CRM Workflows
CRM-Connected Application Workflow
A multi-step form and CRM-connected workflow designed to move application data into structured business processes.
Overview
A structured application workflow that collects company and contact data, validates submissions, and prepares CRM-connected business processes with admin review and notification-ready logic.
Problem
Application data arrived in inconsistent formats, making it difficult to move leads and company records into CRM workflows without manual cleanup.
Solution
I built a multi-step form workflow with secure validation, company/contact data structure, HubSpot workflow planning, Salesforce integration logic, admin review flow, and error handling.
Features
- Multi-step forms
- Secure form validation
- Company/contact data structure
- HubSpot workflow planning
- Salesforce integration logic
- Notification-ready process
- Admin review flow
- Error handling
Technologies
PHP
MODX
HubSpot
Salesforce
REST API planning
Form workflow logic
Results
- Application data could move into structured business processes with less manual handling and clearer review steps.
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