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Integration Setup

Connect WordPress to 365 RND CRM

Connect any WordPress contact or enquiry form to your CRM.

Source Key: wordpressWebhook Ready

How To Connect

1

Use your form plugin webhook action or a small custom POST request from WordPress.

2

Send submissions to the CRM webhook URL for the `wordpress` source.

3

Map `name` and `phone` first, then pass email, company, and message fields.

4

Store the shared secret in WordPress config so only trusted submissions reach the CRM.

What CRM Does After Capture

Website and landing-page forms go directly into your sales workflow.
Lead owners can be assigned per form, campaign, or page when needed.
The CRM keeps a clear distinction between WordPress and other lead sources.

Supported Fields

namephoneemailcompany_namemessageassigned_tofollow_up_date

The backend also normalizes common aliases like `full_name`, `mobile`, `company`, `notes`, and nested `data.*` webhook fields.

Example Payload

{
  "name": "Aman Sharma",
  "phone": "+91 98765 43210",
  "email": "aman@example.com",
  "company_name": "RND Prospect",
  "message": "Interested in a demo and pricing details.",
  "assigned_to": "clerk_user_id_or_internal_user_id"
}

Sample Request

curl -X POST "http://localhost:3072/api/integrations/webhook/wordpress" \
  -H "Content-Type: application/json" \
  -H "x-integration-secret: <your-secret>" \
  -d '{
  "name": "Aman Sharma",
  "phone": "+91 98765 43210",
  "email": "aman@example.com",
  "company_name": "RND Prospect",
  "message": "Interested in a demo and pricing details.",
  "assigned_to": "clerk_user_id_or_internal_user_id"
}'

Need a custom mapping?

If the source sends unusual field names, we can extend the mapping layer in the backend without changing your sales workflow.