Integrations
Websites and online stores
Website leads no longer sit until morning: the moment a visitor submits a form on your WordPress, Wix, or Squarespace site, the next available rep gets it and calls right back. When a shopper calls an OpenCart or WooCommerce store about an order, the agent sees the order and its shipping status right away. Abandoned carts become a calling list, and ad tracking tags show which campaigns drive sales. We connect your forms and store, set up call queues, and add web chat to your site if you need it.
WordPress“Get a quote” form12WooCommercenew orders31OpenCartnew orders18Abandoned cartsto call7Capabilities
What you get with Websites and online stores
Examples
How your website and contact center work together
Three situations this setup handles most often.
A callback within minutes
A visitor to a WordPress landing page enters a phone number in a kitchen remodel quote form. The lead, with the name, page, and ad tag, lands in the sales queue, and the next available rep calls right away to book an in-home measurement. At the end of the month, the tags show which ads produced appointments.
- Lead from a website form
- A call from the next available rep
- Ad tag in the report
Formsent11:02 AMQueuesalesrequestCallin 1 minreachedSourceads, kitchensin reportShipping answers without digging through orders
A shopper calls to ask where their order is. The platform matches the caller's number to orders in the OpenCart store, and the agent sees right away that the package is already with the shipping carrier. The agent gives a delivery estimate, and the tracking number goes to the shopper by text.
- Order found by phone number
- Status visible to the agent
- Tracking number sent by text
Roomfound in ordersOpenCartStatushanded to carriervisible to agentTrackingsent to customerSMSConversation1 min 20 sin historyCalling shoppers who didn't check out
One evening, several visitors to a WooCommerce store fill their carts and leave without paying. The next morning, carts with a phone number go to a calling list (if the store saves abandoned carts with contact details). Agents call, explain delivery times and pickup options, and complete some of the orders over the phone.
- Carts with a phone number go to outbound calls
- Order status on the call
- Orders placed by phone
Cartfridge, $649callCartrange, $385callCartno phoneskippedSummary2 ordersplacedFor abandoned carts, we call only shoppers who have consented to calls.
How it works
What we connect on each site
Site builders
Form leads via webhook
Forms on WordPress, Wix, or Squarespace send leads to the platform by webhook. The name, phone number, page, and ad tags map to lead fields, and the lead goes straight to the right department's queue. If the customer is already known, the lead is added to their customer record.
- Webhook from the form
- Fields and ad tags
- Lead linked to the customer record
Webhookto platformconnectedFieldsname, phone, pagemappedUTM tagsfrom formsavedRequestto queueright awayStores
OpenCart and WooCommerce orders
The platform pulls orders through the store's API on a regular schedule, so a calling shopper is matched by phone number along with their orders and statuses. Agents can also update the status right from their screen if your process calls for it.
- Orders via the store API
- Shopper lookup by phone number
- Status updates on request
Ordersvia store APIevery 2 minStatusesfrom storein recordCustomersby phone numbermatchedNew statusfrom platformon requestChat
Web chat in the shared inbox
The live chat widget works on any of these sites. An agent or the AI consultant answers the visitor, and the conversation appears next to calls and stays with the contact.
- Widget on any website
- Answered by a person or AI
- Chat next to calls
Widgeton all pagesinstalledVisitorviewing productvisibleReplyagent or AIin shared inboxMessagesin customer historysavedSetup
How we connect your website
- 01Forms and ordersWe find out where your site collects leads and which order details the agent needs to see.
- 02AccessWe connect to your website forms and to the store with an API key that can access orders only.
- 03FieldsWe map the name, phone number, page, and ad tags to fields, so reps know where a lead came from before they call.
- 04QueuesWe decide which department each form goes to and set the rules for calling abandoned carts.
- 05ChatIf needed, we add a chat widget to your site and route messages to agents.
- 06TestingBefore your ads go live, we run test leads, orders, and calls.
Requirements
What your website needs
- WordPress, Wix, Squarespace
- Form webhooks available on your plan
- OpenCart
- Access to the store API or a sync module
- WooCommerce
- A REST API key with access to orders
- Other sites
- Any CMS with an API or webhooks
- Platform
- Cloud-hosted or on your own hardware
- Billing
- Website setup – support hours
Preparation
What to have ready
Q&A
Frequently asked questions
How fast will a rep call back on a website lead?
As soon as one is available: the lead reaches the department instantly, with the name, phone number, page, and ad tag.
Will agents see the shopper's order?
They will. When a call comes in, the shopper's orders and shipping status appear on screen.
Can agents change the order status from their screen?
We turn this on by request if your store allows it. By default, agents see statuses, and changes are made in the store.
Can we win back abandoned carts?
If your store saves abandoned carts with a phone number, you can. Agents call only shoppers who have consented to be contacted.
Our site isn't on WordPress, Wix, or Squarespace. Will it work?
Any site on a CMS with an API or webhooks will work.
Are UTM tags from the form saved?
They are. Tags from the form flow into your ad campaign reports.
Can customers message us right on the website?
They can. The widget works on any of these sites, and agents handle chats and calls in one window.
Can visitors call us right from the website?
They can. The visitor calls from the browser, and the agent sees which page they're calling from.
How much does website integration cost?
There are no license fees. You pay for the work under your support plan, and more forms and order fields mean more hours.
Glossary
Terms on this page
- API (application programming interface)
- The way programs exchange data with each other without a person in the loop. Learn more →
- Webhook
- A message a system sends another automatically when something happens. Learn more →
- Customer record
- The screen of customer data an agent sees during a conversation. Learn more →
- Call queue – callers waiting to be answered
- Callers waiting for an available agent. Learn more →
- Callback
- The customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. Learn more →
- REST: exchanging data between systems over HTTP
- The standard way software exchanges data over the internet. Learn more →
Updated: