Salesforce and WordPress are two of the most popular tools used by businesses and organizations today. While they both have their own unique benefits and features, they can also be used together to create a powerful solution.
For example, Salesforce can be used to manage customer data and create powerful customer profiles. This information can then be used to create targeted content and offers on a WordPress site.
Additionally, Salesforce’s marketing and automation features can be used to drive traffic to a WordPress site and convert leads into customers.
When used together, Salesforce and WordPress can create a powerful solution for businesses of all sizes.
With WordPress, you can create a beautiful, professional website that is easy to update and maintain. And with Salesforce, you can track your leads, customers, and sales data in one place.
By integrating these two powerful tools, you can create a powerful marketing and sales engine that will help you close more deals and drive more revenue. Let’s discuss more what can you do with Salesforce to WordPress Integration.
Website Form Data into Salesforce
By integrating WordPress with Salesforce, you can push data into Salesforce in any object from the web form that you build for your website. Salesforce is a great way to keep all your customer data organized and accessible. I never liked how WordPress stored and displayed data.
The most common use case for Salesforce automation is lead generation from contact us forms. By sending automated emails to both leads and sales reps, you can keep everyone updated and informed about the status of the lead. This process can be triggered by WordPress to Salesforce integration.
Customer Portal
You are using Salesforce to keep track of all customer data, including purchase history, conversations, and products of interest. Now that you have this data, what are your next steps?
We can use this data and Salesforce to WordPress integration to build a self-help customer portal. Customers can see their purchase history and check warranty information.
Additionally, you can show related products, such as printer ink, to customers who purchased a printer last year or show the option to extend their warranty.
By providing this self-help portal, you can reduce the number of customer service calls increase customer satisfaction, and upsell related services with minimum effort.
Real-time Data on the Website
As long as you have everything related to a Product or a Deal in Salesforce, you can use the Salesforce-WordPress integration to allow customers or business partners to track the status of their product. Who is the delivery person and when will they be delivering the product?
You can also show your current stock of products on your website in real-time.
You just need to update things in Salesforce. Everything else can be taken care of by Salesforce to WordPress integration.
This way, you can focus on other important tasks and leave the Salesforce updates to the integration.
Tracking Engagement in Salesforce
Do you know which WordPress page has the most traffic and from which region? This is important information to know in order to better understand your website’s audience and adjust your content accordingly.
Salesforce to WordPress integration is a great way to track which pages are getting more visits and from which region. You can generate reports on this tracked data in Salesforce, which will be useful for making decisions in your business.
Thanks to this integration, you can make your business more efficient and effective!
Tools Available for WordPress to Salesforce Integration
Object Sync for Salesforce
This plugin allows you to map Salesforce objects to be created, updated, or deleted when something is changed in WordPress. It also supports hooks that can be triggered for a specific event.
This plugin may require some configuration and other plugins may be more effective for integrating Salesforce and WordPress, depending on your needs.
Gravity forms
The Gravity Forms plugin for WordPress provides an easy way to add forms to your website, allowing you to create contact forms, quizzes, and surveys with ease.
Further, this can be extended to connect with salesforce by using its extension. By doing so, businesses can take advantage of salesforce’s powerful tools and capabilities to streamline their sales and marketing processes. Additionally, using the extension can help businesses save time and money by automating tasks that would otherwise be manual.
Custom code development
If you have a business use case that you want to solve, but you can’t find an off-the-shelf solution that does exactly what you need, custom code may be the answer.
Both Salesforce and WordPress support APIs and custom code using PHP and APEX. This means that anything you can imagine can be built, as long as you’re willing to put in the work.
Third-party tools
There is a variety of subscription-based, paid integrations available i.e. Zapier, each with differing levels of customizability. These integrations typically sync in both directions, so data can flow from WordPress to Salesforce and vice versa.
The only downside to something like this is the cost over time, and the possible vulnerability of basing an integration on a third party that could, at some point, go away.
Conclusion
In summary, Adds seamless integration between SalesForce and WordPress. More than 1.7 million sites currently use Salesforce.com, and more than half of those companies use WordPress as their primary blogging platform. With Salesforce WP integration, businesses can use WordPress to more effectively market to customers.
Originally published at arrify.com on October 1, 2022.