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 was created to connect the website directly to the CRM API.
Core functionality
- Custom website forms
- Contact lookup
- Contact creation
- Structured CRM notes
- Page and form source tracking
- User-friendly errors
- Administrator error logging
- Preparation for future automation
Result
The business regained control of its lead workflow without depending on the discontinued native integration.