Website forms and your CRM
Connect website enquiries with a CRM, including HubSpot, so submitted information can reach the system your team uses. The available tools and the details of the connection are assessed for your setup.
Website integrations · Forms, CRM, reviews and more
Website integrations that connect your systems
Need website enquiries to reach your CRM, reviews to appear on product pages or information to move between your website and another tool?
Optimise Creative helps UK businesses and agencies connect websites with the systems they use. You’ll work directly with Jack to establish what needs connecting and agree a practical scope.
Two connections we’ve made
- Website form
- CRM, incl. HubSpot
- Feefo reviews
- Product pages
Which tools are used, and what moves where, is agreed for your setup.
What we connect
Start with what you need the connection to do
Tell us which systems are involved, what information needs to move and what should happen next. You don’t need to decide whether the solution should use a plugin, a native connection or custom development before enquiring.
Reviews on your website
Bring review-platform information onto relevant pages. Previous work includes connecting Feefo product reviews to WooCommerce product pages, with an overall rating and review count on the homepage.
Other systems and repeated tasks
If you need your website to exchange information with another system or carry out a repeated step, tell us what happens now and what needs to change. We’ll assess the available options and whether the work fits our capability and capacity.
Selected work
A WordPress website connected to HubSpot
UK property finance lender
A UK property finance lender wanted to refresh its WordPress website and connect its website forms to HubSpot.
The work combined the website refresh with the form integration, allowing website enquiries to feed into the CRM.
Read the HubSpot case study- Website refresh
- Forms connected to HubSpot
- Enquiries feed into the CRM
More integration work
INTEGRATION · REVIEWS
Our reviews should show where people buy
The brief was to show reviews on individual product pages, with the overall score and review count on the homepage.
What changed: Connected Feefo so every product shows its own reviews and the homepage shows the overall score and count.
Feefo integrationProduct pages
Looking for something else?
Not sure it counts as an integration?
Describe what happens now and what needs to change. We’ll tell you whether we can help.
Tell us what you need to connectBefore implementation
What we establish first
The right approach depends on the systems and the job. Scoping may include:
- Which website, forms and external systems are involved.
- What information needs to be sent or displayed, and in which direction.
- What access, subscriptions or third-party permissions are needed.
- Whether an existing connection can meet the requirement.
- What should happen if information cannot be delivered.
- How the agreed behaviour will be checked and handed over.
These are considerations for agreeing a project, not a promise that every system or feature can be supported. Any ongoing monitoring or support is agreed separately as part of the scope.
More than one kind of help
Builds, features, integrations and automation are part of the work too
Website support
Updates, fixes and improvements to the site you already have.
Website builds
Build a WordPress or WooCommerce site, including from supplied designs.
Bespoke functionality
Custom WordPress and WooCommerce features for unusual requirements.
Process automation
Repeated steps your team currently does by hand.
FAQs
Questions before you enquire
Can you connect WordPress forms to HubSpot?
Yes—this is work we have delivered. We’ll review your particular website, forms and HubSpot setup before confirming the approach and scope.
Does an integration always need custom code?
Not necessarily. The approach depends on the available tools and the requirement. We assess the options before agreeing how to implement the connection.
Can you fix an existing connection?
Send details of what should happen and what is happening instead. We’ll confirm whether we can investigate. If diagnosis needs a separate piece of work, we agree that before starting.
Can you connect any CRM or software platform?
We assess each request individually. The available access, connection options, required behaviour and our experience determine whether we can help.
What about ongoing support?
Support responsibilities, third-party dependencies and any ongoing arrangements are agreed before work starts. We don’t assume that every integration enquiry requires an ongoing package.
What needs connecting?
Send your website address, the systems involved and a short description of what you want to happen. We’ll reply with any questions and confirm whether we can help.