Do you use WordPress for your website and digital management? Do you use Salesforce as your Customer Relationship Management (CRM) platform? Considering WordPress is the world’s most popular Content Management System (CMS) and Salesforce is the most-used CRM, the answer to at least one, if not both, of those is probably yes. When you combine the two, what you have is a powerful force helping you usher your customers from browser to buyer. Before you can unlock their full potential, you must figure out how to do it, or use WordPress Salesforce integration.
WordPress is low-cost (it’s free, but you do have to purchase a domain and hosting plan), easy to use, and adaptable to help you design a polished website and user-friendly forms. Salesforce helps you store and segment your data, document and manage your customer touch points, identify opportunities, and measure your success. It also supports collaboration with your team and improves productivity. If WordPress helps bring them to you, Salesforce helps build your connection and make the sale. Without WordPress Salesforce integration, you have these sophisticated tools with critical information, but they aren’t talking to each other and sharing their knowledge.
The Benefits of WordPress Salesforce Integration
WordPress Salesforce form integration means that every time a visitor fills out a contact form, subscribes to your newsletter, purchases a product, donates to your organization, or registers for your event, that information is saved in your customer data. What is Salesforce in WordPress? WordPress Salesforce integration not only syncs your data from your site, but it could allow you to use your Salesforce data to keep your site current and personalize your visitor’s experience based on what you already know about them.
WordPress Salesforce Integration Solutions
Can Salesforce integrate with WordPress? Of course! The real question is, “How do I link my WordPress site to Salesforce?” or really, “What is the way that is going to be best for your business needs?” There are many options, each requiring varied cost and technical savvy. Here are some of the most popular:
- Web to Lead Forms: How does Salesforce integrate with a WordPress form? Integrating a WordPress form to Salesforce is simple with Salesforce’s Web to Lead function with a setup wizard to help you create a form and provide a link you can embed on your site. When a user fills out the form, it automatically creates a Lead object in Salesforce. It’s easy to do, and already included in the price of Salesforce. But it has limited functionality.
- Form Builders: WordPress Salesforce integration with form builder plugins gives you more flexibility to capture data not just in the form of leads, but as objects and custom objects as well. With added functionality comes a greater cost and effort, with licensing costs ranging from $50 to $300 per year. Form builders also require add-ons to integrate into Salesforce. Some of the more popular platforms include Ninja Forms, Gravity Forms, Brilliant, Zapier, and WP Forms.
- Advanced Form Builders: Think of these as luxury form builders. They carry a heftier price tag ($1,000 to $8,000 per year) and require more work. But they allow you to collect more complex data with your forms. Many of them allow not only for WordPress to talk to Salesforce, but for it to talk back with pre-filled forms. Some of the more popular platforms include Form Assembly and Formstack.
- Custom Integration: Sometimes to get the most out of your tools, you need to call in the experts. The price will vary on who you hire, but once you do, you get to hand it all off to people who know what they are doing and get back to running your business.
No matter what solution you use, WordPress and Salesforce are a match made in marketing heaven. But you need WordPress Salesforce integration to ensure it’s not a missed connection. At Paradigm, we can help you radically enhance your business infrastructure, improve data analysis, and support profitable decision-making with workflow services and solutions that streamline processes, facilitate communication, ensure uniform deliverables, and integrate technologies like WordPress and Salesforce across your organization. Contact us today to get started.