Can you do anything with WordPress?
Should you do everything with WordPress?
Since I’ve already got all my content, commenters, and contact forms stored in WordPress, why not use a WordPress plugin for my CRM?
Well, the truth is, WordPress is a CMS which stands for “Content Management System,” and that’s what it does best. While it’s totally possible to integrate a full CRM system into WordPress too, it’s simply not a good idea.
This way, you get a complete CRM platform with its own interface, and using APIs, your website will communicate back-and-forth with the CRM.
Using the CRM WordPress plugins below, this will all happen automatically behind the scenes. You won’t need to touch any code or do anything very technical.
WordPress CRM plugins
While there are lots more options, these are some of the most popular WordPress plugins for integrating with CRMs.
Every plugin listed below has awesome ratings and has been proven a reliable solution for existing WordPress users.
Here are the top CRM WordPress plugins for your website.
This is one of the coolest plugins I’ve seen in a long time.
Integrations are a constant hassle, and as a developer, I hate working on them. For example, trying to connect a form plugin to a third-party app like a CRM is a huge pain. For starters, you need to be familiar with the WordPress codebase, but then you also have to learn the codebase for the plugin and learn the API for the app you’re connecting too. There’s no quick way to get things working and you’re basically praying that everyone’s code is well-documented.
Enter WP Fusion.
The developers of this plugin have done all the hard work of learning the ins-and-outs of various plugins and APIs, and they give you a simple interface for connecting them. With this plugin, you can integrate eCommerce plugins like WooCommerce or Easy Digital Downloads with any of the supported CRMs or email marketing solutions.
Unlike the other plugins listed here, WP Fusion Lite will take some more time to learn, but it’s much more flexible. I’m sure you’ll find a lot more uses for beyond CRM integration in the future.
WooCommerce is the most popular eCommerce plugin for WordPress and the most-used eCommerce software in the world. Pipedrive is one of the top CRM platforms, so naturally, this is a sought after integration.
This plugin will save you hours of time and prevent the human error you’d have when manually adding contacts to Pipedrive. New customers will automatically be sent to Pipedrive including their full contact details. It even updates contacts in the CRM as the status of their order changes. Plus, there are a variety of other custom fields you can map to Pipedrive. This will help you to keep track of your ad campaigns and how well they’re performing.
One other feature in this plugin is the option to support multiple pipelines. This adds a whole new level of capabilities and allows for lots of flexibility.
Hubspot is a full marketing software suite. They have a CRM platform, email marketing, live chat, forms, and analytics all built-into their platform. Their WordPress plugin has positive reviews and is a good solution for integrating their sales platform with your WordPress website.
The nice thing about this plugin is that it handles all sorts of integrations for you. You can add live chat and forms anywhere on your site, for instance. Both of those integrations can be difficult to add otherwise. You can also view analytics and campaign performance directly in your WordPress dashboard. It’s a great blending of the two platforms.
A lot of WordPress users are using Hubspot’s free tier with the plugin and are having great success. The reviews highlight the ease-of-use of this plugin and describe it as a “pleasant” experience. If you don’t already have a CRM solution to integrate with, Hubspot could be an excellent platform to get started with.
While I prefer the WPForms plugin, there’s no denying that Contact Form 7 is the most popular form plugin for WordPress. It’s currently installed on more than five million websites! And so it’s fitting that this plugin would need a good integration with Salesforce, the most popular CRM in the world.
One nice thing about the Contact Form 7 plugin is that its wide adoption has lead to other developers making integrations. You can find plugins to create totally custom forms and even change the styling, all for free. Then you can add this plugin and map any of your fields to fields you’re tracking in Salesforce.
This plugin is made in a really customizable and smart way. You can integrate as many of your forms as you want and map the fields to any fields in Salesforce. You can even add new contacts as leads or any other stage you want.
If you use Gravity Forms already, this plugin will be a great solution for integrating with Salesforce. This plugin is made by the same developers who make the other Salesforce plugin in this collection, and the integration is just as practical.
When integrating, you can choose to add form entry contacts as new leads, contacts, or cases. Every field in your form can be mapped to an existing field in Salesforce. You can even choose to integrate with your sandbox environment first before sending contacts to your production environment.
Another cool feature in this plugin is that it can send along file attachments. This means that you can add a file upload field to your form with Gravity Forms, and the attached file will show up with any label you want inside your Salesforce dashboard. You can add as many attachment fields and other field types as you want, and integrate multiple forms using this CRM plugin.
Which CRM plugin is best?
The plugin you choose will likely depend on which platform and plugins you’re already using.
If you have accounts with Pipedrive or Salesforce, there are some good options included here. That said, the best solution might be the WP Fusion Lite plugin.
WP Fusion takes a little more work to use, but it can handle a huge variety of integrations. It currently works with Salesforce, Hubspot, Zoho, and AgileCRM, and can connect these CRMs with a wide variety of different plugins.
While WP Fusion is not exactly a CRM WordPress plugin, it can handle that task as well as many other integrations for your site.
Thanks for reading, and if you found an awesome new tool for your site in this post, make sure to share it with someone else you think would like it too.