Forms to CRM Lead Pipeline Dynamic Automation

The Forms to CRM Lead Pipeline bridges web lead generation directly into the Cora Lead CRM with zero manual data entry.

1. Inbound Auto-Conversion Pipeline

Whenever an inquiry is submitted via POST /wp-json/cora/v1/forms/submit or cora_rest_submit_form():

• The submission payload is parsed for contact information (name, email, phone, company, message).
• A normalized lead record is automatically upserted into wp_cora_leads.
• Inbound form submissions trigger automatic lead cache invalidation (cora_db_get_leads(true)), rendering new cards immediately on the Kanban pipeline without requiring manual page reload.

2. Multi-Tenant Scoping & Stage Normalization

• Workspace Isolation: Submissions are strictly scoped to the active workspace agency_id.
• Stage Assignment: New inquiries enter the canonical 'New' lead stage via cora_normalize_lead_stage().
• Assignee Routing: Workspaces can automatically assign leads to specific team members or round-robin across account managers.

3. Universal All-Submissions REST API

The GET /wp-json/cora/v1/forms/all-submissions endpoint enables administrative consoles and reporting pipelines to retrieve aggregated submissions across all workspace forms with pagination, search, and form metadata.

4. Embed Script & Cross-Origin Forms

Forms can be embedded on any external website using the lightweight cora-form-embed.js script, which features resilient iframe auto-resizing, postMessage communication, and zero layout shift.