CRM & Automation
Implementation and Integration: the right tool, working together
A poorly configured automation tool is money wasted. Performa Web sets up your CRM and automation platform and integrates it with your data sources, so everything works in a connected way.
Talk to a CRM specialistWhat is tool implementation and integration?
Tool implementation and integration is the technical work of getting your CRM and automation platform to truly function. It involves the tool's setup (configuring accounts, fields, automations, and permissions) and, primarily, its integration with your data sources: your website, landing pages, e-commerce platform, database, and channels.
Without this integration, the tool lives in isolation and doesn't receive the data it needs. When well implemented and connected, it starts receiving contacts, triggering automations, and recording results automatically.
Why this matters for your business
Everything connected
The tool receives data from all sources.
Correct setup
Proper configuration prevents errors and rework.
True automation
Only when integrated does the tool work on its own.
Reliable database
Data is entered organized and ready for use.
How it works in practice
Selection or evaluation
We help choose or evaluate the current tool.
Platform setup
We configure accounts, fields, and automations.
Integration with sources
We connect your website, e-commerce, database, and channels.
Tests
We validate that everything works end-to-end.
Documentation
We make the structure clear and traceable.
What's included
Selection or evaluation
Of the tool.
Platform setup
For CRM and automation.
Integration with your sources
Website, e-commerce, and others.
Field and automation configuration
Tailored.
End-to-end testing
Everything validated.
Documentation
Of the structure.
Who it's for
This service is for you if:
- You are going to adopt a CRM or automation tool.
- You already have a tool, but it's poorly configured or isolated.
- You need to integrate your CRM with your website, e-commerce, or database.
- You want to ensure everything works in a connected way.
Why Performa Web
- 14 years of experience and over 150 brands served.
- Setup and integration done with technical care.
- Independence to work with the right tool for you.
- Google Partner Premier and NPS 90.
- 14 anos de experiência
- Google Partner Premier
- NPS 90
Frequently asked questions
Ready to get your tool up and running?
Talk to us. We implement and integrate your CRM and automation platform.
Talk to a specialistOur team will contact you quickly.
Your growth starts here
Tell us about your business and our specialists will design a tailored plan to generate more traffic, qualified leads and predictable revenue.