Leads & inquiries
Pipe web form submissions, landing page leads, and chat conversations directly into CrossMerg so nothing gets lost in your inbox.
Integration tools
We connect the tools you already use so your team isn’t copy-pasting the same data between five different tabs.
Keep your systems talking — automatically.
From lead capture to invoicing, CrossMerg can sit at the center of your stack and push the right data to the right place at the right time.
Who integration tools are for
You’re already using good tools — email, accounting, maybe a project board — but you’re tired of copy-pasting the same information everywhere. CrossMerg integrations are for teams that want a single source of truth.
- ✔Owners who still jump between email, spreadsheets, and accounting just to answer “what’s going on?”
- ✔Teams that want new web leads to land in the same list as phone inquiries.
- ✔Businesses that can’t afford a full-time “systems person” but still want things wired up properly.
Common data we sync
Every implementation is different, but most projects focus on keeping these pieces of data aligned:
- • Email & calendars
- • Accounting & invoicing tools
- • Phone systems & call tracking
- • Marketing automation & newsletters
- • Project boards and task tools
We’ll map the exact fields you care about, set the direction of sync (one-way or two-way), and document it so you’re not guessing later.
What we typically build
Most integration projects are 1–3 focused connections that remove the ugliest manual workflows from your week.
Quotes & jobs
Trigger workflows in your other tools when a quote is approved or a job is scheduled — no manual status updates.
Billing & payments
Sync invoices and payment status with your accounting platform, so your books stay clean and your team stays informed.