WordPress Client Onboarding Form Setup, Styling & Sweep&Go CRM Integration
Budget: $30 – $250 USD
We are seeking an experienced WordPress developer or integration specialist to set up, style, and integrate our client onboarding form on our WordPress website with our Sweep&Go CRM system.
The goal is to ensure a professional, user-friendly form that seamlessly captures client data and syncs it with Sweep&Go.
Key Responsibilities:
1. WordPress Client Onboarding Form Setup & Configuration:
* Install and configure the Sweep&Go Client Onboarding Plugin for WordPress.
* Set up the form fields and any necessary logic within the plugin to align with our onboarding process.
2. Form Styling & Design:
* Visually style the client onboarding form to be consistent with our existing WordPress website's branding and aesthetics.
* Reference and implement styling based on the official Sweep&Go tutorial: Styling Client Onboarding Form
3. Sweep&Go CRM Integration:
* Ensure that client data submitted through the WordPress onboarding form is properly captured and integrated into our Sweep&Go CRM system via the installed plugin.
* Verify data flow and successful record creation in Sweep&Go upon form submission.
Required Skills & Experience:
* Proven experience with WordPress website development and plugin configuration.
* Specific experience with the Sweep&Go Client Onboarding Plugin for WordPress is highly preferred.
* Strong proficiency in CSS for custom styling of WordPress forms.
* Ability to troubleshoot and debug WordPress plugin and integration issues.
* Excellent communication skills and attention to detail.
Provided Information:
* WordPress Onboarding Form URL: https://thedootypatrol.wpcomstaging.com/sng/the-dooty-patrol-qsear-client-onboarding/
* CRM: Sweep&Go (WordPress plugin available and preferred for integration)
* Relevant Sweep&Go Documentation:
* Styling Client Onboarding Form: https://www.sweepandgo.com/pooper-scooper-app/tutorials/client-onboarding/styling-client-onboarding-form/
* Sweep&Go Client Onboarding Plugin for WordPress: https://www.sweepandgo.com/pooper-scooper-app/tutorials/client-onboarding/sweepgo-client-onboarding-plugin-for-wordpress/?utm_source=chatgpt.com
Example of final form:
https://swoopscoop.com/sng/swoop-scoop-aonkl-client-onboarding/?zip_code=98103
To Apply: Please provide your portfolio showcasing similar WordPress form and CRM integration projects, your estimated timeline, and your proposed budget for this specific task.
The goal is to ensure a professional, user-friendly form that seamlessly captures client data and syncs it with Sweep&Go.
Key Responsibilities:
1. WordPress Client Onboarding Form Setup & Configuration:
* Install and configure the Sweep&Go Client Onboarding Plugin for WordPress.
* Set up the form fields and any necessary logic within the plugin to align with our onboarding process.
2. Form Styling & Design:
* Visually style the client onboarding form to be consistent with our existing WordPress website's branding and aesthetics.
* Reference and implement styling based on the official Sweep&Go tutorial: Styling Client Onboarding Form
3. Sweep&Go CRM Integration:
* Ensure that client data submitted through the WordPress onboarding form is properly captured and integrated into our Sweep&Go CRM system via the installed plugin.
* Verify data flow and successful record creation in Sweep&Go upon form submission.
Required Skills & Experience:
* Proven experience with WordPress website development and plugin configuration.
* Specific experience with the Sweep&Go Client Onboarding Plugin for WordPress is highly preferred.
* Strong proficiency in CSS for custom styling of WordPress forms.
* Ability to troubleshoot and debug WordPress plugin and integration issues.
* Excellent communication skills and attention to detail.
Provided Information:
* WordPress Onboarding Form URL: https://thedootypatrol.wpcomstaging.com/sng/the-dooty-patrol-qsear-client-onboarding/
* CRM: Sweep&Go (WordPress plugin available and preferred for integration)
* Relevant Sweep&Go Documentation:
* Styling Client Onboarding Form: https://www.sweepandgo.com/pooper-scooper-app/tutorials/client-onboarding/styling-client-onboarding-form/
* Sweep&Go Client Onboarding Plugin for WordPress: https://www.sweepandgo.com/pooper-scooper-app/tutorials/client-onboarding/sweepgo-client-onboarding-plugin-for-wordpress/?utm_source=chatgpt.com
Example of final form:
https://swoopscoop.com/sng/swoop-scoop-aonkl-client-onboarding/?zip_code=98103
To Apply: Please provide your portfolio showcasing similar WordPress form and CRM integration projects, your estimated timeline, and your proposed budget for this specific task.