CRM Integration
Connect Salesforce lead capture with the systems around it, including support tools, email, Slack, Google Workspace, or other workflow platforms, so teams work from a shared customer record.
Capture, route, and manage new leads in Salesforce with an app built around how your team actually works. Ventus Optera connects lead capture to CRM records, reporting, and the tools around your sales process, reducing spreadsheet handoffs and disconnected systems. Whether you need a focused intake app or a broader workflow, you retain ownership of the software and data.
Build connected lead capture workflows that fit your process, CRM setup, reporting needs, and ownership preferences.
Connect Salesforce lead capture with the systems around it, including support tools, email, Slack, Google Workspace, or other workflow platforms, so teams work from a shared customer record.
Create focused intake apps and internal tools for lead collection when standard Salesforce workflows or off-the-shelf software do not adequately support how your business operates.
Centralize the reporting questions your team relies on and build dashboards that make lead activity easier to understand, review, and use for operational decisions.
A lead capture app should do more than collect contact details. It should fit the path from first inquiry to Salesforce record, connect with the tools your team already uses, and make the resulting information useful. Ventus Optera combines process improvement, CRM integration, and custom software development so you can replace disconnected spreadsheets with a focused system your business owns.
Get operational thinking and software development from one partner, without losing ownership of what gets built.
You retain ownership of the software and data built around your lead capture workflow.
Existing processes are assessed before software is selected, built, or connected to Salesforce.
Integrations reduce disconnected tools and help teams work from a shared customer record.
Small, targeted applications address the parts of your sales process generic tools cannot support.
Hands-on operations and product expertise for practical Salesforce solutions.
Founder, Operations and Product
Michael O'Brien is the founder of Ventus Optera, an operations and product firm based in Boston, Massachusetts. With a decade of hands-on operations experience at industry leaders including Uber, iAdvize, and Boston Dynamics, Michael brings a rare combination of operational insight and technical skill to every engagement. He personally writes the software he builds for clients, allowing him to translate real-world workflow challenges directly into practical, owned solutions. His expertise spans process improvement, custom software development, CRM integrations, and AI-enabled automation tailored to how each business actually operates. Michael is deeply committed to helping small and mid-size businesses move beyond spreadsheets and generic tools, ensuring clients retain full ownership of the systems and data built for them. His approach centers on practical assessment, clear prioritization, and targeted execution that drives lasting operational improvement.
A Salesforce lead capture app collects information from a chosen intake point and sends it into a Salesforce workflow or record structure. It can also support routing, notifications, connected tools, and reporting. The right design depends on how your team qualifies, assigns, follows up with, and reports on new leads. Ventus Optera focuses on fitting the app to those existing business processes.
Talk with Ventus Optera about your Salesforce workflow and next practical step.
Share how leads enter your business, where information gets lost, and what you want Salesforce to do. Ventus Optera will help clarify the practical next step.
You can also send us a quick email at michael.obrien@ventusoptera.com.
You can also send us a quick email at michael.obrien@ventusoptera.com.