Tech
Inquiry Form to CRM: A Routing Process That Doesn't Drop Leads
A B2B inquiry form that emails a shared inbox is not a lead pipeline. It's a race condition.
Two people reply to the same inquiry, or nobody does. The CRM gets a contact with no owner. The form handler times out while the CRM API is restarting and the submission is gone β the customer sees a success message and never hears back.
This is a process writeup, not a plugin recommendation. It's the sequence I'd use to wire any WordPress form to any CRM: persist first, route deterministically, sy...
Read the full discussion on Dev.to
This article was aggregated from Dev.to. Click to join the conversation.
View on Dev.to