Forms to CRM
Capture enquiries, preserve source information, match existing contacts and notify the agreed owner.
CRM Integrations & Automation
Stop moving the same data twice.
Connect your forms, CRM, marketing tools and reporting. LOKAL builds the workflows that move information between systems and keep the next person informed.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
System connections
Build with n8n, Zapier, approved APIs and native integrations. Define which system owns a field and how changes flow.
Follow-up & exceptions
Create tasks, reminders and escalation rules. Handle missing information, duplicate events and failed syncs.
Custom tools
Build a scoped internal tool or CRM extension where a standard integration cannot meet the requirement. Document access and maintenance.
Example workflow
Before
A website enquiry is copied into the CRM, then into a reporting sheet and a team message.
After
One submission updates the agreed record, creates the next task and carries its source into reporting.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Workflow and system ownership map
- Working n8n, Zapier or custom integrations in the agreed environment
- Tests for normal cases, duplicates and failures
- Monitoring, documentation and handover
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Need AI inside the workflow? Explore custom marketing AI builds.
Before we start.
Can you connect our website forms to HubSpot or GoHighLevel?
Yes, subject to the form platform, CRM plan and available access. We map fields, check repeat submissions and test routing and notifications before launch.
Does every automation need AI?
No. Rules are often enough for moving data, assigning leads and creating reminders. We use AI where interpreting text or preparing a draft helps, with review steps agreed for the output.
What happens if an integration stops working?
We agree how failures are recorded, who receives alerts and how work can be retried or handled manually. Ongoing monitoring and maintenance can be included in a support agreement.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Ready when you are
Bring us the work you want to fix.
Tell us about your current setup and what you need from integrations & automation. We’ll help you define the next step.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464