Case study index

CRM automation · WordPress

SuiteCRM + WordPress Automation

Automated lead capture and follow-up between WordPress, SuiteCRM, email, and sales operations.

Anonymized SuiteCRM and WordPress workflow map

Challenge

Leads arrived through several forms and needed consistent validation, ownership, follow-up, and client notification.

Approach

01
Mapped source fields into SuiteCRM with validation and duplicate handling.
02
Added assignment and follow-up rules that matched the sales team workflow.
03
Created a QA board and payload review process for safe production handoff.

Outcome

The workflow reduced manual copying and made lead status, ownership, and exceptions visible to the team.

Anonymized CRM automation QA board — Production handoff and exception checks

Anonymized CRM integration payload review — Payload validation and error-handling review