Integration of the website on WordPress with CRM RemOnline
1. Task Objective
Set up automatic data transfer from the application form on the WordPress site to the CRM RemOnline for further processing of applications by managers.
2. Input Data
The site runs on WordPress
There is a form (for example, via Contact Form 7, WPForms, or custom)
The following fields need to be transmitted:
Client's Name
Phone
Comment or Service
Source of the application (for example: page)
3. What the Programmer Should Do
1. Familiarize with the RemOnline API
RemOnline has a REST API: https://api-docs.remonline.app/
The programmer should:
Register an API key in RemOnline (the CRM administrator must create a token)
Check which endpoints are suitable for creating a new lead or order (most often —
POST /leadsorPOST /clients)
2. Implement the submission of the application to RemOnline
After submitting the form on the site, the data must:
be validated
be sent via HTTPS request to the CRM
It is important to use
curl,wp_remote_post()or another reliable mechanism for the REST APIError handling must be provided: logging failed applications to a file or database
3. Ensure Security
The API key is stored in a separate file or in environment variables, not in the plugin or theme code
All requests — only via HTTPS
Mandatory CSRF token verification for the form
Limit requests only from your domain, if possible
4. Create Logging
The programmer must implement logging of all requests and responses from the CRM to a log file (for debugging)
It is also desirable to have email notifications for application transmission errors
5. Verify Data Compliance
Check if the application enters the CRM with the correct fields
Check the handling of Cyrillic, special characters, and non-standard phone number formats
4. Result
The programmer must provide:
Working code, preferably as a plugin or code snippet (via Code Snippets or child-theme)
Documentation describing where the code is added and how to change the API key
Test log file with an example of submission
5. Additional (Optional)
Implement captcha (Google reCAPTCHA) for the form
Track UTM tags or referrer source for marketing analytics
Work results
Client's review of cooperation with Illya K.
Integration of the website on WordPress with CRM RemOnlineThe task was completed very quickly. Thank you!
Freelancer's review of cooperation with Yevgeny Rozhdestvensky
Integration of the website on WordPress with CRM RemOnlineThank you for the work. I hope for further collaboration. If there are any issues with the implemented project, please do not hesitate to reach out.
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2292 38 2 Good day. Recently I did a similar synchronization https://freelancehunt.com/project/nalashtuvati-skript-peredachi-formi-keycrm/1495739.html
I will write a small module, where there will be settings with fields for the token, a field for email correction logs, and as an option, it can display logs for the current day on the same page.
I have familiarized myself with the CRM API. I will create "requests" /lead/ and /client/
The price I indicated is for 1 day of work. The development will take approximately 2 days.
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411 6 1 I am happy to take on this project! I have experience integrating WordPress with CRM systems, including RemOnline. I will assess the approach individually after clarifying the details and requirements for the integration.
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361 2 1 Hello! I am ready to complete your task quickly and efficiently. I have experience in various fields, which makes me an excellent choice for your business. Feel free to reach out!
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1050 22 1 Good day
I am interested in your project
I have experience in integrating WordPress and keyCRM, SendPulse, and other CRMs
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4120 8 0 1 Hello!
My name is Oleksandr, I represent the XPro team. We have reviewed your project and see a great opportunity to implement it together. Our team has considerable experience in similar developments, and we are ready to offer a reliable solution tailored to your needs.
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4926 88 0 Good day, Yevheniy
I am ready to create a separate custom plugin. With an admin form for entering the API key and viewing logs.
It will take 1-2 days to implement.
Message me privately, we will discuss the details.
I am ready to start immediately.
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212 2 0 Good day. Write - I will implement. I have already integrated many CRMs.
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