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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Integrate CRM with Wor...
Customer experience | Sales, Customer Insights,...
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Integrate CRM with WordPress website.

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Posted on by RamyaNair 5

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.

  • Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    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 Profile Picture
    RamyaRNair 10 on at
    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 Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Integrate CRM with WordPress website.

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

  • RamyaRNair Profile Picture
    RamyaRNair 10 on at
    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 Profile Picture
    RamyaNair 5 on at
    RE: Integrate CRM with WordPress website.

    Ok I will look into this.

    Thank you so much for the support.

    Regards,

    Ramya Nair

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Integrate CRM with WordPress website.

    Then I think you can use this plugin: wordpress.org/.../

  • RamyaNair Profile Picture
    RamyaNair 5 on at
    RE: Integrate CRM with WordPress website.

    I am using Contact Form 7 plugin for my forms.

    Regards,

    Ramya Nair

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    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 Profile Picture
    RamyaNair 5 on at
    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?

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Integrate CRM with WordPress website.

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

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