Website to CRM
Every form, chat, and call becomes a CRM record with the fields already filled in, tagged by source, and assigned to the right person.
Integration Services
We are integration specialists.
Fortune Five Marketing wires the systems a business already runs on into one connected flow — website, CRM, inbox, calendar, payments, and data — so a form fill becomes a CRM record, a calendar hold, a paid invoice, and a follow-up without anyone retyping a thing.
What we connect
Inbox and calendar
Email routed, labelled, and drafted before you open it. Bookings land on the right calendar with the right buffer and the right reminders.
Payments and invoicing
Stripe, QuickBooks, or your job-costing tool: quotes become invoices, invoices become records, and nobody re-keys a total.
Data in one place
A single source of truth — Supabase, Sheets, or your existing database — that every tool reads from and writes to, so the numbers agree.
How it works
We map the handoffs.
Where does a job move between people or tools today, and where does it get retyped, lost, or delayed. Those handoffs are the work.
We connect what you have.
APIs where they exist, secure automations where they do not. You keep your tools; we make them talk.
We test it against real jobs.
Live with your real records, with a rollback ready. You stop retyping once the flow has proven itself, not before.
Systems we work with
If it has an API or an inbox, we can usually wire it in.
- HubSpot
- Salesforce
- Gmail
- Outlook
- Google Calendar
- Stripe
- QuickBooks
- Knowify
- Supabase
- Twilio
- Slack
- Google Sheets
- Zapier
- Make
- Canvas LMS
- Airtable
Who this is for
Businesses running on five to fifteen tools that were never introduced to each other: contractors and trades, professional services, local agencies, schools and training programs. If your team's real job description includes 'copy it from the other system,' that is what we fix.
Fortune Five Marketing is based in California's Central Valley and works with businesses nationwide.
Questions we get
- Do we have to switch CRMs?
- No. We integrate the one you have. If it genuinely cannot do the job, we will say so and show you the tradeoff before anything moves.
- Is this just Zapier?
- Sometimes Zapier or Make is the right tool and we will use it. Often the reliable version needs a small custom service with logging and retries. We pick per handoff, not by habit.
- What happens when something breaks?
- Every integration ships with logging, alerts, and a documented owner. You will know before a customer does.
- Where does our data live?
- In your accounts. We connect to your systems; we do not copy your business into ours.
- What does it cost?
- It depends on how many handoffs and which systems. Text us your tool list and what is being retyped and we will tell you straight.
Tell us what is being retyped.
Text or call. No forms that go nowhere.