Services
CRM integration for UK banks, fintechs and regulated firms
In short
CRM integration for HubSpot, Salesforce and Pipedrive against your real customer model. You need it when marketing, sales and ops all hold a different version of the customer. Bi-directional sync, conflict resolution and a working customer 360.
What crm integration actually is
CRM integration for HubSpot, Salesforce and Pipedrive against your real customer model.
When you need it
When marketing, sales and ops all hold a different version of the customer.
What Forth delivers
Bi-directional sync, conflict resolution and a working customer 360.
The pitfall we don't repeat
Treating the CRM as the source of truth when it's actually an opinion.
How we engage
Fixed-scope discovery, a 30-day pilot against a real workload, and a continuation engagement with named UK-based engineers. Every artefact is version-controlled and ready for second-line review.
Frequently asked questions
Do you deliver crm integration as a managed service?
Yes. We can run crm integration as a one-off engagement, as part of a programme, or as a continuous managed service with monthly reporting.
Can you work alongside our in-house team?
Yes — most engagements augment an existing team. We work to your tooling, your standards and your release process, not ours.
What evidence do you produce for our auditors?
Every engagement produces traceable evidence: scenarios mapped to requirements or controls, run logs, defect history and a sign-off pack your second line can use without rework.
How fast can you start?
Most crm integration engagements start within 2-4 weeks of a signed SoW, faster if there's an existing supplier framework in place.
Related
- UAT testing for UK banks, fintechs and regulated firms
- SIT testing for UK banks, fintechs and regulated firms
- Regression testing for UK banks, fintechs and regulated firms
- Performance testing for UK banks, fintechs and regulated firms
- Load testing for UK banks, fintechs and regulated firms
- Soak testing for UK banks, fintechs and regulated firms