So here’s the situation: You’d love to build your new website in an open source platform like WordPress because of its many features and cost benefits. On the other hand you’d like to use enterprise grade marketing automation platforms like Salesforce and HubSpot. While both Salesforce and HubSpot offer Content Management Systems, another solution is to use WordPress for what it does best - content management - and Salesforce or HubSpot for what they do best - pulling leads through your marketing funnel. Here are three ways to integrate your lead generation efforts in your marketing automation platform with Wordpress.
1. WordPress-to-Lead for Salesforce CRM
While we could always manually place Salesforce HTML forms in WordPress, they’ve released the Web-to-Lead for Salesforce plugin, which now makes it even easier. Simply install the plugin, create a form using the built-in form generator and then you can deploy the form into the main content area of a page via shortcode or you can put it into one of your sidebars using a widget that the plugin comes with.
For more information and installation instructions, visit the official plugin page at:
2. HubSpot for WordPress
In addition to providing lead capture functionality, the HubSpot for WordPress plugin also incorporates HubSpot dashboards directly into the WordPress backend eliminating the need to be logged into multiple sites. In this case, we’ll still be using the Form Manager in HubSpot to generate new form code snippets that will then get inserted into the HubSpot plugin. We then have the ability to place forms wherever we'd like using shortcode. For more information and installation instructions, visit the official plugin page at:
3. The Free Way
While both Salesforce and HubSpot provide a wealth of features beyond basic lead capture, here is one technique that provides automated lead capture without a monthly fee. The WordPress plugin that we’ll use is called Contact Form 7.
In addition to getting leads automatically sent to your inbox, Contact Form 7 also allows you to setup auto-responders. However it’s not fully effective until you install the “Contact Form 7 to Database Extension”, which enables all the leads to be captured in a permanent database that lives on your web server. The extension comes with a basic interface to the manage these leads. For more information and installation instructions, visit the official plugin page at: