Integrations & automation
Connect the tools behind your website so leads, data and routine tasks move reliably between systems.
Best for: Teams that need forms, CRM, email, APIs or operational tools to exchange data reliably
Connected website workflows with fewer repetitive steps.
Website integrations should support a real workflow, not add another disconnected tool. I map what information needs to move, where it should go, who uses it and what should happen when something fails.
The implementation may use a supported plugin, webhook, platform connector or custom API work. The approach is chosen around reliability, maintainability and the sensitivity of the data involved.
- Form-to-CRM workflows
- API and webhook connections
- Email and notification automation
- Analytics and event tracking
Practical deliverables.
Ready to use.
Every engagement is scoped around the project, with responsibilities and review points agreed before work begins.
Workflow mapping
A clear view of the trigger, data, destination, ownership and failure conditions.
Integration build
Configuration or custom development for the agreed forms, APIs and business tools.
Testing & documentation
Representative scenarios, error handling and notes for credentials, maintenance and future changes.
A clear path
from brief to launch.
Focused stages keep feedback useful and the project moving.
Start a conversation01Define the workflow
Identify systems, data fields, permissions, expected volume and the business outcome.
02Choose the approach
Compare native integrations, connectors and custom API work against reliability and maintenance needs.
03Build & test
Implement the connection and test normal, invalid and failure scenarios with representative data.
04Document ownership
Record credentials, dependencies, limits and the steps required when a connected service changes.
Can you connect my form to a CRM?
Often, yes. The available method depends on the form, CRM, API access and the fields or consent data that need to be transferred.
Do you store API credentials in the theme?
Sensitive credentials should be kept in server configuration or a secure platform setting rather than exposed in front-end code or a public repository.
What happens if an integration fails?
The delivery plan defines validation, useful error handling and any logging or notifications the workflow requires. Ongoing monitoring can be scoped separately.
Tell me about your
next launch.
Share the scope, preferred timeline and what success should look like.
I’ll reply with the most useful next step.