An automated lead-capture funnel for a financial services firm
Built a WordPress + Vue plugin that captures, verifies and routes leads — integrating Creditreform SmartSignUp and pushing clean data to Pipedrive.
Full-stack developer
The challenge
Beechwood needed precise, high-quality lead capture with reliable identity verification — and far less manual data entry into their CRM.
The approach
- 1
Built a custom WordPress plugin (PHP, Vue 3, Webpack) for efficient, accurate data capture.
- 2
Integrated the Creditreform SmartSignUp API for verification and reliable matching via Creditreform IDs.
- 3
Designed a funnel that moves leads from the landing page to a dedicated sign-up page and sends captured data to Pipedrive automatically via webhook.
The result
Significantly better data quality, much less manual entry for end users, and faster marketing and sales processes in Pipedrive.
Let's talk about what you're building
Tell me the goal and the constraints. You'll get an honest read on whether I'm the right fit, and a clear plan if I am — no pressure, no sales script.
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