Connect a WordPress site to turn successful form submissions and WooCommerce orders into structured Website Leads. Customer details, visit context, services, totals, and attribution arrive together while your team keeps control of the CRM status and next step.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
Paste one integration snippet into the WordPress site. Successful Contact Form 7 submissions create Website Leads without making the team monitor another inbox.
A website inquiry becomes a CRM record while the customer is still interested.
Send WooCommerce orders into Website Leads with customer details, visit information, line items, totals, payment context, and the source order reference.
The team sees what was purchased and what needs to happen next without rebuilding the checkout by hand.
Repeated WooCommerce webhook deliveries update the same Lead instead of creating duplicates. CRM Lead status stays separate from the store's order status.
Store retries and order changes do not turn one customer checkout into a messy pipeline.
Webhook updates refresh the imported store snapshot without overwriting the CRM status and follow-up decisions your team already made.
Automation keeps the source current without taking control away from the salesperson.
Keep available UTM, campaign, referrer, and click identifiers alongside the website or store source.
The sale and the marketing source stay connected when the Lead moves into a quote or order.
Each WooCommerce store uses its own connection and signed webhook credentials, separate from the browser-facing Contact Form 7 token.
A public form token cannot impersonate a trusted store order.
Imported orders enter as Leads rather than silently creating operational work orders. Staff reviews the request, then moves it into the normal quote and order workflow.
The website can sell without taking over the shop calendar or committing the team to unreviewed work.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
A public booking page + a lead pipeline that auto-matches customers and vehicles.
Tag every lead with the source that brought it. Track spend. See ROI per channel.
Pre-sale estimates that close — with deposits, e-signatures, and one-click conversion to an order.