CRM integrations and marketing automation
Keep customer information and follow-up moving between your CRM and marketing tools. Levered builds integrations, audience rules and automated workflows around your team’s process.
Clever’s email team depended on engineering exports
Teachers, administrators and district IT staff needed different communication. Fragmented data made that hard: the marketing team needed an engineering ticket to export a cohort.
Anthony led email-platform migration and customer-data implementation, then connected behavioral segmentation to lifecycle programs and an in-app messaging launch. His career account reports a 10% increase in messaging adoption and 40% week-over-week retention among engaged users.
Prior career work at Clever. The 40% figure describes the engaged group; it is not a causal retention lift.
Read the case study and measurement contextWhat the work involves
Scope of work
- 1.Map lifecycle stages and routing
- 2.Implement integrations and eligibility rules
- 3.Test handoffs, duplicates and failure recovery
What we need to begin
- 1.CRM access, lifecycle definitions and named operational owners
How we evaluate progress
- 1.Correct routing, usable records and response follow-through
What you get
- A lifecycle and routing map
- Implemented integration or automation rules
- A failure and duplicate-handling runbook
- A successful API request is not the same as a usable assigned record. Verify the destination and preserve access boundaries.
Where we might start
Follow one inquiry into the CRM, through assignment and the first follow-up. Repair the specific rule or integration that breaks that chain.
Common questions
Will connecting tools fix inconsistent reporting?+
Only if definitions and ownership are resolved too. A working integration can still move ambiguous or duplicate records; test the end-to-end behavior.
Can you fix lead routing without replacing the CRM?+
Often yes. Inspect the current objects, rules and integrations before choosing a migration; a targeted repair may resolve the actual operational constraint.
Related services and evidence
Systems & measurement
Connect your campaigns, CRM and reporting so you can see what happens after a click or inquiry. Levered builds tracking, integrations, data pipelines and dashboards.
Ad operations and campaign QA
Keep campaigns organized and checked before they run. Levered handles campaign setup, naming, tracking checks and launch QA, then monitors delivery for issues.
Marketing analytics, attribution and reporting
See which marketing activity leads to inquiries, customers and revenue. Levered connects your data and builds reporting around the decisions your team needs to make.
Conversion tracking and pixels
Track the actions that matter after someone visits your site. Levered configures events, pixels and conversion imports, then checks that the records reach the right systems.
Clever Marketing Automation: CDP, ESP and Lifecycle Programs
ESP migration, CDP implementation, and lifecycle automation so a five-person marketing team could segment, ship, and measure without waiting on engineering for every send.
Let’s talk about what you need
Tell us what you need to change. We’ll talk through the work and whether Levered is a fit.
Book a callRather talk? Call (310) 745-0014 anytime.