Case study
Custom WordPress-to-CRM lead integration
A private WordPress plugin that restored a reliable path from website forms into a CRM after a third-party integration was no longer available.
The problem
A business relied on a third-party form integration that was no longer available. Lead information needed to continue reaching the CRM reliably.
The solution
A private WordPress plugin connected the website directly to the CRM API.
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Form capture
Custom website forms continued to collect enquiries without the discontinued third-party tool.
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Contact matching
Look up existing contacts and create new ones when needed, instead of dumping every submission as a duplicate.
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Structured CRM notes
Submitted details were stored in a clear format the team could follow up on.
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Source tracking
Page and form source travelled with the lead, so the team could see where enquiries came from.
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Clearer errors
User-friendly messages for visitors, plus administrator logging when something failed.
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Room to grow
The integration was structured so further automation could be added later if needed.
Result
The business regained control of its lead workflow without depending on the discontinued native integration.
Need a similar setup?
If website enquiries should land in your CRM with a clear handover, we can scope a practical Enquiry-to-CRM project.