Integrate Your Systems. Automate Your Growth.
Stop wasting hours copying lead details, sending manual invoices, or tracking sales calls. We connect Salesforce, HubSpot, ActiveCampaign, QuickBooks, and custom database APIs to form a unified, autonomous growth engine.
Automated Workflows We Build
We eliminate friction between your sales, operations, and finance teams. Explore our three primary automation setups.
Speed-to-Lead Automation
Connect your landing pages directly to automated call and SMS trees. Contact leads inside 60 seconds.
User submits contact/quote request on your website
CRM immediately triggers an automated, personalized SMS follow-up
If no response within 10 mins, a custom reminder is sent to your sales representative
Lead status automatically advances to 'Contact Attempted'
POST /hooks/crm-speed-lead
{
"trigger": "new_form_lead",
"lead": {
"name": "Jane Miller",
"phone": "+19045550184",
"source": "Google PPC Ads"
},
"actions": [
{ "type": "send_sms", "template_id": "welcome_drip_1" },
{ "type": "create_hubspot_deal", "stage": "Qualified Lead" }
]
}Frequently Asked Questions — CRM & Integrations
Which CRM platforms do you support?
We support all major CRM platforms including HubSpot, Salesforce, ActiveCampaign, Zoho, and Pipedrive. If you use a custom proprietary database, we can build a dedicated API integration layer to sync your data.
What is "Speed-to-Lead" and why is it important?
Speed-to-Lead refers to the time it takes to respond to a customer inquiry. Research shows that calling or texting a lead within 60 seconds increases conversion rates by up to 391%. Our automation triggers custom auto-SMS replies immediately upon form submission.
Are our customer data and transaction logs secure?
Absolutely. We deploy industry-standard OAuth 2.0 authentication, SSL encryption protocols, and tokenized APIs. Your customer data is never cached or stored on middle-man servers; it transits securely directly between your platforms.
"We used to lose 15-20% of our leads because of slow response times. Summit set up an automated SMS follow-up that instantly replies to leads. Our booking rate jumped 25% overnight."
Stop Letting Leads Slip Through the Cracks
Let our integration engineers review your current tech stack. We'll identify bottlenecks, map APIs, and build a customized automation proposal for your business.