A website is not just used for presenting visitors with your business information, if used right it is a powerful tool for generating leads. However, capturing and managing that data is a great challenge. With WordPress Salesforce integration, you seamlessly connect the WordPress website with Salesforce.
WordPress Salesforce Integration means a sync of all these leads that directly show in the Salesforce dashboard, this makes lead tracking much easier for sales teams. All records stay in one place. This is crucial to sync all records, make sense of how many materials worked well, and which form worked well generating the greatest number of leads.
Salesforce integration
Salesforce integration means integrating business applications into the Salesforce platform to make it one holistic platform for all business operations. Each application that is integrated can be anything from data, business logic, or presentation to security layers all of which are possible targets for integration. For instance, the connection of these external sources assists in managing orders and inventory, emails, payments, fleet, and more. The data can move to and fro between Salesforce and the integrated applications.
After integration that data flows to Salesforce when an external system initiates contact with Salesforce and also can flow when Salesforce contacts an external system. This happens at all levels when a user or an application requests data. The data is also encrypted to keep it secure.
Basic Integration architecture
The integration architecture is how the systems will be connected. These are:
- Point-to-point, where each system is directly connected to the other system.
- Hub and spoke integration, where every system connects to a central hub and data transfer happens from a single point.
- Enterprise service bus where it is distributed across various adapters and offers a high level of scalability.
Ways of WordPress Salesforce Integration
Lead generation
Whenever a new visitor visits the website and views a few products we call it a lead. If they have viewed a product more than once, we capture their interest in it. The same is the case with adding things to the cart. If a visitor abandons the cart, we can send them an email to make a purchase in 24hrs where we’ll be offering them a 20% discount. All this can be tracked through the Salesforce CRM where the lead generated and all its interaction is saved.
Contact management
After forms are integrated with the website, whenever someone fills it, it automatically creates a new contact in the CRM. The sales and marketing teams can efficiently then manage all contact history, details, and communication.
Case Creation
As soon as a query comes into your customer support or service inbox, a new contact is instantly created in Salesforce CRM. This eradicates the need to manually create contacts in CRM and keep them updated.
Improve efficiency with Analytics
Efficiency can be enhanced when data is put to use. With Salesforce CRM we get detailed data analysis. The visitor data, customer profiles, buyer persona, and everything related to visitors will be used to enhance buyer persona, improve outreach strategy, and serve customers better.
Collect files
Website form management also requires us to skillfully handle the attached documents to keep them securely and aptly attached to the form. CRMs can proficiently collect files and keep them synchronized with the relevant form submitted from the website.
Feedback and surveys
Post-event, feedback and survey forms can be effortlessly created to collect responses. When WordPress is integrated with Salesforce, it can automatically send feedback, registration, and application forms to visitors and then store data in Salesforce.
Enhanced Marketing Effectiveness
Website visitors can be segmented to run targeted marketing campaigns. Additionally, you can deliver personalized website experiences which are based on customer data stored in Salesforce, these include displaying relevant content or product recommendations.
Increased operational efficiency
Uninterrupted data synchronization of Wordpress and Salesforce eliminates the need for manual data entry saving time, and reducing errors. To further enhance the working, you can automate workflows using Salesforce automation tools. For example, whenever someone makes a purchase or fills out the contact form, you send them an automated acknowledgment email.
Quick Guide To Setup Integrations With Plugins
There are various forms of Salesforce WordPress plugins available that you can use to seamlessly integrate WordPress with Salesforce. These include
Zapier
Zapier is a third-party connector that connects WordPress tools with Salesforce for CRM Website Integration. The process is simple, pick a trigger like a form submission and pair it with an action like an acknowledgment email.
Forms Integrations
WordPress forms using WP forms can be created on the website. These allow Salesforce to capture and sync lead data received from the website into Salesforce.
WordPress Plugins
WordPress also offers plugins having functionalities that take data from the website and move it to Salesforce. Different types of plugins allow for different features to simplify the process.
Custom Plugins/ Extensions
There is always an option to build custom plugins and apps that enable a certain functionality for specific integration needs. Although it does require the technical expertise of CRM expert developers to create custom plugins. It is also time-consuming but might be essential if your required integrations are not found.
Best Practices for Integration
The following best practices are adopted to ensure flawless WordPress Salesforce integration.
- Data mapping is important for seamless CRM Integration.
- Data security should be maintained for data transfer between the two platforms.
- Thorough testing of integration to ensure data accuracy and resolve any issues.
- Maintenance and updates of the integration are ongoing to ensure smooth functioning.
Final thoughts
Integrating WordPress with Salesforce is essential for transferring data from your website to Salesforce. This data can be collected through various integrations such as Zapier, forms, custom plugins, and more. A seamless CRM integration with a website allows you to generate leads, manage contacts, create cases, collect files, improve marketing efforts, gather feedback, and boost operational efficiency.
By adhering to best practices for data mapping, testing, and updating integrations, you can significantly enhance your business operations, streamline lead generation, and improve overall efficiency.
To effectively implement WordPress and Salesforce integration, consider seeking help from CRM experts. RT Dynamic offers a team of experienced CRM developers who can assist with CRM implementation, integration, customization, development, and more. Reach out to us, and we can collaborate on tailored WordPress Salesforce solutions.
