Website to CRM
Send a form submission to the right enquiry list, including contact details, source page and the message.
AI and business tools
Help your existing tools work together.
Connect your website, CRM and other supported systems so information has a clearer route between them.
Website → CRM
The same details, carried through.
Choose a stage to explore the example.
Source fields
Begin with the input.
Your form supplies a name, contact details and the original message.
What it is
When a form collects information that somebody then copies into a CRM, a small integration can remove a manual step. We assess the systems, their available APIs and the information that needs to move.
A connection needs more than a successful demonstration. We agree field mapping, access, duplicate behaviour, error reporting and what happens if a provider is unavailable.
Who it is for
- Businesses connecting a website to a CRM
- Small teams working across separate business applications
What is included
- Review of the supported API or connection method
- Agreed field mapping and access permissions
- Testing for duplicates, missing fields and failed requests
What is not
- Changes to third-party systems we cannot control
- An assumption that every platform provides a suitable API
Possible starting points.
A visible handover
Record whether information reached the destination and flag a failed transfer for review.
How it runs
3 steps, in this order.
1
Check the connection
Review API availability, access requirements, limits and existing data fields.
2
Map and test
Connect the agreed fields and test normal and failed requests.
3
Handover
Document access, error handling and how the connection will be maintained.
Price
Quoted
Quoted for the systems and connection required. Third-party access, subscriptions and maintenance are agreed separately.
Questions people actually ask
Can you connect an existing website?
Often, yes. We review its form setup and the destination system before confirming the approach.
Do we have to replace our CRM?
No. We first look at what your existing tools can support.
Related
- AI and workflow automationMove enquiries between tools, prepare information and organise follow-up with a small, clearly defined workflow.
- Small CRMs, portals and business toolsFocused web applications for enquiries, customer updates and everyday tasks, built around what a small team actually needs.
- WordPress developmentWordPress work that needs code rather than design. Custom features, plugin problems, things nothing off the shelf does properly.