Services
Capture form submissions, send a confirmation when it helps, and route each enquiry into your CRM so someone can follow up without digging through the inbox.
Many businesses collect leads online, then lose time chasing them in email or retyping details into a CRM. This setup is for teams that already have a form (or a few) and want those enquiries to land where follow-up actually happens.
A practical connection from your website forms into one CRM, with enough visibility to spot problems.
Submissions from the agreed website form or forms are collected reliably for routing.
An acknowledgement to the person who enquired, when that is part of the agreed setup.
Create or update the relevant lead or contact in one CRM or business system.
Submitted information is routed so your team can reply without hunting through the inbox.
Logs or alerts to help spot failed submissions when a message does not reach the CRM.
Short notes explaining how the setup works and what to check if something looks wrong.
A clear path from your current forms to a tested handover.
We review your forms, where enquiries go today, and which CRM or system should receive them.
We build the agreed connection, test normal submissions and failure cases, and check confirmation behaviour.
You get working routing plus short notes so your team knows what was set up and how to spot problems.
Each project is quoted around a clear scope so there are no surprises mid-build.
A confirmation email shows that an enquiry was received. It is not the same as adding someone to a marketing list. Enquiry submissions are not treated as marketing subscriptions unless you have a separate, explicit process for that.
Case study
A private WordPress plugin restored a reliable path from website forms into a CRM after a third-party integration was no longer available. It connected forms to a CRM API with contact matching, structured lead records and administrator error logging.
Read the case studyNo. WordPress is common, and other website setups can be assessed. The right approach depends on your forms and CRM.
Projects often involve Highrise, HubSpot or Dynamics 365. Other CRMs are welcome too. We will check compatibility with your CRM before quoting.
No. Acknowledgement of an enquiry is not a marketing subscription. Marketing consent needs its own clear process if you require it.
Related, but narrower. This offer is specifically about enquiry capture, confirmation and CRM routing. Broader multi-step automation is covered on Workflow Automation.
Tell us about your forms and CRM. We will confirm fit and quote a clear scope.
