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Surf Tour Booking Platform

World Surfaris is a travel and surf tour booking platform offering surf holidays around the globe.

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Summary
The project goal was to modernize the company’s digital presence, enhance performance, and streamline the lead management process through a fully customized WordPress solution integrated with Salesforce CRM for efficient customer data handling.
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Overview
Duration: 11 Months
Execution Model: Independent Developer

Key Tools & Technologies:

WordPress WordPress (PHP, ACF, CPT) Gravity Forms Salesforce CRM API SiteGround Hosting cPanel cPanel & FTP

My Role

  • Full-Stack WordPress Developer: End-to-end custom theme development and site architecture.
  • Backend Integration Specialist: Configured Salesforce API authentication and automated field mapping.
  • Hosting & Domain Administrator: Managed DNS, SSL, and server configurations on SiteGround.
  • Data Migration Lead: Created staging environments and synchronized production databases smoothly.
  • Performance Optimization Engineer: Conducted speed audits and optimized database querying.

The Challenge

The client’s existing website faced critical structural and operational bottlenecks that impacted scalability and sales conversion:

  • Legacy Codebase: Outdated WordPress build lacked customization options.
  • Manual Follow-Up: Lead capture relied on manual entry, causing delayed response times and lost leads.
  • Environment Drift: Unsynchronized changes on production made direct code deployment risky.
  • Performance Lags: Slow loading speeds negatively impacted search rankings and user experience.
  • CRM Isolation: Needed automated synchronization with Salesforce for immediate lead assignment.

Implementation Details

Custom Theme Architecture

Developed a lightweight custom PHP theme leveraging Advanced Custom Fields (ACF) and Custom Post Types (CPTs) for destinations, resorts, team members, and blog posts.

Staging & Migration Workflow

Created an isolated subdomain staging environment, took full database backups, cleaned up legacy code, re-tested custom field relationships, and manually merged content back into production prior to deployment.

Performance Engineering

Minified static CSS/JS assets, enabled server caching, optimized media assets with lazy loading, and reduced database overhead using Query Monitor analysis.

Salesforce Integration & Field Mapping

Configured Gravity Forms to sync user inquiries straight into Salesforce CRM objects in real-time:

Gravity Form Input Field Salesforce CRM Lead Object
Full Name Lead Name
Email Address Lead Email
Destination Selection Custom Field (Lead Interest)
Inquiry Message Notes Field
Consent Checkbox Marketing Opt-In (Boolean)

Key Results & Impact

  • Zero Manual Data Entry: Direct CRM syncing eliminated lead loss and improved team follow-up speed.
  • Accelerated Speed: Optimized database calls and caching led to faster page load times.
  • Scalable CMS Content: Non-technical staff can manage CPT destinations via ACF without breaking design layouts.
  • Seamless Launch: Safe staging workflows prevented live downtime and content loss.
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