Forms into the CRM
A Wix contact or quote form creates a lead in the CRM with the source page, the answers and a timestamp. The person who owns enquiries is notified, and nothing waits in a shared inbox.
Enquiries from your Wix forms, quotes from a calculator and invoices raised in Wix all land in your own system, so the website feeds the business instead of an inbox.
Wix is a popular way for a small business to get a site live. It has forms, a blog, bookings, a shop and an invoicing feature. What it doesn’t do is run your sales pipeline, your jobs or your accounts the way you work. That usually ends up in a spreadsheet beside the site, which is the gap a custom CRM fills.
Wix has public APIs for contacts, form submissions, invoices and e-commerce, and a developer can use them. A custom CRM can pull form submissions in as they happen, read and write invoices, and keep contacts in step, while the site stays on Wix. It is the lighter alternative to rebuilding the site, and it is how Storex began. See also websites that feed your system.
A Wix contact or quote form creates a lead in the CRM with the source page, the answers and a timestamp. The person who owns enquiries is notified, and nothing waits in a shared inbox.
A calculator on the site prices the job for the visitor, and the quote lands in the CRM with the line items. Abandoned quotes are captured too, so you can follow up with people who got as far as a price.
Invoices raised in your system appear in Wix, and a payment made through Wix closes the invoice in your system. The office stops reconciling two lists, and the overdue chasers stop writing to people who have already paid. It is the same idea as in quoting and invoicing, applied to the invoices Wix already holds.
Wix contacts and CRM clients are matched, with duplicates merged on rules you can see, so the mailing list and the client list stop drifting apart.
Wix Bookings and Wix Stores orders can be read into the system so jobs and fulfilment start from one place. How much of that to connect depends on how much of the business runs through the site, and I’d rather connect two things well than six things badly.
Once the data and the processes live in your own system, moving the site later is a design job, not a data rescue. You aren’t locked in by what Wix happens to store.
Forms, contacts, invoices and orders, and which of them the business really depends on. We connect those first and leave the rest alone. A site with a simple contact form and no invoicing is a very small job; a site that doubles as the billing system is a bigger one, and the quote reflects that.
Wix issues API keys to account owners and co-owners, with scopes that limit what each key can do and which sites it can reach. I use the narrowest key that works, and you can revoke it at any time.
For each kind of record, one side is the master, and edits on the other are either rejected or merged by a rule. Two-way invoice sync is where this matters most, so it is built and tested with real invoices before it goes live.
Every push and pull is logged. A failed sync raises an alert and is retried, and an invoice trace page shows where a document came from and where it went.
Yes. The site stays where it is and its forms, invoices and contacts connect to the CRM. You can rebuild the site later if you want to, and the CRM won’t care.
It did for Storex, where invoices sync both ways between Wix and the system. The rules about which side wins are agreed first, and tested against real invoices before launch.
That depends on the site. I can review it as part of a project. If the answer is no, I’ll say what would change.
Yes. Pages, redirects and data are moved so you keep your search presence. It’s a separate decision from the integration, and we can do it later.
The quote builder puts a connection to your current website at roughly 10 to 20 build hours. A two-way invoice sync, like Storex’s, takes longer, and I’ll scope it separately.
Enquiries, clients, pipeline and follow-ups in one place, shaped to how you sell.
ServiceIntegrationsWix, Shopify, Gmail, WhatsApp, Stripe, calendars and accounts, synced both ways.
ServiceQuoting & invoicingQuotes from your rate card, invoices with VAT, deposits and automatic chasing.
ServiceWebsites for systemsFast, search-ready sites with forms, calculators and bookings wired into your system.
IntegrationGoogle WorkspaceGmail, Calendar, Drive, Sheets and Google sign-in connected to your CRM or booking system.
IntegrationWordPress & WooCommerceWordPress forms and WooCommerce orders and stock connected to your CRM or back office.
ComparisonCustom integrations vs ZapierZapier and Make for simple automations, custom integrations for critical, two-way, high-volume jobs.
Case studyStorexA storage and logistics company’s whole operation in one custom system: quotes, clients, invoicing, the warehouse and the crew in the field.
PageIntegrationsWhatsApp, Stripe, Xero, Google Workspace, Microsoft 365, Shopify, Wix and more.
The quote builder opens with Wix already selected. Add the rest of your system and I reply with a fixed quote.