Foothold America

Employer-of-Record & global expansion onboarding with payments and HubSpot synchronization

Foothold America needed a structured and flexible online checkout platform to simplify their complex multi-stage client onboarding. Calaton Systems developed a custom 13-step responsive solution with dynamic logic, real-time CRM sync, and secure payment integration to enhance efficiency and client experience.

Opportunity

As an Employer-of-Record provider, Foothold America needed a flexible online onboarding solution with conditional logic, progress tracking, and secure payments. A key requirement was seamless, real-time data syncing to HubSpot and the ability to scale to accommodate various expansion scenarios into new markets.

Complex multi-step onboarding logic
Save progress between sessions
Field-level synchronization with HubSpot
PCI-compliant payment flow

Project Scope

Multi-Stage Checkout Development
Conditional Logic Configuration
Real-Time CRM (HubSpot) Integration
Secure Payment Gateway
Responsive Web Application
Data Sync & Storage

Approach

To create a convenient and secure tool for Foothold America clients, we designed a flexible system with multiple integration points. Our focus was on reducing friction for users, automating repetitive processes, and working with data securely.

Solution

Dynamic Conditional Logic
Dynamic Conditional Logic
A configurable if-this-then-that system that shows only the relevant fields and steps based on user selections
Progress Saving
Progress Saving
Data is saved after each completed step, allowing users to continue filling out the form later without losing progress
Real-Time CRM Integration
Real-Time CRM Integration
Direct field-by-field data sync with HubSpot, ensuring consistent and up-to-date lead records
Secure Payment Flow
Secure Payment Flow
PCI-compliant payment gateway integration for safe and streamlined transactions