Connect Funnelion.ai with the tools you already use

Bring in CRM, call systems, web forms, email, Google Sheets, SharePoint and other data sources to get one view of contacts, agreements, sales and customer value.

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Secure data transferFlexible connectionsClear insights for teams

Your business already has valuable data in CRM, call systems, web forms, emails, Google Sheets and SharePoint - but it is scattered. Funnelion.ai connects the customer journey from first contact to revenue.

How it sits in your stack

Data from many sources. One revenue picture.

Funnelion.ai connects scattered customer data and shows how contacts move from first enquiry to sale, retention or expansion opportunity.

Data sources

  • CRM systems
  • Files & documents
  • Input channels
  • Other systems

Funnelion.ai layer

  • Data cleaning & unification
  • Calculations & metrics
  • Reports & analytics

Insights & reports

  • KPIs
  • Charts
  • Channel value
  • Revenue

Teams

  • Sales
  • Marketing
  • Customer success
  • Leadership

Integrate with your tools

A short tour of the systems Funnelion.ai can plug into

We position these as connection directions - not finished native integrations for every product. Specifics are confirmed during the demo.

CRM systems

PipedriveHubSpotZoho CRMSalesforce

Tie leads, contacts, deals, activities, statuses and revenue back to contact sources and conversation insights.

Files & data

Google SheetsSharePoint

Use your internal spreadsheets, reports and documents as extra context for customer value.

Input channels

Web formsEmailCall systems

Connect customer enquiries, conversations and agreements to actual sales outcomes.

Data we can work with

What lives behind each integration

Funnelion.ai can work with the data you already have - even if it is not all in one place.

Leads

New prospects and enquiries.

Used for

Acquisition channel, lead quality and real conversion analysis.

Contacts

Contact details, companies and segments.

Used for

Customer segmentation, history and identification across systems.

Deals

Sales opportunities and how they progress.

Used for

Sales outcome, stage and won / lost opportunity analysis.

Activities

Tasks, notes, calls, meetings and follow-ups.

Used for

Sales discipline, response time and next-action visibility.

Statuses

Stages, states and updates.

Used for

Tracking the lead path from contact to revenue.

Revenue

Closed deals, order value, recurring revenue.

Used for

Channel-to-revenue ROI, cost per won customer and customer value analysis.

Service history

Customer requests, complaints, resolutions and recurring issues.

Used for

Churn risk, customer health and expansion-opportunity detection.

How the data flow works

Four steps from source to action

  1. 01

    You connect

    Pick the system, data source or file and grant the required permissions, or provide an export.

  2. 02

    We sync

    Data is transferred and refreshed securely - in real time, on a schedule, or via file imports.

  3. 03

    We unify

    Funnelion.ai cleans, joins and maps data into a single model: contacts, sources, conversations, statuses and revenue.

  4. 04

    You use insights

    Teams see reliable KPIs, channel value, risk signals and recommended next steps.

Related pages

How Funnelion.ai worksCalculate the value of your contactsWhich channels bring in real buyers?

Unified data. Better decisions.

Integrate your systems and get a clear view of every contact

Connect Funnelion.ai to the systems you already use and see how contacts, conversations, agreements and channels actually turn into revenue.

Book a demoSee documentation