Services

HubSpot & CRM setup

HubSpot & CRM setup your team will use.

HubSpot and Salesforce setup, cleanup, migration and automation for Atlanta businesses, so every lead is tracked and followed up.

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How we work

What we set up in your CRM.

CRM setup

Pipelines built around how you sell.

Migration & cleanup

From spreadsheets or another CRM.

Lead routing

The right rep, in minutes.

Follow-up automation

Emails and tasks that send themselves.

Integrations

Website, forms, phone and billing, connected.

Reporting

Pipeline numbers you can trust.

A woman talks on the phone at a wooden desk with her laptop open beside her

Every call logged.Every follow-up on time.

Calls, emails and quotes land on the right contact automatically, and the next task is set before you hang up.

Stop losing leads in the inbox.

From scattered contacts to one pipeline.

orders_v7_FINAL_final(2).xlsx
Order
Customer
Status
Invoiced
4182
Harbor & Pine
??
no
4183
J. Alvarez
shipped?
#REF!
4184
Ledger Co.
 
yes
4185
M. Chen
check w/ Sam
no
4186
Northside
dup?
#N/A
Before · copied by hand

OperationsLive

Open orders

Shipped today

112

Invoiced

100%

#4182 · Harbor & PineSynced

#4183 · J. AlvarezSynced

#4184 · Ledger Co.Synced

#4185 · M. ChenSynced

#4186 · NorthsideSynced

After · one system

Every lead followed upClean, de-duplicated dataYour team trained before launch

Fluent in the platforms you already run

Salesforce

HubSpot

Shopify

Klaviyo

Mailchimp

QuickBooks

Stripe

Slack

Dropbox

Google

Microsoft

Amazon

Claude

ChatGPT

Gemini

BigCommerce

Constant Contact

Zapier

n8n

Notion

Google Drive

Gmail

Google Sheets

Asana

Trello

Calendly

Xero

Airtable

Zoom

Gusto

WooCommerce

WordPress

PayPal

ClickUp

Make

Twilio

Questions, answered.

Yes. We set up, clean up and automate HubSpot and Salesforce, and also work with Pipedrive, Zoho and GoHighLevel.

Yes. We map your fields, clean and de-duplicate the data, and migrate contacts, companies, deals and history so nothing is lost.

That's the point of the setup. We build pipelines and views around how your team already sells, automate the busywork and train everyone before launch.

Yes. Forward Integrations is based in Atlanta, Georgia. We work with businesses across metro Atlanta and the US, mostly remotely, and meet in person when a project calls for it.

Ready to fix your CRM?

A clear plan and a fixed price. Reply within one business day.