5.0 on Google, 66 reviews

CRM Integration & Setup for New Zealand Businesses

CRM integration is built into every campaign we run. Each lead your paid ads generate flows straight into your CRM, whether that is HubSpot, Pipedrive, Zoho or GoHighLevel, complete with the qualification notes from our 10-minute follow-up. No spreadsheets, no copy-paste, no leads slipping through the cracks for your New Zealand business.

Connect Your CRM

New lead synced

Live
SM

Sarah Mitchell

Source: Facebook Ads, Auckland

Hot

Qualification note

Called in 8 min. Budget confirmed, ready to book this week.

Pushed to your CRM

Your team picks up where our follow-up left off

Illustrative CRM sync

Disconnected Tools Are Where Leads Go to Die

You can run the best campaigns in New Zealand, but if leads land in an inbox or a spreadsheet, follow-up is slow and inconsistent. A connected CRM means every lead is tracked, actioned, and accounted for from the very first click.

Leads Lost in Inboxes

Form notifications get buried, and the ones you miss never get a follow-up.

Manual Data Entry

Copying leads into a CRM by hand wastes time and introduces errors and delays.

No Clear Picture

Without one source of truth, you cannot tell which campaigns turn into real revenue.

How We Connect Your Leads to Your CRM

1

Capture

A lead submits a form on your funnel or landing page and is captured instantly.

2

Sync

The lead flows straight into your CRM in real time, tagged with the campaign and source.

3

Qualify

We follow up within 10 minutes and log the qualification notes against the same record.

4

Route

Hot leads are routed to the right rep with an instant notification so nothing waits.

One Connected System, Built Around Your Leads

We set up the plumbing so the leads we generate move automatically to where your team works. Here is what that looks like in practice:

Real-Time Sync

Leads appear in your CRM the moment they submit, not hours later.

Full Source Tracking

Every lead carries the campaign, ad, and channel it came from, so you can track what works.

Qualification Notes Logged

Our 10-minute follow-up outcomes are written straight onto the lead record.

Smart Routing

Leads go to the right person, and hot ones trigger instant alerts.

Nurture For Warm Leads

Not-yet-ready leads drop into automated nurture sequences until they are.

What's Included

  • CRM connection & mapping setup
  • Real-time lead sync from every campaign
  • Campaign & source tracking on every lead
  • Qualification notes synced from follow-up
  • Lead routing & instant notifications
  • Nurture sequences for warm leads
  • Lucid Leads software with built-in CRM (worth $297/mo, free)

CRMs We Integrate With

Already using a CRM? We connect to the platforms New Zealand businesses rely on. Prefer to start fresh? The Lucid Leads software comes with its own CRM built in.

HubSpot

Leads land as contacts with lifecycle stage, source, and qualification notes attached.

Salesforce

New leads flow into your pipeline in real time, ready for your reps to action.

Pipedrive

Each enquiry creates a deal in the right stage so nothing slips through the cracks.

Zoho CRM

Every lead is logged with full campaign detail and follow-up history.

GoHighLevel

The engine behind the Lucid Leads software, with a built-in CRM and pipeline included free.

Plus more

Most other major CRMs connect via Zapier and webhooks. If you use it, we can usually wire it up.

What Our Clients Say

Don't just take our word for it. Hear from businesses we've helped grow.

"I have been working with Jason from Lucid Media recently on some projects and his knowledge and work ethic is always top notch. I have every confidence that Jason will always deliver. He goes above and beyond to make sure that all aspects are taken care of in a professional and timely manner. It is a pleasure to work with him and his team and I look forward to future ongoing partnership with Lucid. A big thank you for your outstanding work Jason!"

Sarah Sinclair
Sarah Sinclair
Marketing Consultant

"I had a call with Jason and was so impressed by how in-depth it was. He really listened, understood where I'm at, and gave me a clear action plan that I can actually use. It was practical, straightforward, and made me feel confident moving forward with my ads. I couldn't recommend working with him enough."

Melitta Adam
Melitta Adam
Melitta Skin

"Jason gets the results he says he will. His approach to paid ads is methodical and data-driven. He doesn't just run campaigns and hope for the best. He analyses everything, optimises constantly, and delivers real leads that convert into paying customers."

Mitch Taylor
Mitch Taylor
Horton Taylor

"The team at Lucid has transformed how we generate leads online. Our social media engagement has skyrocketed and more importantly, we're getting consistent enquiries from people who are actually ready to buy. The ROI speaks for itself."

Nelson Takle
Nelson Takle
Nelson & Co

"We hired Jason after a bad experience with minimum effort and minimum results from another agency. Since moving to Lucid and tidying up our landing pages and Google Ads, our cost per acquisition dropped by 66% and lead quality increased 200-300%. The change was almost immediate and has stayed consistent for months. He has total depth of knowledge and a genuine desire to get the absolute best outcomes."

Paul Zellman
Paul Zellman
Paid Ads & Lead Gen Client

"The team at Lucid came in to help position our business exactly where we needed to be. We're absolutely blown away by their quick responses, smooth service and their initiative to stay 10 steps ahead at all times. Results are immediate and the cost is undeniably justified. If you want to be in safe hands, choose Lucid!"

J-Tip It
J-Tip It
Wash & Restoration

Frequently Asked Questions About CRM Integration

Which CRMs do you integrate with?

We integrate with all the major CRMs, including HubSpot, Salesforce, Pipedrive, Zoho, and GoHighLevel. Most other systems connect through Zapier or webhooks, so if you already have a CRM you want to keep, we can almost always wire your leads into it.

How do leads actually get into my CRM?

Every lead from your Facebook, Instagram, and Google Ads campaigns flows straight into your CRM the moment they submit a form, complete with the campaign and source they came from. After our team follows up within 10 minutes to qualify them, the notes and outcome are logged against that same record so your team is fully briefed.

Do I need my own CRM, or can you provide one?

Either works. You can keep using your existing CRM, or use the Lucid Leads software (valued at $297 per month, included free with our service) which has a built-in CRM and pipeline ready to go. We will recommend the simplest setup for your business.

Is the 10-minute qualification follow-up logged in the CRM?

Yes. Every qualification call, SMS, and email from our follow-up is recorded against the lead so you can see exactly what was said and whether the lead is ready to buy. Your sales team walks into each conversation already knowing the context.

Can you set up automated routing and notifications?

Yes. We can route hot leads to the right person and trigger instant notifications by email, SMS, or Slack so your team responds while the lead is still engaged. Warm leads can drop into nurture sequences automatically.

Is CRM integration only for the leads you generate?

Our CRM integration is built around the leads we generate for you through paid ads, funnels, and landing pages. We connect those leads, with their qualification data, straight into your CRM. We do not run cold outreach or scrape contact lists: our focus is the inbound leads your campaigns produce.

Do you set up GoHighLevel for New Zealand businesses?

Yes. GoHighLevel is the platform behind the Lucid Leads software, so we set it up for NZ clients as standard: pipelines, lead forms, automated follow-up, and reporting configured before your campaigns go live. If you already have a CRM you prefer, we can connect GoHighLevel to it or push leads directly into your existing system instead. Either way, the setup is included with our lead generation service rather than billed as a separate project.

Do you offer standalone CRM setup in New Zealand?

No, and that is deliberate. A CRM only pays off once there are leads flowing through it, so we bundle the setup work with the campaigns that generate those leads instead of selling it as a one-off project. Every engagement includes the full CRM build: connection, field mapping, lead routing, and the automations around our 10-minute qualification follow-up. If you just need a technician to configure software, a freelancer will be cheaper. If you need a working lead management system with actual leads in it, that is what we build. The campaigns it comes bundled with carry our guarantee: 30 qualified leads in your first 30 days.

What is a lead management system, and do I need one?

A lead management system is the combination of a CRM, automated follow-up, and routing rules that carries an enquiry from first click through to a booked job. If your business gets more than a handful of enquiries a week, you need one: without it, leads sit unanswered in inboxes while faster competitors win the work. Ours is built on GoHighLevel and included with every campaign we run, or we can build the same structure inside HubSpot, Salesforce, Pipedrive or Zoho if you already use them.

Results in 30 days

Ready to transform your business?

Schedule your free digital strategy call and take the first step towards a future where your marketing efforts finally pay off.

30 leads guaranteed
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