Head Office: Québec, Canada
Use Case: Migration from WordPress forms (Gravity Forms) to Zoho Forms with CRM synchronization for a multi-entity group
Industry: Industrial identification, industrial screen printing, and institutional signage
Website: groupecanva.com

Groupe Canva brings together multiple business units specializing in industrial identification, industrial printing, and institutional signage. Built through a series of acquisitions, the group operates five bilingual websites, each supporting distinct services and technical requirements.

Challenges

As Groupe Canva expanded, its systems did not keep pace. An earlier integration effort had been started but never completed, leaving the team with disconnected tools and manual processes.

  • Fragmented data: WordPress forms were not connected to the CRM, forcing teams to manage requests manually

  • Inactive system: Zoho Forms had been created but never deployed, leaving a partially built solution unused

  • Multi-entity complexity: Each business unit required detailed qualification data from the first interaction

  • Limited tracking: Multiple requests from the same contact could not be linked without overwriting data

  • No source visibility: Marketing efforts could not be measured due to missing lead source tracking

The result was limited visibility, slower response times, and missed opportunities across business units.

Solutions

BSP stepped in to complete and realign the system with a clear objective: unify lead capture and qualification across all business units while improving visibility and response times.

  • Multi-site deployment: Zoho Forms were embedded across all five websites, replacing third-party tools with a centralized, native solution

  • CRM integration: Each submission now creates a lead in Zoho CRM, capturing detailed project information and eliminating manual data entry

  • Source tracking: Lead origins are recorded automatically, giving teams clear insight into marketing performance

  • Targeted routing: Requests are directed to the right representative based on the business unit, reducing delays and improving follow-up

  • Cross-unit visibility: Data is structured to identify the originating unit, supporting collaboration and cross-selling opportunities

  • Branded experience: Forms were customized to match the company’s visual identity while keeping the user experience simple and consistent

Benefits

With a connected system in place, Groupe Canva now operates with greater clarity, consistency, and control across its business units.

  • Centralized lead management: All incoming requests are captured in Zoho CRM, giving teams a single, reliable source of truth

  • Consistent qualification: Each business unit collects the information it needs from the start, improving lead quality without adding friction

  • Improved visibility: Teams can clearly track performance and understand where leads are coming from

  • Faster response times: Requests are routed to the right expert immediately, increasing responsiveness and conversion potential

Logo Drakkar International

“Our goal is to standardize how we capture requirements while building the business intelligence needed to support cross-selling across our units. ”

Christian Gingras

Groupe Canva

Let’s make it happen!

Topics that might interest you