Coats WordPress to SAP Sales Cloud Integration

The public form looked straightforward, but the business logic behind it was not. A readable form value such as a request type, business category, product interest, or location could require a specific SAP-compatible value, object relationship, required field, or assignment rule.

The integration also needed to support several workflows from one intake point: new product inquiries, service requests, parts replacement requests, product manual requests, training inquiries, general contact requests, customer lookup, product-interest tracking, and regional assignment.

A generic webhook could not provide enough control for conditional payloads, customer matching, strict CRM mapping, and rejected-payload troubleshooting.

Our work created a custom mapping layer between the WordPress form and SAP Sales Cloud. The public form could stay usable for customers, while the integration translated visible selections into the structured values SAP required.

The discovery process was central to the implementation. Where SAP configuration details were incomplete, controlled records were created in SAP and inspected through Postman so the accepted object shapes, required fields, value types, and relationships could be understood without exposing private CRM data.

The live form confirms the multi-workflow intake structure: email, account and customer identifiers, phone, name, company, city, state or province, country, zip code, business type, request type, product-interest options, message, and consent fields. Public request paths include service requests, new product inquiries, parts replacement, product manuals, training, and other inquiries.

For publication safety, internal SAP identifiers, routing data, connection details, credentials, and real customer examples are intentionally omitted.