Integrations

As part of a large network of globally targeted and professionally translated websites built for Flexiteek International, we were tasked with integrating every enquiry form within the network of sites with Flexiteek’s Workbooks CRM system.

The integration needed to securely pass submitted form data to Workbooks for further processing as well as perform the default behaviour of a form created using the Gravity Forms plugin for WordPress.

Once the data arrived at Workbooks a new ‘Lead’ needed to be created and then passed over to the most suitable distributor within Flexiteek’s global network.

The integration was made trickier on account of many of the forms being translated into over 10 different languages including some that use non-latin characters (Traditional Chinese for example).

The integration removes the unenviable and, potentially insecure and non GDPR compliant, administrative task of manually forwarding on each enquiry across the forms on all global Flexiteek websites to the most suitable distributor.

The Beauty Academy provide classroom-based and online training courses to beauty therapists and other salon professionals. They tasked us with integrating their existing WooCommerce website with their training management software provided by Accessplanit. Accessplanit acts as The Beauty Academy’s single point of authority in terms of which candidates are attending which courses on what date and at which venue.

Prior to the integration, members of The Beauty Academy’s E-commerce team had to manually copy and paste customer data out of WooCommerce and into Accessplanit – a tedious and, potentially, error-prone process on a website that takes over 60 orders per day.

The first step in realising a solution required us to change the existing WooCommerce sales process so that customers could assign multiple delegates to the beauty training courses sold through the website. This change was the result of the client recognising that the person checking out on the WooCommerce store might not be the person attending the courses that were being purchased such as a salon manager needing to book multiple therapists onto the same courses.

Once these delegates had been attached to an order, an automated system could be setup to compile any new orders that have been completed since the process last ran and send the data to Accessplanit where it was then used to automatically assign the delegates to their respective courses.

The integration has saved The Beauty Academy’s E-commerce team many hours of laborious manual processing and has now been extended to work within online as well as classroom-based training courses.