How To Integrate Your Crm With Your Website

By connecting CRM software with your website, you can expand the functionality of your software, cutting the need to toggle between systems. But, before talking about benefits, let’s quickly understand what CRM and website integration are. To understand the value of CRM integration, we outline six benefits of integrating a CRM system with a website. Automated qualification of leads from your website and social campaigns… There is a quite large roster of CRM solutions on the market today, so you can choose the one that works best for you.

  • Based on the online reviews, some users love it, while other people prefer other options.
  • However, some businesses only need the bare minimum, while others require advanced field customizations and powerful integrations.
  • CRM integrations give you a holistic view of customers across various kinds of departmental information.
  • Each contact has its page views marked for you to check back and see how they interact with your website.

Keep in mind that Presspoint is a CRM for serious businesses with cashflow. It’s a simplistic tool for collecting lead information and placing that information into a database. The mobile support is strong, but you shouldn’t expect any advanced designs to start off with. UpiCRM is a completely free WordPress CRM and lead management solution. This is a fairly new plugin, but it’s already turning out to be very popular, with respectable ratings and a few thousand installations. The customer profiles have Google Maps integrations so you can see a map of where the person is from and get directions.


It packs an incredible list of features into the CRM and you receive top-notch customer support. Zoho CRM doesn’t have an official WordPress plugin, but there are several third-party WordPress plugins to help you integrate with the affordable and powerful Zoho CRM tool. Zoho is known for its comprehensive suite of marketing and business management products. It’s similar to Google Workspace, as it offers email accounts, CRMs, invoicing, document storage, and more.

The account and contact management elements offer customer communications, internal discussions, and connections to social media sites. This CRM plugin allows you to collect leads through your WordPress site and feed them directly to your Salesforce account. Previously, users had to endure the arduous task of copying and pasting information from one program to the other.

The WooCommerce functionality also allows you to instantly send abandoned cart customer information to your CRM. So, it’s much easier to run a membership site seeing as how this plugin organizes your membership data in the CRM. The plugin utilizes shortcodes to make this a seamless process, with options for the shortcodes to be placed in areas like posts, pages, and widgets. The plugin works with most contact forms, so you can decide on the plugin you like the most and connect it to this plugin. The Lead Form Data Collection to CRM plugin solves this problem for some of the most popular CRMs on the market and WordPress websites.

I Dont See One Of My Preferred Tools On This List What Can I Do?

And most likely you’ll need to hire specialists to tweak your system and maintain it stable. You can choose a solution like Salesforce, which integrates with a bunch of CMS automatically, but costs quite a sum annually. Your employees what CRM integration will most likely be able to install and configure the software themselves and you will have provider’s support if need be. Your new integrated system is launched and then further refined and optimized as you grow within the platform.

For instance, you could opt for other plugins for WooCommerce or a customer service agent option. The developers have provided a full free demo on the WordPress Repository page. It’s also important to note that the Pro Version supports a handful of currencies, including USD, GPB, and EUR. This works nicely for sending out invoices to the contacts in your CRM, regardless of where you’re located and running your business. For example, the smart search and filtering tools work wonders when it comes to finding contacts in a flash. We also like it for those who want to sell items and events through their CRM.

crm integration with website

The reports and analytics are clean enough so that everyone can understand them, but they’re also rather powerful compared to some of the competition. If you use WooCommerce to sell anything from your WordPress site, you’ll want to take a look at the premiumWooCommerce CRM plugin. You’re able to redirect all new contacts to another page after they’ve submitted their contact information. It doesn’t matter where the contact is created since it all gets synced back and forth between the programs. Create custom modules for the Zoho CRM and allow for attachments and tags on all contacts.

The CRM plugin comes with a free form builder that will capture your visitors’ submissions and automatically sync them with the CRM. And even if you’re using a different form tool like Gravity Forms or Ninja Forms, those leads will automatically be added to your contact list. Decent customer profiles let you more effectively oversee and target marketing campaigns. At the same time, your website integration facilitates you to track the efficacy of these campaigns through customer response and conversion rate. Sugar CRM is a commercial open source application whose primary deliverable is to build and maintain relationships with the customers.

How To Integrate Your Crm With Your Website

Quite a few apps are also available for you to use with Bitrix24 CRM. Some are free, while others require payment. A few of the apps we took notice of include the Events Calendar, ClickSend SMS, and CallingBot24 apps. Many of the apps seem to tie right into client management, where they’re designed to either help a salesperson become more productive or for analyzing data about your customers. It doesn’t matter how big your business is since Salesforce is useful for incorporating all sorts of sales and customer relationship tools into your business. Overall, we like the CRM as an all-in-one solution that helps viable businesses scale fast.

crm integration with website

Finally, developers may find this plugin useful, since you can customize just about every element of the forms and databases. Your customer lifecycle is documented for you to access at any time in your WordPress dashboard. You simply go to the Status section and mark whether that person is a customer, prospect, follow-up, or whatever labels you decide on. The plugin also integrates with many popular CRMs, including Salesforce, SugarCRM, and Freshsales. Developer tools are provided for you to integrate with CRMs that aren’t officially listed on the plugin website. As an example, this plugin supports options like Vtiger, Freshsales, SugarCRM, Salesforce, and Zoho.

Some other small touches like automatically sending a thank you email or an acknowledgment of receipt can once again make your customers feel happy that their query is being responded to. This also leads to enhanced productivity as it gives your team ample time to work on other tasks. You can effortlessly receive and share data between your website and other systems with website integration to save time. HubSpot CRM is again one of the more popular and also a leading CRM which is currently available on the market. The CRM is also a certified, premier Google partner, and is a solution that suits well all niches and industries.

Benefits Of Integrating Your Website With Your Crm

Importing and exporting are non-restricted, meaning you can import and export anything you want. This is unique to Groundhogg since so many database programs try to make it difficult to export your data or maintain ownership of your lists. The over 16 extensions focus on conversions and lead generation like Payments, Social Proof, and Appointment Bookings. You can integrate with many WordPress plugins like WooCommerce, Gravity Forms, and LMS plugins like LifterLMS. Custom followups are available for sending out messages to people who need reminders. An example of this would be reminders about events, invoices, or appointments.

It’s kind of like an ecommerce tool and customer management tool in one. As for pricing, the plugin is sold as a SaaS with a sales team ready to walk you through a demo and give you pricing. This is an old school way of doing things, but we do like the software, so it may be worth it for you.

crm integration with website

This doesn’t mean every CRM in the world can link to the plugin, but there’s a good chance you could make it work, depending on the CRM. Manually send any data of your choosing from your WordPress dashboard. For instance, any contact information that comes through a form can be chosen by you and sent to Zoho. The plugin includes a geolocating feature for instantly grabbing location information.

Another benefit of CRM integration with your website is that you get one single valid data source on each customer contact. Website integration can be as easy as importing an excel spreadsheet of inventory or as complex as CRM solutions- like Sage or Salesforce. Website integration is a connecting thread that integrates disparate computer systems by interlinking a website with third-party systems. In a nutshell, CRM is an application developed to help you and your website organize all of your data on your prospects or customers. A CRM system is a central place where companies can store prospect data, track consumer interactions, and share this data across all departments.

The vCita CRM also provides a mobile interface for running your business on-the-go and checking in when customers need your help. For companies that want the simplest CRM possible, this is an interesting option. You can create contacts, add tags to those contacts, and build forms with custom fields.

Sugar Crm

After the integration process is completed, you will receive a robust and powerful tool that will help you manage your customer base better in order to meet their needs. This is why many business are turning to Anypoint Platform for CRM integration. This connectivity platform enables businesses to easily integrate CRM systems with any application within their system––from POS to ERP systems.

The WP smart CRM & Invoices WordPress plugin is built as a customer archive grid, making for a clean and manageable CRM system for all users. Presspoint has ecommerce features for selling physical and virtual items. It’s all done through a one-page module, allowing you to accept payments and donations from contacts. It’s possible to integrate with autoresponders and email sending platforms like MailChimp. There’s no need to copy and paste your entire contact list or work with too many windows.

Some of the free elements include company information management, location tools, and a holiday calendar. You can also create contact groups and make notes in your customer profiles. To understand CRM integration, we must first address the role of these systems in an enterprise.

There’s a one-click feature for making contacts within a few seconds. It doesn’t finalize your contact log, but it does the trick for getting essential information while on a sales call. The WordPress CRM Plugin offers a fully-featured CRM that goes right in your WordPress dashboard. It’s free to download and use on your site, with the option to expand with paid addons like Zapier, WooCommerce, and Invoicing extensions. Finally, you may be able to completely get rid of your accounting software with the WP ERP plugin, seeing as how it has one built-in. The CRM activity report is great for seeing how your company grows and if your services are helping out clients.

Leave a Comment

    Your Cart
    Your cart is emptyReturn to Shop