Website Form → CRM
Accepted enquiries create traceable CRM records with duplicate and failed-row review.
Across business typesScoped quote, Subscriptionproposed · scope and quote to confirm
View deliverables & requirements
For: Business owners and authorised teams
Business needs: Lead capture.
Proposed scope only. This listing is not an available app, download, connected integration or service booking. Deliverables, access, compatibility, price and acceptance checks must be agreed before delivery.
- Input
- Website enquiry fields and source identifiers
- Action
- Validate and import the permitted fields from form to CRM
- Outcome
- Accepted enquiries create traceable CRM records with duplicate and failed-row review.
Delivery format: API / hosted service, Delivered service
Pricing model: Scoped quote, Subscription. Proposed; availability, price and licence terms are agreed before delivery.
Approved data: Website enquiry fields and source identifiers. Only explicitly mapped fields and authorised records are in scope.
Read, draft & action scope: Validate and import the permitted fields from form to CRM. Reverse sync is excluded unless separately scoped.
Approval before action: Account owner must approve API permissions and mappings; state-changing imports/updates follow agreed authorisation and validation rules.
Usage charges: Provider subscriptions, API usage, hosting and ongoing monitoring are separate scoped costs; no provider partnership or live connection is claimed.
Required integrations: Website Form, CRM.
Target platforms: EasyManageX, Custom website. Support must be confirmed for the selected version and permissions.
- Provider identity, API permissions, supported API/software versions, webhooks, rate limits and plan access are unconfirmed until validation.
- Define idempotency keys, row/job error visibility, retry limits and reconciliation before calling the connection available.
- Enquiry and source fields
- Form → CRM direction
- Duplicate source IDs
- Failed-job and duplicate review
- Controlled retry policy; no blind replay
- Documentation, handover and any post-delivery support must be agreed in the quote.
This is a proposed integrations & connectors scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.
