- Client:
- MerusAI Internal
- Industry:
- CRM & Sales Operations
- Services:
- CRM Integration, Backend Development, Automation
Problem
Service businesses lose speed when website enquiries need to be manually copied into a CRM, acknowledged by email, and tracked across different tools.
A good CRM integration also needs failure logging, validation, duplicate-safe handling, and local persistence so no request disappears if an external API is unavailable.
Solution
We created a backend service layer that validates submissions, stores them in SQLite, sends notifications, triggers confirmation email, and syncs contacts and context to HubSpot.
The workflow keeps integrations optional and observable, so CRM or email failures are logged without blocking the original request from being saved.
Results
The integration gives MerusAI a practical sales operations pattern for future client projects: fast acknowledgement, cleaner follow-up, safer storage, and better CRM hygiene.
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