CRM integration services
Leads leak in the gaps between systems: a call that never reaches the CRM, a form that sits in an inbox, an admit nobody marks as won. We connect the tools you already use to your CRM, so every lead is captured, followed up and counted.
900+ integrations completed · Salesforce partner · We sign BAAs
Full integration
Real client systems with the names removed. Every line is data we move. Click a system to see what it sends and receives.
Four ad and traffic sources, five ways to get in touch, one secure server, the CRM, an EMR, billing, SMS, HiLite, a data warehouse, and offline conversions back to Google and Microsoft Ads.
Swipe or scroll sideways to see the whole map.
See what it does and what it connects to, or pick a category above. Arrows show which way the data goes; two arrows mean it syncs both ways.
Free tool
Add your systems, connect them, and see the gaps. Download it, print it, or send it to us and we will talk it through on a free call.
1. Add the systems you use
2. Arrange and connect
Move
Drag any system to where you want it.
Connect
Tap a system, press Connect in the bar at the top, then tap the system its data goes to.
Connect several at once
Turn on Select several, tap each one, then press Connect.
Change or remove
Tap a system, then use the panel under the map to make a line two-way, flip it, or remove it.
How it works
Move
Drag any system to where you want it.
Connect
Click a system, press Connect, then click the system its data goes to.
Connect several at once
Drag a box around them, Shift-click, or turn on Select several. Then Connect.
Change or remove
Click a system to make a line two-way, flip it, or remove it. Press Delete to remove the systems you have selected.
Scroll sideways to see the whole map.
Click any system to rename it, connect it, or remove it. Arrows show which way the data goes; two arrows mean it syncs both ways.
3. Save it, or send it to us
Keep it for your team:
We are Journeys Through Search, a CRM integration team with 900+ integrations completed. Send your map and we will set up a free call to talk it through: what to connect, what is leaking, and how we would fix it. Honest advice, no obligation.
Your map is saved in this browser as you go. Nothing is sent to us until you choose Send. Please list systems only, no patient or customer details.
Directory
Search by system or filter by CRM.
118 integration pages
Admissions in the CRM, clinical in the EMR, and both kept in step.
Every call tied to its source and landed on the right CRM record.
Calls logged on the right record, click to dial, and recordings and notes where reps work.
Prospects from your data tools into the CRM with the source attached and no duplicates.
Form fills become CRM leads with the source attached, not emails in an inbox.
Chats and text conversations saved to the contact, so nobody starts from zero.
Send real customers from the CRM back to the ad platforms, so they bid on what sells.
Billing, payments and signed documents recorded on the right account, so revenue reports match the bank.
Alerts in the channel your team already uses, and cases kept in step with the CRM.
Lists and nurture that follow the CRM, not a spreadsheet export.
Events into GA4 and CRM data into the reports people actually read.
How we build
A field-by-field mapping and a diagram of how data moves, signed off by your team before any build starts.
We build and test against a copy of your CRM, with real scenarios, before anything touches live data.
Leads land with where they came from, so reporting and ad platforms see what actually turned into customers.
For healthcare teams we sign a BAA, limit each system to the access it needs and store credentials encrypted.
A free call maps one funnel from ad click to customer and shows every place a lead can fall between systems.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We talk through your project, your systems and what you want fixed. Free advice, no obligation.
Want research or a specific result first? We start with 3 hours of work and a clear deliverable: a plan, a fix or a working piece.
Priced by project, not by the hour. A clear quote for the full build and any ongoing support. You approve before we start.
We build in a sandbox first, test with your team, then go live and keep it running.
Mostly Salesforce, Zoho CRM, Pipedrive and ActiveCampaign. The systems around them include call tracking, web forms, chat and texting, EMRs, ad platforms, payments and Google Sheets.
If it has an API, we can connect it. Tell us what it is on a free call and we will check what its API allows.
Whatever the process needs. Leads usually flow into the CRM, and outcomes like admits, payments or closed deals flow back to the systems and ad platforms that need them.
Yes. We sign a BAA, limit each system to the access it needs and store credentials encrypted.
By project, not by the hour. The first call is free. If you want something specific first, we start with a 3-hour starter that ends in a clear deliverable. Then you get a project quote for the full build.
It depends on the systems, fields and volume of data. You get a timeline with the quote after a free call.
