Skip to main content
WordPress CRM Integration System for Legal Consultancy

WordPress CRM Integration System for Legal Consultancy

Legal Advisory Partners • Legal Services & Consultancy

September 2023 - October 2023
6 weeks
Back to Case Studies

The Challenge

Law firm needed automated synchronization between WordPress website forms, FullSlate appointment scheduling, and PipeDrive CRM to eliminate manual data entry and prevent lead loss.

The Solution

Built a comprehensive integration system to automate the entire client acquisition workflow:

WordPress Integration Layer

  • Custom WordPress plugin development with secure API endpoints
  • Integration with Gravity Forms for seamless data capture
  • Automated form validation and sanitization for data integrity
  • Real-time webhook implementation for instant data synchronization

    • FullSlate Appointment Management

  • Bidirectional API integration with FullSlate scheduling system
  • Automated customer profile creation with form field mapping
  • Intelligent appointment time setting based on availability
  • Duplicate appointment prevention with smart conflict resolution
  • Custom appointment types configuration for different consultation levels

    • PipeDrive CRM Synchronization

  • Real-time deal creation and progression tracking
  • Smart duplicate detection to prevent data redundancy
  • Automated deal stage advancement based on appointment status
  • Custom field mapping for legal-specific data requirements
  • Pipeline optimization for consultation workflow

    • Workflow Automation

  • Intelligent deal progression logic with consultation level tracking
  • Automated email notifications to administrators and clients
  • Error handling and failover mechanisms for system reliability
  • Comprehensive logging and monitoring for troubleshooting

    • Results & Impact

    95% reduction in manual data entry across all systems
    Zero lead loss due to automated synchronization
    40% faster consultation booking process
    Improved client experience with seamless scheduling
    99.8% data accuracy between all three platforms
    50% reduction in administrative overhead
    "This integration transformed our client intake process completely. We went from spending hours on manual data entry to having everything automated seamlessly. Our team can now focus on what matters most - serving our clients."
    David Thompson
    Managing Partner, Legal Advisory Partners
    Project Details

    Client

    Legal Advisory Partners

    Industry

    Legal Services & Consultancy

    Duration

    6 weeks

    Timeline

    September 2023 - October 2023

    Category

    backend
    Technologies Used
    WordPressPHPFullSlate APIPipeDrive APIGravity FormsMySQLREST API

    Interested in similar results?

    Let's discuss how I can help your business achieve its goals.

    Start a Conversation
    Shan Sarfraz - Full Stack Developer