CRM and Website Lead Integration

About Role

Connect our website lead forms with a CRM so new inquiries are created, assigned, tagged, and tracked automatically. The integration should be reliable, avoid duplicate leads, and give the sales team enough information to follow up quickly. We also need a clear way to identify failed submissions. The successful freelancer will be expected to work independently, share progress at agreed checkpoints, and raise questions early when a requirement needs clarification. All submitted work should be original, well organized, and ready for practical use after reasonable review.

Requirements

• Map existing form fields to CRM fields.
• Implement secure API or webhook-based lead creation.
• Add source, campaign, and consent information where available.
• Prevent duplicates using suitable identifiers and validation.
• Log failed requests and provide a retry or alert process.
• Test multiple form types and document the final configuration.