Setup & Integration

Connect your lead response system with existing tools and workflows for seamless operation.

CRM Integration

Supported CRM Systems

HubSpot: Direct API integration with lead assignment
Salesforce: Real-time lead sync and opportunity creation
Pipedrive: Automated deal creation and pipeline management
ServiceTitan: Job creation and customer communication
Jobber: Quote generation and scheduling integration

Integration Steps

API Connection: Authenticate with your CRM system
Field Mapping: Map lead fields to your CRM structure
Automation Rules: Set up lead routing and assignment
Testing: Verify data flow with test leads

Website Integration

Form Capture

WordPress: Plugin available for easy integration
Unbounce: Webhook configuration for landing pages
Custom Forms: API endpoint for direct submission
Zapier: Connect any form system via automation

Implementation

<!-- Add to your website forms -->
<form action="https://api.westmark.dev/leads" method="POST">
  <input name="name" required>
  <input name="phone" required>
  <input name="email" required>
  <textarea name="project_description"></textarea>
  <input name="source" value="website" type="hidden">
  <button type="submit">Get Free Quote</button>
</form>

Calendar Integration

Supported Calendars

Google Calendar: Full bidirectional sync
Outlook: Exchange and Office 365 support
Calendly: Embedded booking integration
Acuity Scheduling: Advanced booking rules

Setup Process

Authentication: Connect your calendar account
Availability: Set business hours and blocked time
Buffer Settings: Configure travel time between appointments
Confirmation Flow: Customize booking confirmations

SMS Configuration

Phone Number Setup

Dedicated Number: Professional business line
Toll-Free Options: 800/888/877 numbers available
Local Numbers: Match your geographic area
International: Support for global contractors

Compliance Settings

TCPA Compliance: Automatic opt-out handling
Consent Tracking: Document lead permission
Message Limits: Respect communication preferences
Time Restrictions: Honor “do not disturb” hours

Advanced Configuration

Lead Scoring

Configure automatic lead prioritization:

Project Value: Higher value projects get priority
Urgency Keywords: “Emergency”, “ASAP”, “Urgent”
Geographic: Prefer leads in your service area
Source Quality: Weight different lead sources

Custom Fields

Track contractor-specific information:

Project Type: Security, Network, AV, Access Control
Property Type: Residential, Commercial, Industrial
Timeline: Immediate, This Month, This Quarter
Budget Range: Under $5K, $5K-$25K, $25K+

Automation Rules

Business Hours: Different responses for after-hours leads
Lead Source: Customize messaging by source
Geographic: Different responses by service area
Project Type: Specialized messaging by trade

Testing & Validation

Test Checklist

Lead form submission triggers SMS
SMS contains correct personalization
Calendar link works and shows availability
CRM receives lead data correctly
Analytics tracking is active

Troubleshooting

Common issues and solutions:

SMS not sending: Check phone number format
Calendar not syncing: Verify permissions
CRM missing data: Review field mapping
Forms not working: Check API endpoint

Go-Live Checklist

Before activating your system:

All integrations tested and working
SMS templates reviewed and approved
Team trained on new lead process
Analytics dashboard configured
Backup processes in place

Support

Need help with setup? Our integration team is standing by:

Email: support@westmark.dev
Phone: Business hours support
Documentation: Complete API reference available
Training: Free setup consultation included

Contact Support →