How to Add a CRM to Your WordPress Site and Get More Leads

Are you finding a way to add a CRM to your WordPress site?

Adding CRM to your WordPress helps you efficiently manage customer interactions on your site and follow up with leads.

This write-up will tell you how to add a CRM to your WordPress site and get more leads.

What Is a CRM?

CRM stands for Customer Relationship Management software. It easily manages customers’ interactions with your business.

A CRM allows you to track the user journey of each website. It keeps a record of previous interactions and successfully transforms leads into customers.

Many CRM solutions let you store customer information in the cloud to track and manage customer relationships with an easy-to-use dashboard.

We suggest using HubSpot. It is the finest CRM software in the market and can be efficiently integrated into your WordPress site.

HubSpot allows you to grab customer information with forms, email service providers, chatbots, and more.

One benefit of this is that it integrates with all popular third-party tools that you may be already using to grow your online business.

Above all, it is very easy to use, even for beginners who haven’t used a CRM before.

Now, let’s move to adding a CRM to your WordPress website easily.

Adding a CRM to Your WordPress Site

To start, you have to sign-up for a HubSpot CRM account.

After signing up, you have to connect your HubSpot CRM account to your WordPress site.

First, Install and activate the HubSpot plugin. You can see our step-by-step tutorial on how to install a WordPress plugin for more details.

After activation, the plugin will add up a new HubSpot menu to your WordPress admin dashboard. Once you click it, it will bring you to the setup wizard.

Now, click on the ‘Sign in here’ link at the top.

A popup will arise where you have to enter your HubSpot login details. You can choose your website and click on the ‘Continue with this account’ tab.

The plugin will now connect your WordPress website to your HubSpot CRM account.

Collecting Data in Your CRM on WordPress Website

HubSpot CRM comes with in-built tools to gather customer data on your WordPress site and add it to your contacts list. It includes forms, email, and live chat.

To create forms, visit HubSpot » Forms page and click on the Create Form tab.

If you are already using a form plugin such as WPForms on your website, then HubSpot will detect those form submissions automatically and add them to your contacts.

Likewise, To create a live chat widget, visit HubSpot » Live Chat page and click on the ‘Create a chat flow’ tab.

You can also integrate other top live chat software with HubSpot if you want to use a different provider. It will start populating your contacts list from your live chat conversations automatically.

Also, You can bring in your contacts from your existing email marketing service provider. For this, visit HubSpot » Email page and select your email service provider.

Moreover, You can manually add contacts by going to HubSpot » Contacts page and selecting the Create Contact tab.

Use HubSpot CRM to Manage and Nurture Leads

Once you add leads from your WordPress site to your CRM software, you have to manage your business’s interactions with them in the next step.

Click the Hubspot menu from your WordPress dashboard and click on a contact name to edit it.

You can see a detailed view of all interactions and the user journey leading to the form submission.

You can allow the contact to a team member, create tasks, schedule meetings and calls, send and track emails, and more.

All the above interactions will automatically be tracked and recorded into your CRM software.

Also, You can set a status for a contact on the basis of how far along they are in your sales funnel.

For example, you can mark the status as lead, customer, opportunity, potential lead, and more.

Using Third-Party Tools with Your CRM

HubSpot provides a good set of tools to track contacts, collect leads, and manage customer relationships. But, you might want to use other third-party tools for lead capturing and conversion optimization.

The Plus point with using HubSpot is it can work with many of the popular marketing tools. You can use the few following most popular marketing tools with your HubSpot CRM.

1. WPForms

WPForms is the finest WordPress form builder plugin that can create lead capturing forms for your WordPress website.

This offers user journey tracking, payment add-ons, and many advanced features that are not included in the default HubSpot forms.

For instance, you can use the form abandonment feature to capture leads even when a user doesn’t finish filling out the form.

Also, WPForms create surveys and polls, multi-page forms, forms with digital signatures, and any other type of form you need for your business.

2. OptinMonster

OptinMonster is the finest tool for conversion optimization. It helps you to capture more leads and quickly grow your email list.

You can create lightbox popups, slide-in boxes, header and footer banners, spin-a-wheel popups, countdown timers, and much more With OptinMonster’s drag and drop builder option.

Besides these tools, you can also connect your HubSpot CRM to many other apps via Zapier.

We hope our tutorial helped you add a CRM to your WordPress site.