Healthcare Case study

Patient enquiry forms connected to Pipedrive

Gravity Forms for patient enquiries on a dental practice's WordPress site, connected to the Pipedrive CRM with custom fields.

Patient enquiry forms connected to Pipedrive: website
Client
Dental practice
Service
Integrations, Website and SEO
Stack
WordPress, PHP, Gravity Forms, Pipedrive
Platforms
Web

Client details are private, so this study describes the client by type.

Overview

A dental practice wanted patient enquiries from its website to land in its CRM. We built and customised Gravity Forms on the WordPress site and connected them to Pipedrive with custom fields, then tested and improved the forms.

What we built

  1. Gravity Forms built and customised to fit the existing theme
  2. Enquiries connected to Pipedrive with custom fields
  3. Secure and accessible data collection
  4. Troubleshooting, improvements and testing of the forms

Technology used

Technology named in the project records, by layer
LayerChoicePurpose
WebsiteWordPressthe practice site
FormsGravity Formspatient enquiries
CRMPipedriveenquiries and custom fields

What happened next

  • Delivered

    The work described above was delivered to the client.

Could this be your project?

  • Your product has to connect to payment, accounting, messaging or other third-party systems.
  • You want your site to load fast and be found, not only to look good. SEO services
  • You work in healthcare and want a team that has built for it before. Healthcare work

Request similar work

Questions about this project

What technology was used?

WordPress, PHP, Gravity Forms, Pipedrive.

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