Martina S.

Conceptualization and implementation of a Jotform form with CRM integration to cleanly capture, forward, and reliably use inquiries in the follow-up process.

Initial Situation

The company wanted to stop processing incoming inquiries manually or inconsistently, but rather structure them cleanly at the point of capture and transfer them directly into existing CRM processes. The goal was a reliable data foundation for further processing in sales or operational follow-up.

My Contribution

• Conceptualization of the form structure in Jotform

• Structuring of relevant fields for clean lead capture

• Alignment of the form logic with the requirements of the downstream CRM process

• Integration of the form with the CRM or existing system logic

• Ensuring that data is transferred completely and meaningfully for further processing

• Consideration of responsibilities, tracking, and operational usability

Result

A practical form setup with clean CRM integration that captures inquiries in a structured manner, reduces manual intermediate steps, and enables reliable further processing in the system.

Focus Areas

Jotform · CRM Integration · Lead Capture · Form Logic · System Integration

HubSpot Optimization and CRM Structure

Optimization of a HubSpot setup with a focus on clean CRM structures, better usability in everyday life, and clearer operational processes.

Initial Situation

An existing HubSpot setup was to be further developed so that teams could work more cleanly with the system, information would be reliably maintained, and processes in sales and daily business would require less manual effort.

My Contribution

• Analysis of existing CRM structures and processes

• Optimization of properties, processes, and system logic

• Revision of workflows and operational processes

• Structuring of data foundations and responsibilities

• Ensuring that the setup is not only technically correct but also meaningfully usable in everyday life

Result

A clearer, more usable HubSpot setup with cleaner processes and a more stable foundation for sales, tracking, and reporting.

Focus Areas

HubSpot · CRM · Workflow Optimization · Process Optimization · Operational Implementation

Conceptualization and implementation of a WordPress plugin for synchronizing CRM data with the website.

Initial Situation

Data from a CRM was no longer to be maintained manually on the website but transferred to the web environment in a structured and automated manner. The goal was a reliable bidirectional data flow between the system and the website.

My Contribution

• Conceptualization of the plugin and the required system logic

• Definition of the data structure and mapping of relevant content

• Development of a solution for automated synchronization

• Consideration of maintenance, updates, and long-term usability

• Close coordination between requirements, data logic, and operational application

• Implementation of a licensing system

Result

A plugin solution that makes CRM content usable on the website in a structured and significantly more efficient manner. Data fields can be mapped via an interface.

Focus Areas

WordPress · Plugin Development · CRM Integration · System Integration · Data Flow