Integrate CRM with WordPress website.

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Posted on by RamyaNair

Hello,

My requirement is I need a CRM that can track leads from my different wordpress landing pages and websites. The user may come from facebook/linkedin and source it should track that original source of the user. For example, if the user is going through Facebook and he/she see our ad then the user will click that and come to my website and submit the form so I want that user to be created as a lead in CRM and track the source of the lead was Facebook.

Can anyone please help me in doing this? I am new to CRM.

Thanks.

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Answers (1)

Naveen Ganeshe 3,393 User Group Leader on at

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RE: Integrate CRM with WordPress website.

I am not sure If it automatically does that. We have to set the source from the form
RamyaRNair 10 on at

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RE: Integrate CRM with WordPress website.

But that should be tracked automatically right?

I mean in the hidden field how I can populate the user's source. I would not know from where the user is coming
Naveen Ganeshe 3,393 User Group Leader on at

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RE: Integrate CRM with WordPress website.

I think you can put one hidden field for source on the form and populate that value
RamyaRNair 10 on at

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RE: Integrate CRM with WordPress website.

Hello Naveen,

I used this plugin for my website and submitted the form. It is creating lead inside my CRM but it didn't tracked the source.

Can you please you/anyone help?

Regards,

Ramya Nair
RamyaNair 5 on at

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RE: Integrate CRM with WordPress website.

Ok I will look into this.

Thank you so much for the support.

Regards,

Ramya Nair
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Integrate CRM with WordPress website.

Then I think you can use this plugin: wordpress.org/.../
RamyaNair 5 on at

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RE: Integrate CRM with WordPress website.

I am using Contact Form 7 plugin for my forms.

Regards,

Ramya Nair
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Integrate CRM with WordPress website.

You can take a look at gravity form integration with D365: www.gravityforms.com/.../

If you are also using the Marketing module, you can embed the marketing forms in your WP Site. Here the link for this: docs.microsoft.com/.../embed-forms
RamyaNair 5 on at

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RE: Integrate CRM with WordPress website.

Ok thank you for that. But, it is untested with my WordPress version.

Is there any other way to do this integration?
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Integrate CRM with WordPress website.

I don't think they have any premium version. It's an open-source plugin.