement CRM platform with custom settings.

3

Step 03

Workflow Design & Integration Mapping

Connect systems and define automation logic.

4

Step 04

Automation Build & Staff Training

Develop automations and train your team.

5

Step 05

Testing, Launch & Performance Optimization

Go live with ongoing refinement support.

WHAT TO EXPECT

Key Features & Benefits

Empower your business with seamless CRM integration and automation solutions from Infolink Solutions Australia to streamline operations and boost productivity.

Custom CRM Setup & Platform Integration

We integrate popular CRMs like HubSpot, Zoho, Salesforce, or custom systems—configured to your exact process.

Lead Capture, Scoring & Nurturing Automation

Automatically capture leads, qualify them by behavior, and assign follow-ups to sales teams with zero delay.

Sales Pipeline & Customer Journey Mapping

Visualize your full sales funnel and automate touchpoints from lead to loyal customer.

Task Automation & Team Productivity Tools

Reduce manual work with automated task assignments, email triggers, reminders, and follow-up workflows.

Reporting Dashboards & Real-Time Analytics

Track conversions, engagement, and team performance with live dashboards and detailed reports.

Our Tools

Technology Platforms

We integrate with HubSpot, Zoho CRM, Salesforce, Pipedrive, ActiveCampaign, Make (Integromat), Zapier, Mailchimp, Calendly, and custom APIs for robust CRM solutions.

HUBSPOT
ZOHO
SALESFORCE
ZAPIER
MAILCHIMP
Let’s Elevate Your Digital Strategy

Connect with Infolink

Ready to grow your business with expert-led digital marketing? Contact Infolink Solutions Australia today to start your journey to success.

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+61 406 935 830

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