Professional Services
WordPress + Workflow Automation
Connected WordPress forms directly into the CRM pipeline, so new leads reach the right person the moment they arrive.
Client overview
Industry
Professional Services
A professional services firm where every website enquiry was landing in an inbox, waiting to be forwarded to sales by hand.
WordPress
CRM Integration
Workflow Automation
Challenges
What the client was up against
01
Manual lead handoff
Every website enquiry landed in an inbox, waiting to be forwarded to sales by hand.
02
Delayed response
The gap between an enquiry arriving and reaching the right person meant leads went cold.
Approach
What we actually did
01
Direct CRM integration
Connected WordPress forms directly into the CRM pipeline.
02
Automated routing
New leads route to the right person automatically, no copy-paste.
More proof
Other case studies
Want results like these
Let's talk about what's not connected in your business
A short conversation is usually enough to work out where a connected setup would make the biggest difference for you.