Multiweb » UX » Small Business Tips » How to Integrate WordPress with your CRM

How to Integrate WordPress with your CRM

Integrating your CRM with Wordpress can provide a lot more value than you are aware, and it's a lot easier than you think.

The power of integrating your most important web platforms

Whether it’s Salesforce, Zoho, Hubspot, or something else, your CRM is probably critical to your business. While it usually starts with sales, companies depend on their CRM’s for more operational units than ever before.

With the dependence most companies place on their CRM’s, it makes all the sense in the world to integrate your CRM with WordPress. While the term “integrate” is quite broad, this is a topic worth exploring if your company meets the following criteria:

  1. You have a CRM
  2. You have a website built on WordPress

Why would you want to integrate your CRM with WordPress?

1) Support your marketing and sales efforts

You may not even realize it, but your WordPress website is likely the number one way your leads and prospects interact with your content. Integrating the two platforms enables you to respond faster, segment your leads better, personalize your drop campaigns, and empower your automation.

WordPress + CRM integrations options include:

  • Embedding a standard web-to-lead form
  • Using a WP Plugin (like this one for Gravity Forms and Salesforce)
  • Sending visitor data, such as pages viewed, through hidden fields
  • Integrating your Analaytics platform with your CRM

2) Streamline your support

Whether you use your CRM for tracking support requests, or if you have a separate support tool (that is already integrated with your CRM), most support requests start at your website. Here are some ways to integrate the two for a better user experience:

  • Host your knowledge-base right in WordPress
  • Embed your live-chat support right on your WordPress site
  • Create support request forms within WordPress

3) Creating a user portal in WordPress for Operations

In support of any deal, you may have contracts to work through, payments and invoices to process, and some sort of delivery of goods or services. These processes require quite a bit of back-and-forth between your company and your customers.

Building a customer portal is much easier, and the results are usually much better, with WordPress. The end results is a single platform your customers can log in to and get these processes out of email, text, Google Docs, etc.

Among the options, you can leverage a WordPress customer community to provide the ability:

  • For your customers to view invoices,
  • For your team to work through contracts with customers
  • Sharing onboarding documents

Have some questions about how to integrate your CRM with WordPress?

Feel free to shoot me your questions. I spent 5 years leading the web department for a Salesforce Consulting firm. So I have a lot more insight than I could put in a single blog post.

I’m always happy to talk or answer questions over email.

Good luck,


Thanks for reading! Feel Like Sharing?

Could your business benefit by improving your UX?

Use our self-diagnosis to determine how much value UX optimization could bring to your company.