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Lead CRM Messenger

Custom WordPress plugin demo for lead CRM, AJAX capture, REST webhooks, messenger sync, and integration automation.

by Bogdan Anisovec · github.com/bogdananisovec/wp-lead-crm-messenger

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/bogdananisovec/wp-lead-crm-messenger/archive/refs/heads/main.zip
Readme github.com/bogdananisovec/wp-lead-crm-messenger ↗

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Overview

WP Lead CRM Messenger is a custom WordPress plugin demo for capturing leads, managing them as CRM records, and synchronizing conversations with external messenger and automation services.

This repository is a sanitized portfolio version. Client-specific data, credentials, production endpoints and proprietary content have been removed or replaced with demo values.

My Role

I designed and implemented the plugin architecture, lead workflow, WordPress admin UI, AJAX submission flow, REST/webhook endpoints, and integration adapters as part of commercial WordPress development work.

Key Features

  • Custom post type based lead CRM inside WordPress.
  • AJAX lead capture with nonce validation and structured metadata.
  • REST API webhook endpoints for messenger and call-tracking callbacks.
  • PHP OOP service layer for repository, settings, outbox, messenger clients, and relay endpoints.
  • Admin UI for lead status, manager assignment, failed outbox jobs, and integration settings.
  • Demo Cloudflare Worker relay adapter for keeping production bot tokens outside WordPress.

Tech Stack

PHP, WordPress Plugin API, REST API, AJAX, JavaScript, Cloudflare Workers, Telegram/MAX-style messenger adapters, webhook integrations.

What This Repository Demonstrates

  • Custom WordPress plugin development beyond theme-level form handling.
  • Maintainable PHP OOP architecture in a WordPress environment.
  • Integration boundaries for messengers, analytics, and call-tracking systems.
  • Secure-by-default portfolio sanitization using placeholders instead of real credentials.

Architecture / Implementation

  • lead-crm-messenger.php bootstraps the plugin.
  • src/Repository.php owns lead persistence, AJAX capture, duplicate handling, and CRM metadata.
  • src/Webhooks.php exposes REST webhook handlers.
  • src/Outbox.php implements queued delivery/retry behavior.
  • src/Admin.php renders integration and CRM admin screens.
  • cloudflare/ contains a sanitized relay adapter example.

Setup

  1. Copy the repository into wp-content/plugins/wp-lead-crm-messenger.
  2. Activate the plugin in WordPress admin.
  3. Configure demo values in the plugin settings screen.
  4. For relay experiments, copy .env.example into the appropriate secret store and replace placeholders.

No real bot token, OAuth token, webhook secret, chat ID, customer lead, private domain, or production endpoint is included.

Screenshots

Screenshots are not included because the original admin screens contained commercial client context. Add new screenshots from a synthetic WordPress demo install before publishing marketing material.

Notes

This is a portfolio/demo repository, not a production drop-in integration. Review the relay adapter and create fresh demo credentials before testing external services.