Thanks to the Internet, businesses can gain access to specialized software solutions. This software is hosted online. Therefore, they are accessible to businesses all over the world. Two of the most famous software solutions for businesses today include the WordPress CMS and the Salesforce CRM. WordPress is ideal for managing your business website, web application or web portal. Salesforce assists you to create better relationships with your customers and increase revenue for the business. Interestingly, these two software solutions can be combined using special applications. How is this done? Read on.
How to Integrate Salesforce and WordPress
This type of integration is performed using special applications. They have been built by highly skilled and talented WordPress developers. They are available in the WordPress Plug-In Application Store. Some of them are free while others are premium and must be purchased prior to use. Here is more about them.
Here are the premium integration applications
These ones have a multitude of features. Therefore, they are available at an affordable fee. They include:
- Zapier
- Snap Logic
- Click & Pledge Faas
- Visualforce
- Salesforce API
When visitors go to your business website and browse through it, their activities can be recorded for future reference. These actions are known as webhooks. Data about webhooks can be very important to your business. These premium applications have the capability of capturing, collecting and channeling webhooks from a WordPress website to your Salesforce CRM. Once it is in the CRM, this data can be used to create cases, contacts, leads and identify opportunities. As indicated in the Salesforce github, this data is a goldmine to a modern business.
Sometimes, a business needs to get deeper information from their website. The Visualforce and Salesforce API applications are able to achieve this because they are far more flexible and can decipher complex sets of data. In addition to that, they have special features. These include:
- Create lists of contacts automatically
- Identify and save leads that require tech support
- Establish accounts and tasks based on the comments in the website
Here are the free integration applications
These ones are not as capable as the premium ones. However, they can still capture data from websites and integrate them into WordPress. They include:
- Gravity Forms
- WordPress to Lead
These applications can capture data from the WordPress website. After that, they can direct them to the Salesforce CRM. They are easy to install and integrate too. Also, you can retrieve data from multiple forms when using these applications.
Conclusion
You can integrate WordPress and Salesforce CRM successfully using both the free and premium applications. The freely available ones are easy to install. The premium ones require some complex processes for them to be integrated successfully in your Salesforce system. Both types help you to gather more information from your WordPress website and channel it to the Salesforce CRM for the benefit of your business.
Bio
Sujain Thomas is a WordPress developer. She was one of the developers who built the applications that can integrate the WordPress CMS and Salesforce CRM. Her skills span a period of five years and are well reported in the Salesforce github. She made a significant contribution to this report.