Vantage does not replace your CRM; it sits alongside it. Your CRM handles lead tracking, pipeline management, and customer relationships. Vantage takes over when a deal is won and a job needs to be executed.
How Vantage and your CRM work together
The typical handoff looks like this:
A deal is won in your CRM.
A project or event is created in Vantage, either manually or automatically via Zapier.
Your team schedules and completes the work in Vantage.
Completion data can be pushed back to your CRM to update the deal or trigger next steps.
Connecting your CRM
Vantage connects with CRM tools via Zapier. Zapier lets you build automated workflows between the two systems so data moves when and where it needs to.
Vantage has ready-made connectors for HubSpot and Salesforce.
Example workflows:
When a deal moves to Closed Won in HubSpot → create a project in Vantage
When an event is completed in Vantage → update the deal stage in Salesforce
When a new client is added in Vantage → create a contact in your CRM
If your CRM is available on Zapier, it can connect to Vantage the same way.
To get started, you need a Zapier account and the Vantage connector enabled. Get in touch, and we can help you set it up.
FAQ
Do I need technical knowledge to connect my CRM?
Do I need technical knowledge to connect my CRM?
Basic Zapier setup does not require coding. More complex workflows may benefit from someone with experience using Zapier. The Vantage team can advise on the best approach for your setup.
My CRM is not HubSpot or Salesforce, can I still connect it?
My CRM is not HubSpot or Salesforce, can I still connect it?
If your CRM is available on Zapier, yes. Get in touch, and we can help you work out what is possible.