Salesforce WordPress Integration: Things You Need to Consider

1
Things You Need to Consider while Integrating
WordPress and Salesforce
sales_at_crmjetty.com
WordPress and Salesforce are no less than a
match made in heaven. When you go for a
WordPress Salesforce Integration (WordPress
website with Salesforce as your CRM) lead
generation becomes easy.
www.crmjetty.com
2
sales_at_crmjetty.com Now, the visitors that come
to your WordPress website provide you with their
information in two ways. One, by signing up to
the newsletter and two, by registering for an
event. The task of your CRM is to collect that
information and store the data at one place
enabling you to keep it organized. However, if
you wish to provide your customers with a more
personalized browsing experience and boost
engagement, you need to integrate WordPress and
Salesforce in the best way possible. This can
include anything right from plugins like
Salesforce Portal for WordPress and apps to
customized integrations. Lets know about the
aspects you need to consider in case you go for
Salesforce WordPress Integration
www.crmjetty.com
3
Integration through Apps
sales_at_crmjetty.com
ThirdParty apps are a widely used option when it
comes to integrating Salesforce CRM and
WordPress. You can make use of these apps to
implement certain functionalities. For e.g., if
youre running an email campaign and you wish to
link your emails with Salesforce, you can make
use of a popular email marketing software named
Mailchimp. It helps you to create signup
forms for your website, fetch subscriber details
and shoot broadcast emails with ease. As
MailChimp provides you with an option to
integrate it with Salesforce, it is possible for
you to import your Salesforce contacts to your
list and get an access to the data whenever you
want. You might have to invest a little into
these apps but theyre quite costeffective and
userfriendly.
www.crmjetty.com
4
Robust Form Builders
sales_at_crmjetty.com
Advanced form building tools help a lot when you
want to map form fields to and from
Salesforce. Although these tools have a lot of
features, they can burn a little hole in your
pocket. They help you to conduct complicated
tasks like prefilling the fields in the form.
The only drawback is, it can get difficult to
use them as it might ask for strong coding
skills or advanced Salesforce knowledge. If you
are looking for a tool that doesnt need coding,
go for FormStack. It helps you to create
mobilefriendly surveys and forms. The best part
about FormStack is the native form builder for
Salesforce which enables you to set up forms with
the help of a drag and drop design.
Userfriendly and robust, at the same time!
www.crmjetty.com
5
Custom Integrations
sales_at_crmjetty.com
Complex requirements ask for a complex solution.
And this is when you need custombuilt
forms. Through custom built forms, you can enable
your customers to update their payment details
or create a searchable database. Now, crafting
these solutions asks for a detailed knowledge of
API and development skills for which you might
have to hire an expert to help. Although
obtaining this service can prove to be
expensive, you wont have to spend on licensing
costs and you will have control over the style of
forms and presentation. How to Choose the
Integration That Works?
www.crmjetty.com
6

• sales_at_crmjetty.com
• When you integrate Salesforce and WordPress,
  your lead generation is sure to get better.
• However, the integration plugin you decide to use
  depends on your budget and needs. To start with,
  you can try a simple form builder and figure out
  whether or not you would be able to work around
  it. In case you feel that it isnt flexible, you
  can go for an advanced version or go for a
  plugin customized to your needs.
• If you want to make the most out of your
  WordPress website and Salesforce CRM, you can
  choose to invest into CRMJetty Portals.
• Heres why our portals are the best
• We build Salesforce WordPress Plugin in such a
  way that they take the functionality of your
  product to another level.

www.crmjetty.com
7

• sales_at_crmjetty.com
• To be able to do that, we have put in our best
  efforts and created a portal that surpasses the
  Salesforce features.
• One of the major goals of our customer portal is
  to help you lessen your operational costs by
  offering automation. It also accelerates your
  customer support process.
• Rest assure about the confidentiality of your
  data as we do not fetch any of your data to our
  database and you can host it on your servers.
  Also, there wouldnt be any vulnerabilities
  added to your CRM data.
• Why not get in touch with us and find out more
  about our WordPress Salesforce Customer Portal?
  Book a demo with us now!
• View Source https//www.crmjetty.com/blog/things
  youneedtoconsiderwhileintegratingwordpress
  andsalesforce/

www.crmjetty.com
8
sales_at_crmjetty.com
www.crmjetty.com