Website Leads to CRM: Integration Methods, Field Mapping, and Deduplication
The break in website lead flow usually isn't the form — it's that no one follows up after the lead comes in. This guide compares three integration methods: direct plugin connection, a Webhook middleware layer, and scheduled exports. It includes a field mapping table, deduplication rules keyed on email plus company domain, four fallback actions for sync failures, and a daily reconciliation method for the first week after launch. If you get fewer than 10 inquiries a month, a spreadsheet is enough to bridge the gap.
