CRM INTEGRATION SERVICES
1000+
Stack implementations
4.9 / 5
Client rating
Award-Winning
Partner expertise
CONNECTED SYSTEMS. LESS MANUAL WORK.
Connect your CRM with the tools your team already uses, so information moves automatically and manual admin disappears.
A website enquiry can flow straight into Pipedrive, trigger a sales task and add the contact to the right Mailchimp journey, without your team having to lift a finger.
WHAT INTEGRATIONS CAN DO
You might not need another platform. You might just need your current ones to talk to each other. Motii builds CRM integrations across your whole customer journey, linking sales with marketing, finance, operations and customer service.
Book a CallLorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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Capture leads automatically
Send new enquiries straight into your CRM, with the right details ready for your team to follow up.
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Sales data powering marketing activites
Connecting your CRM with Mailchimp for sharper segments and no more manual list exports.
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Keep work moving after the sale
Automatically pass won deals and details to the next team, so work can start without a manual handover.
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Give customers faster support
Connect customer data and support tools so your team has the context they need, when they need it.
PIPEDRIVE INTEGRATIONS
Pipedrive is powerful on its own. Connected to the rest of your stack, it does far more. As a Pipedrive Platinum Partner, Motii builds Pipedrive integrations that keep information moving between your pipeline and every tool your business runs on.
The result: less double handling, fewer gaps between teams and a CRM your people actually trust.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
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ZAPIER & MAKE INTEGRATIONS
Two tools don't need a built-in connector to work together. As a Zapier agency, Motii uses Zapier, Make and direct API connections to link platforms that don't connect out of the box.
So you keep the tools your team already knows, instead of replacing them.
popular integrations
Create sales and project management workflows for your teams.
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Use CRM data to answer questions, qualify enquiries and book appointments.
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Keep your CRM and job systems in sync, from first enquiry through to project delivery.
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Use customer data to personalise emails, build better audiences and improve ad targeting.
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Keep calls, texts and customer conversations connected to your CRM.
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Get documents signed faster and automatically keep them with the right CRM record.
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Find and enrich the right leads, then get them into your CRM faster.
Keep customer, sales and finance data flowing between your CRM and accounting tools.
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Use Zapier, Make and APIs to bring your systems together.
Track engagement and performance in one place, with clear visibility into what's working.
Use segmentation and behavioural data to personalise at scale, driven by your pipeline.
Motii implements [Partner] with the right structure, integrations, and automations, so you get long-term value, not just a tool.
THE MOTII PLAYBOOK
What do CRM integrations actually involve?
Hear what to expect and what to get right before you start on the Motii Playbook podcast.
Our Approach
An integration should solve a real business problem. Before anything gets built, Motii looks at how information currently moves through your business, where your team is losing time and where things are falling through the gaps.
01
Understand your Processes
We identify the manual work, disconnected systems and handovers slowing your team down.
02
Plan the right fix
We determine what information needs to move, where it needs to go and which system should own it.
03
Connect your systems
We build and test the integration using the right combination of native integrations, Zapier, Make and APIs.
04
Launch, train and refine
We test the process end-to-end so your team gets a reliable workflow, not another workaround.
Case Study
“Time savings? There’s a lot. We’ve sent 511 automated emails and set hundreds of automated activities for home loan reviews - no stone unturned ”
Dylan Bertovic, Stryve Finance
WHy Motii
Connecting systems is the easy part. The real value is knowing what should connect, how data should move and how it all fits your processes. Motii brings CRM, integration and automation expertise together to help you get more from the technology you already use.
Work with UsLorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
.png)
FAQ
CRM integration connects your CRM with other business tools so information can move between them automatically. This can reduce manual data entry, improve data accuracy and make important customer information available across your business.
Instead of your CRM operating as a standalone platform, it becomes connected to the other systems involved in your customer journey. This can include accounting, marketing, calling, forms, project management and other operational tools.
Lead capture and CRM integration automatically sends new enquiries from sources such as website forms and landing pages into your CRM. This can help your sales team receive new leads faster and reduce the risk of enquiries being missed.
A typical CRM integration involves identifying the problem, mapping your existing process, deciding what data needs to move, building and testing the integration, and then monitoring and improving the workflow.
The best CRM depends on your existing technology stack and business processes. Platforms such as Pipedrive can connect with a wide range of business tools through native integrations, Zapier, Make and APIs. Motii can help determine which approach best fits your systems.
If your team regularly enters the same information into multiple systems, manually hands information between teams or struggles to keep customer data consistent, CRM integration can save significant time and reduce unnecessary admin.
READY TO get Started?
Tell us what you’re looking to improve and we’ll help you work out the best way forward. Fill out the form and our team will get back to you to chat through what you need.
Prefer to chat? Pick a time that suits you from our calendar for a free 15-minute scoping call.
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