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Removing time-consuming tasks with CRM integration

Do you need to improve the management of customer information and sales opportunities by reducing manual administration tasks with a market proven CRM integration solution? Or are you still using spreadsheets as a customer database or paying over-the-odds for CRM modules that you are not using?

Codeless Platforms’ CRM integration connectors and mobile-ready CRM software can make sure that all relevant data is automatically pushed into your CRM platform and automate numerous processes to help you manage customer and prospect relationships, interactions and communications, which will improve customer retention and increase sales opportunities.

Common CRM integration scenarios and solutions that we have helped businesses with:
  • CRM integration connectors for Salesforce, Microsoft Dynamics CRM, SugarCRM, Agile CRM, Sage CRM, Brightstar CRM etc.
  • Pushing customer data from other systems and data bases into CRM systems e.g. websites, portals, flat file imports etc.
  • Monitoring CRM software for anomalies, duplicate information etc.
  • Email marketing integration with CRM software e.g. dotmailer, MailChimp, CommuniGator, ExpertSender, Communicator, Elastic Email, HubSpot, Marketo etc.
  • Automatically scheduling follow up activity, including cross-sell and upsell opportunities
  • Notifying account managers of changes to customer or partner information
  • Automating targeted marketing campaigns and profiling
  • Querying CRM systems, retrieving information, formatting and distributing
  • Automating communication with customers, partners and suppliers
  • Responding to customer enquiries and requests for information
  • Building bespoke CRM systems, applications and developing add-ons including quotes and pricing, campaigns, job management and sales orders
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Some of our recent customer successes...


Numed Healthcare

Supplier of medical devices reduces manual tasks, streamlines customer service, and increases revenues via ERP and CRM integration Numed Healthcare relies on a variety of different software systems and databases…



Optimising sales performance by automating data from Sellify, Pegasus ERP and FEPA ERP. With solutions for flexible and high flexing cables, cable assemblies, interfaces, current control and cabinet wiring, as…

CRM - Connectors

CRM - Blog Articles

Integration and Automation Benefits


BPA Platform offers a powerful, scalable and cost-effective integration and automation solution for organisations, ranging from the small-to-medium business to the large enterprise.

Unrivalled functionality

By leveraging extensive process modeling capabilities, complex tasks can be automated to drive operational efficiency and establish a consistent automation framework throughout the entire information chain.


BPA Platform incorporates workflow technology to enable interaction at critical stages of a business process. Create simple authorisations, or complex multi-level escalations, with drag and drop tools.

Contact our sales team

We're happy to answer questions and introduce you to BPA Platform.

  • Discover how we automate processes and integrate systems quickly and easily.
  • Learn how to transform your business with Cloud, Hybrid or On-Premises environments.
  • Ask us about the wide variety of connectors we have ready to go.
Contact Sales