Deep case study

Engel & Völkers Atlanta: lead routing, CRM sync, and on-site registration.

Lasso Leader replaced a fragile plugin patchwork with one purpose-built WordPress integration that sends website and sales-center leads directly into Lasso CRM with consistent project attribution.

Select a Project

40 West 12th Dawson Corner Downing Park J5 Midtown
Sync

On-Site Registration

Project: 40 West 12th Agent: Susie Proffit
Route

Lasso CRM

Correct project Mapped fields Lead attribution

At a Glance

A system for high-value real estate leads.

Engel & Völkers Atlanta markets a portfolio of new-construction developments, each with its own website and lead-capture forms. Every inquiry, from a website contact form or an in-person sales-center visit, needed to land in Lasso CRM under the correct project.

The Shift

From one-off fixes to one repeatable tool.

The old setup depended on third-party connectors and hand-built field mapping. Lasso Leader replaced that with a reusable plugin, a visual field-mapping interface, per-project settings, and a consistent path for future launches.

System architecture

A branded registration experience tied to a reliable CRM pipeline.

01

Project Selection

A branded interface lets users choose the correct development before registration, preserving clean project attribution from the first step.

02

Agent Routing

On-site visitors can register with the appropriate agent, giving sales teams a cleaner path from walk-in interest to follow-up.

03

Dynamic Form Mapping

Gravity Forms and Contact Form 7 submissions map directly to Lasso CRM questions without middleware or custom per-site code.

04

Per-Project Settings

Each development can route leads to the correct Lasso project while sharing the same underlying plugin architecture.

05

Lead Integrity

The system reduces silent failure points, inconsistent configuration, and manual data entry for high-value real estate prospects.

06

Repeatable Launches

Adding the next project becomes a known setup process instead of another fragile one-off integration.

Production Use

Running across active new-development sites.

The integration is used for EV New Developments, Swann's Bridge, Dawson Corner, Alexander Scott Homes, J5 Midtown, and on-site registration. The plugin gives the team a single maintained path for form submissions, CRM sync, and project-specific routing.

  • WordPress plugin
  • Lasso CRM API
  • Gravity Forms
  • Contact Form 7
  • Sales-center registration

Client Signal

"All the leads from our forms are now synced with Lasso CRM thanks to the Lasso Leader plugin. We use it for all our projects, as well as for on-site registration."

Christa Huffstickler, President & CEO, Engel & Völkers Atlanta

Outcome

  • Third-party connector dependency removed.
  • Manual data entry reduced.
  • Lead routing standardized across the project portfolio.
  • New project setup made more repeatable.