Services
Merlin CRM Integration Services
At Smart Web Agency, we specialise in Merlin CRM integrations that connect seamlessly with your business systems. Whether you’re running OpenCart, WordPress, Webflow, Shopify, or another CMS, we make sure Merlin CRM works as the central hub for your sales, customer data, and reporting. Our goal is simple – create reliable, automated workflows so your business can scale without friction.
Our Merlin CRM Integration Services
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Custom Merlin CRM Integration
We build custom integrations to align Merlin with your existing business processes. From customer data sync to automated workflows, everything is set up to match the way your teams work.
CMS and eCommerce Platform Integration
Our team has successfully integrated Merlin CRM with OpenCart, WordPress, Webflow, and Shopify. Whether you run an online store or a membership portal, we ensure data flows smoothly between your website and Merlin.
Sales Pipeline & Data Sync
Keep your sales pipeline in sync across platforms. We automate the flow of leads, enquiries, and orders between your site and Merlin so there are no missed updates or manual errors.
Marketing Automation Setup
Connect Merlin with your email campaigns and lead nurturing workflows. We help you automate follow-ups, reminders, and customer journeys, giving you more time to focus on growth.
Website Form & Lead Capture Integration
All enquiries from your website forms can be logged directly into Merlin. Every lead is recorded, tracked, and followed up without you having to manually export or re-enter data.
Reporting & Analytics Dashboards
Using Merlin’s data, we create dashboards that give you clear insights into performance, conversions, and sales activity. Better reporting means better business decisions.
Third-Party App Integration
We connect Merlin with the apps you already use – from accounting systems to calendars and communication tools – creating a centralised workflow without switching between platforms.
Lead Scoring & Segmentation
Get more value from your data with automated lead scoring and segmentation. Merlin can rank prospects based on behaviour, helping your team focus on the right opportunities.
Workflow Automation
We set up workflows inside Merlin that reduce repetitive admin tasks. Automate notifications, tasks, and approvals to improve efficiency across sales and marketing.
Data Migration & Cleanup
If you’re moving to Merlin from another CRM, we handle the migration process. We clean and structure your data so you start with an organised system and avoid issues with duplicates or outdated information.
Ongoing Support & Optimisation
Our support doesn’t stop at integration. We provide continuous monitoring, updates, and optimisation to ensure Merlin evolves as your business grows.
Merlin CRM Case Studies
OpenCart and Merlin Integration
A retail client came to us with an OpenCart eCommerce system that needed to connect with Merlin CRM. We built a custom integration that synced customer orders, inventory updates, and customer details in real time. This meant the client had one central platform to manage sales and customer relationships, saving hours of manual admin every week.
We can deliver the same level of tailored integration for other platforms such as WordPress, Webflow, Shopify, or bespoke CMS systems.
WordPress and Merlin Integration
We have created a lead generation connection between WordPress and Merlin in the recent past. The client is getting forms submission directly into the merlin through the API.
About us
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Frequently Asked Questions (FAQs)
Merlin CRM is designed to help businesses manage customer relationships, track sales, and automate workflows. It centralises data and improves efficiency across teams.
Yes, Merlin is a recognised CRM platform that provides tools for sales, customer data management, and reporting.
Absolutely. We specialise in connecting Merlin with popular CMS and eCommerce platforms, including WordPress, Webflow, Shopify, and OpenCart.
Yes. We safely migrate customer data, sales history, and records from your existing CRM into Merlin. We also clean and structure your data to ensure a smooth transition.
CRM integration connects your website, apps, or third-party systems directly with your CRM. This ensures data flows automatically, so you avoid duplication and manual updates.
Yes, we provide long-term support, updates, and performance optimisation so your Merlin system grows with your business.
We help our clients succeed by creating brand identities, digital experiences, and print materials that communicate clearly, achieve marketing goals, and look fantastic.
Whether you're just getting started or migrating from another CRM, we provide complete HubSpot CRM setup in Maidstone and beyond. We handle:
- User and team setup
- Sales pipeline configuration
- Contact property customisation
- Data import and cleansing
Our HubSpot onboarding in Canterbury includes technical setup, team training, and documentation — everything you need for long-term success.
Looking for HubSpot API integration in Tunbridge Wells or Kent? We offer custom backend development to connect HubSpot to third-party platforms or in-house systems. This includes:
- Webhooks and automation triggers
- Syncing data across platforms
- Building custom apps or dashboards
Drive conversions with smart workflows, behavioural triggers, and email automation — all tailored to your local audience in London and Kent.
As a trusted HubSpot partner agency in Kent, we also provide white-label services and partner collaboration for marketing firms and software developers seeking expert HubSpot solutions.
Looking for Quote?
Smart Web Agency
Kent Office: The Panorama, Park St,
Ashford TN24 8DF
(+44) 1233 2399 09
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