Project description
We collect leads through several forms on our website — a callback request, a quote form and a newsletter sign-up — and right now every submission lands in email and is copied into our CRM by hand. We need a reliable integration that automatically sends each form submission into the correct sales pipeline as a new deal or contact, with the source and the campaign attached, so we can see where a lead came from.
Duplicate handling is a key requirement. If the same person submits twice, or a returning client fills a form again, the integration must find the existing contact by phone or email and update it or attach a note instead of creating a second card. We want clear rules for what counts as a duplicate and a safe fallback when the data is incomplete, so that nothing is silently lost.
Finally, we need notifications: the responsible manager should receive an instant message when a new qualified lead arrives, and failed submissions must be logged and retried rather than dropped. Please build the connector, map our form fields to the CRM fields, and set up a small log so we can audit what was sent. The solution should be easy to extend when we add new forms later.
Duplicate handling is a key requirement. If the same person submits twice, or a returning client fills a form again, the integration must find the existing contact by phone or email and update it or attach a note instead of creating a second card. We want clear rules for what counts as a duplicate and a safe fallback when the data is incomplete, so that nothing is silently lost.
Finally, we need notifications: the responsible manager should receive an instant message when a new qualified lead arrives, and failed submissions must be logged and retried rather than dropped. Please build the connector, map our form fields to the CRM fields, and set up a small log so we can audit what was sent. The solution should be easy to extend when we add new forms later.
Web programming Cash, Bank transfer
