Why Do We Need To Integrate WordPress With Salesforce?

  • By Harshal Shah
  • 06-12-2021
  • Salesforce
salesforce wordpress

Salesforce is one of the most popular CRMs in the market. Salesforce offers various tools that help in storing and organizing the sales of the company and crucial data for the company. If this data is connected with your WordPress website, it becomes even more valuable. You can hire salesforce app development services.

If we talk about WordPress then, it is a free and PHP-based open-source content management system that works with a MySQL or MariaDB database. It is also a robust Content Management System (CMS). All the businesses focus on lead generation very much, whether they are small or big. However, sometimes it becomes difficult to decide the best way to generate leads for WordPress websites. Here the role of Salesforce comes in. It is a top solution that makes lead generation simple.

In this post, we will share with you some of the major reasons why you should integrate WordPress with Salesforce.

8 reasons why you need to integrate WordPress with Salesforce

1. To track ‘Logged-in’ user activity
If you want to know the most trafficked areas of your website, then you can just set up 'logged-in' user page tracking to save user page history to a custom Salesforce Object. If you are hosting your WordPress website, then tracking the users may become difficult and require more resources. And, depending on how your web hosting service charges, you may find yourself in a costly situation. So, in comparison to that, Salesforce integration is a reliable and efficient way to track the activities of the customers.

2. User management becomes easy
Maintaining a consistent user database requires syncing your WordPress users with your Salesforce CRM. You can set up basic WordPress functions like site registration, to develop new leads in the database of Salesforce from WordPress. You may also sync fields between the two apps so that everyone in your firm has access to the same information.

When you integrate WordPress with Salesforce, you can dynamically sync the account status of your users. This helps you to label your leads as customers and automatically update them with the customer tag in Salesforce. Later, you can give them access to the ‘customer only’ section of the website. This will reduce the burden on your sales team.

3. Convert the form submissions into leads
The WordPress integration with Salesforce allows you to convert form submissions to leads. The filters of WordPress allow you to send the form data to Salesforce and track the performance of the form in CRM. It will help your inbound marketing team.

4. Build a product catalogue or eCommerce store
There are many ways in which you can import your product database into Salesforce CRM. However, there are only a few ways to keep that data synced with the external eCommerce store, also, there are some unique solutions available. Any adjustments to your eCommerce workflow or database may be nullified by these off-the-shelf solutions.

A custom integration includes a full eCommerce solution that records everything, like stock quantities, sales, and other sales data in the database. If you have the past purchase data in Salesforce, then it will help in targeting customers for new items and promotional campaigns.

5. Content management becomes easy
When you combine the capabilities of WordPress and Salesforce, you may get a better experience of content management. You can also sync the fields of both of them for smoother functioning. This is one of the major reasons why you must integrate WordPress with Salesforce.

6. Custom object integration
WordPress and salesforce both are enriched with their own custom objects which can be easily integrated. This will lessen the burden and allow you to look to new things that can be good for your business. You can also hire Wordpress development services.

7. Track campaign ids
Integration of WordPress with Salesforce allows you to track the users who have registered on your website with the sales campaign. You can add any person who submits a particular form to the Salesforce campaign. Apart from this, you can also target particular website activities that you wish to track. For e.g. you can keep a track of the number of blogs a user views in each product category. Likewise, you can create many custom actions and track them. Just make sure that you have a specific marketing or sales goal in mind you can align these custom actions to.

8. Experience new features
There may be so many features and functionalities that you were missing when you were using both platforms individually. But after the integration, you can experience many new ranges of features that can be helpful to your business and can help the future of your business.

Conclusion
In conclusion, we would say that integrating WordPress with Salesforce is very beneficial for you in many ways. There are also many reasons why the integration of these 2 platforms becomes important for the business, of which some of the major ones we have mentioned in the post as well. So, looking at these reasons, we can surely say that the integration is extremely beneficial for the business. So, you must also consider integration of WordPress with Salesforce.

Share It

Author

Harshal Shah

Harshal Shah has countless experiences in the field of Information Technology. Also, he is the CEO of Elsner Technologies Pvt Ltd: Beacon Development company in the USA that offers various Beacon and mobile App development services to clients across the globe. Mr. Harshal is a huge tech enthusiastic person who has written major & genuine articles as well as blogs on topics that are relevant to various CMS platforms.