CRM Integration & WordPress

Your organization’s website is often the first place that prospective customers visit to learn more about your company. It’s also one of the easiest ways for you to gain important lead data on potential customers. Whether subscribing to a newsletter, registering for an event, or asking for more information, potential customers willingly fill out forms through your WordPress site, and in turn, help you speed up your sales process.

Integrating WordPress and Salesforce Helps You Make More Sales, Faster

Integrating your WordPress site with your Salesforce or Hubspot platform significantly helps increase your sales velocity. The term” “sales velocity” refers to a measurement of how quickly transactions move through your pipeline to generate revenue.


By integrating WordPress with your CRM, your website will draw more traffic, convert more visitors into leads, and help you transform those leads into customers.


Here’s how:

Integrating WordPress and Salesforce attracts more qualified visitors to your website. 

Your CRM can help you gain holistic insights into buyer personas, i.e., the types of people who are visiting your website and/or buying your product or services. What kinds of information are they seeking? What questions are they asking? Your CRM can help answer these questions and more – like their goals, pain points, and objections, as well as provide key demographic data. You can also set up your WordPress forms to automatically transfer lead data into your CRM. With this data, you can create more relevant, SEO-designed content with those potential buyers in mind.


Wordspress plus Salesforce convert more visitors into qualified leads.
You have more eyes on your site now so it’s time to find out who they are by capturing their contact information. Integrating WordPress with your CRM automatically collects information from landing pages, newsletter signups, calls-to-action, and so on, so that your CRM can provide you with the details you need to make the sale. This also helps you know which leads are serious about buying so you know where to focus your time and energy.


Integrating your website with Salesforce helps turn leads into customers. Studies have found on average it takes between 7 to 13 touches to turn a lead into a sale. Your CRM can help you automate many of these touchpoints through email campaigns, newsletters, etc. Your CRM can also help you identify where in the buying process the lead is, so you can deliver the right message at the right time.
Increase Upsells and Cross-sells. The sales velocity for repeat customers is typically much faster and more efficient than for bringing in brand new leads. With your CRM and WordPress working together, up-sales, cross-sales, and repeat sales can all be improved through smart automated marketing strategies.


Finally, by integrating your website with Hubspot or Salesforce, everything you need to administer robust inbound marketing campaigns is available in one convenient location.

CRM solutions that deliver quality for your customer

Let Us Help You Get Started!

Whether you are considering investing in a CRM, or need help customizing or maximizing your current Salesforce or Hubspot CRM for your organization’s specific needs, we at WhiteRock are here to help. Simply click the button to provide some basic information so we can determine the best place to begin for you, and someone from our team will reach out to you as soon as possible.