Copper CRM + WordPress: When Your Contact Form Finally Gets a Real Job 💼

"custom_fields": [
  { "custom_field_definition_id": 100764, "value": "Hello" }
]

define( 'COPPER_API_KEY', 'your-api-key' );
define( 'COPPER_USER_EMAIL', 'you@yourcompany.com' );

copper-forms/
├── copper-forms.php
└── includes/
    ├── class-client.php          // Talks to Copper
    ├── class-prospect-service.php // Leads
    ├── class-contact-service.php  // People
    └── class-form-handler.php     // Reads and sanitizes form data

<?php
/**
 * Copper API client.
 *
 * @package CopperForms
 */

namespace CopperForms;

defined( 'ABSPATH' ) || exit;

/**
 * Class Client
 */
class Client {

    const BASE_URL = 'https://api.copper.com/developer_api/v1';

    /**
     * Send a request to Copper.
     *
     * @param string $method   HTTP method.
     * @param string $endpoint Endpoint, e.g. '/leads/upsert'.
     * @param array  $body     Request body.
     *
     * @return array|\WP_Error
     */
    public function request( $method, $endpoint, array $body = array() ) {
        $args = array(
            'method'  => $method,
            'timeout' => 5,
            'headers' => array(
                'X-PW-AccessToken' => COPPER_API_KEY,
                'X-PW-Application' => 'developer_api',
                'X-PW-UserEmail'   => COPPER_USER_EMAIL,
                'Content-Type'     => 'application/json',
            ),
        );

        if ( ! empty( $body ) ) {
            $args['body'] = wp_json_encode( $body );
        }

        $response = wp_remote_request( self::BASE_URL . $endpoint, $args );

        if ( is_wp_error( $response ) ) {
            return $response;
        }

        $code = (int) wp_remote_retrieve_response_code( $response );
        $data = json_decode( wp_remote_retrieve_body( $response ), true );

        if ( $code >= 400 ) {
            return new \WP_Error(
                'copper_api_error',
                'Copper API request failed.',
                array( 'status' => $code )
            );
        }

        return is_array( $data ) ? $data : array();
    }
}

<?php
/**
 * Prospect (Lead) service.
 *
 * @package CopperForms
 */

namespace CopperForms;

defined( 'ABSPATH' ) || exit;

/**
 * Class Prospect_Service
 */
class Prospect_Service {

    /**
     * Client instance.
     *
     * @var Client
     */
    private $client;

    /**
     * Constructor.
     *
     * @param Client $client API client.
     */
    public function __construct( Client $client ) {
        $this->client = $client;
    }

    /**
     * Create or update a prospect from Contact Us data.
     *
     * @param array $data Sanitized form data.
     *
     * @return array|\WP_Error
     */
    public function upsert( array $data ) {
        $payload = array(
            'properties' => array(
                'name'    => $data['name'],
                'email'   => array(
                    'email'    => $data['email'],
                    'category' => 'work',
                ),
                'details' => $data['message'],
                'tags'    => array( 'website-contact-form' ),
            ),
            'match'      => array(
                'field_name'  => 'email',
                'field_value' => $data['email'],
            ),
        );

        return $this->client->request( 'PUT', '/leads/upsert', $payload );
    }
}

<?php
/**
 * Contact (Person) service.
 *
 * @package CopperForms
 */

namespace CopperForms;

defined( 'ABSPATH' ) || exit;

/**
 * Class Contact_Service
 */
class Contact_Service {

    /**
     * Client instance.
     *
     * @var Client
     */
    private $client;

    /**
     * Constructor.
     *
     * @param Client $client API client.
     */
    public function __construct( Client $client ) {
        $this->client = $client;
    }

    /**
     * Create or update a contact from newsletter data.
     *
     * @param array $data Sanitized form data.
     *
     * @return array|\WP_Error
     */
    public function save( array $data ) {
        $existing = $this->client->request(
            'POST',
            '/people/fetch_by_email',
            array( 'email' => $data['email'] )
        );

        // Found: update the existing person, keeping their current tags.
        if ( ! is_wp_error( $existing ) && ! empty( $existing['id'] ) ) {
            $old_tags = isset( $existing['tags'] ) ? (array) $existing['tags'] : array();
            $tags     = array_values( array_unique( array_merge( $old_tags, array( 'newsletter' ) ) ) );

            return $this->client->request(
                'PUT',
                '/people/' . absint( $existing['id'] ),
                array( 'tags' => $tags )
            );
        }

        // Not found (404) or lookup failed: try creating a new person.
        $payload = array(
            'name'   => $data['name'],
            'emails' => array(
                array(
                    'email'    => $data['email'],
                    'category' => 'work',
                ),
            ),
            'tags'   => array( 'newsletter' ),
        );

        return $this->client->request( 'POST', '/people', $payload );
    }
}

<?php
/**
 * Form handler.
 *
 * @package CopperForms
 */

namespace CopperForms;

defined( 'ABSPATH' ) || exit;

/**
 * Class Form_Handler
 */
class Form_Handler {

    /**
     * Prospect service.
     *
     * @var Prospect_Service
     */
    private $prospects;

    /**
     * Contact service.
     *
     * @var Contact_Service
     */
    private $contacts;

    /**
     * Constructor.
     *
     * @param Prospect_Service $prospects Prospect service.
     * @param Contact_Service  $contacts  Contact service.
     */
    public function __construct( Prospect_Service $prospects, Contact_Service $contacts ) {
        $this->prospects = $prospects;
        $this->contacts  = $contacts;
    }

    /**
     * Register hooks.
     *
     * @return void
     */
    public function register() {
        add_action( 'admin_post_nopriv_cf_contact_us', array( $this, 'handle_contact_us' ) );
        add_action( 'admin_post_cf_contact_us', array( $this, 'handle_contact_us' ) );
        add_action( 'admin_post_nopriv_cf_newsletter', array( $this, 'handle_newsletter' ) );
        add_action( 'admin_post_cf_newsletter', array( $this, 'handle_newsletter' ) );
    }

    /**
     * Handle the Contact Us form.
     *
     * @return void
     */
    public function handle_contact_us() {
        $this->verify_nonce( 'cf_contact_us' );

        $data = array(
            'name'    => isset( $_POST['name'] ) ? sanitize_text_field( wp_unslash( $_POST['name'] ) ) : '',
            'email'   => isset( $_POST['email'] ) ? sanitize_email( wp_unslash( $_POST['email'] ) ) : '',
            'message' => isset( $_POST['message'] ) ? sanitize_textarea_field( wp_unslash( $_POST['message'] ) ) : '',
        );

        if ( '' === $data['name'] || ! is_email( $data['email'] ) ) {
            $this->redirect( 'invalid' );
        }

        $result = $this->prospects->upsert( $data );

        $this->redirect( is_wp_error( $result ) ? 'error' : 'success' );
    }

    /**
     * Handle the Newsletter form.
     *
     * @return void
     */
    public function handle_newsletter() {
        $this->verify_nonce( 'cf_newsletter' );

        $data = array(
            'name'  => isset( $_POST['name'] ) ? sanitize_text_field( wp_unslash( $_POST['name'] ) ) : '',
            'email' => isset( $_POST['email'] ) ? sanitize_email( wp_unslash( $_POST['email'] ) ) : '',
        );

        if ( '' === $data['name'] || ! is_email( $data['email'] ) ) {
            $this->redirect( 'invalid' );
        }

        $result = $this->contacts->save( $data );

        $this->redirect( is_wp_error( $result ) ? 'error' : 'success' );
    }

    /**
     * Verify the nonce or stop.
     *
     * @param string $action Nonce action.
     *
     * @return void
     */
    private function verify_nonce( $action ) {
        $nonce = isset( $_POST['_wpnonce'] ) ? sanitize_text_field( wp_unslash( $_POST['_wpnonce'] ) ) : '';

        if ( ! wp_verify_nonce( $nonce, $action ) ) {
            wp_die( esc_html__( 'Security check failed.', 'copper-forms' ), '', array( 'response' => 403 ) );
        }
    }

    /**
     * Redirect back with a status.
     *
     * @param string $status Status key.
     *
     * @return void
     */
    private function redirect( $status ) {
        $back = wp_get_referer() ? wp_get_referer() : home_url( '/' );

        wp_safe_redirect( add_query_arg( 'cf_status', rawurlencode( $status ), esc_url_raw( $back ) ) );
        exit;
    }
}

<?php
/**
 * Plugin Name: Copper Forms
 * Description: Sends WordPress form entries to Copper CRM.
 * Version:     1.0.0
 * Text Domain: copper-forms
 *
 * @package CopperForms
 */

defined( 'ABSPATH' ) || exit;

require_once __DIR__ . '/includes/class-client.php';
require_once __DIR__ . '/includes/class-prospect-service.php';
require_once __DIR__ . '/includes/class-contact-service.php';
require_once __DIR__ . '/includes/class-form-handler.php';

add_action(
    'plugins_loaded',
    static function () {
        $client = new \CopperForms\Client();

        ( new \CopperForms\Form_Handler(
            new \CopperForms\Prospect_Service( $client ),
            new \CopperForms\Contact_Service( $client )
        ) )->register();
    }
);