CRM to unify all website activities

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Your Automation Guy

TapeAppCal.comStripeWebhooks

The Problem: Fragmented customer touchpoints across the website

The client had multiple contact points such as newsletter signups, contact forms, bookings, and Stripe purchases all working independently. This led to data silos, manual tracking, and poor visibility into user engagement.

The Solution: Centralized CRM built on Tape App

I set up a unified CRM using Tape App and integrated all user interaction points into it using webhooks and automation. Here’s how it flows:

  1. Newsletter Signups: Form data is pushed to Tape App with tags and source tracking.
  2. Contact Forms: Inquiries are captured and assigned as leads with status tracking.
  3. Cal.com Integration: Calendar bookings trigger automated creation of appointments and customer records.
  4. Stripe Integration: Successful payments automatically generate customer profiles with transaction data.

All records are linked under unified customer profiles, enabling faster follow-ups and deeper insights with zero manual effort.

This integration eliminated manual logging, improved response times, and gave the team full visibility into every customer interaction across the website.

Want to automate your website (or your whole business)?

I’m working on real tips, examples, and no-BS guides. Drop your email if you want first dibs.

No more scattered tools. No tech skills required. Just results.