Momenta Finance

For Momenta Finance, we developed a comprehensive WordPress solution with a custom plugin that included two key components:

Salesforce and Google Sheets Integration: We created a custom WordPress plugin in WordPress that integrated the client’s application form with Salesforce via API. This allowed real-time updates to Salesforce, enabling their sales team to instantly access up-to-date lead and contact data. Additionally, form submissions were automatically logged into a Google Sheet for straightforward reporting and backup.

Asset and Liabilities Calculator with PDF Generation: Alongside the integration, we built an asset and liabilities calculator customised to the client’s needs. After users completed the form, the plugin generated a PDF summarising their submission and sent it directly to the user’s email. This streamlined the process of delivering detailed, tailored reports to clients.

This project helped the client automate workflows, reduce errors, and offer users a seamless, professional experience.