How to Integrate WordPress CRM in Your Website Quickly

Despite many business departments to focus on, integrating a customer relationship management (CRM) system into your WordPress website can be a game-changer.

As customer relationships are the key to business success, keeping a CRM plugin in WordPress is important to keep up with all the insights you need and get other perks the system offers.

That gets even better with using a plugin that integrates with the right CRM you need. Eventin, a robust WordPress events plugin packs a punch by integrating two of the most powerful CRM software to boost your data-driven decisions and sales revenue. 

In this article, we’ll discuss why you should use a WordPress CRM tool, and how to integrate CRM in the WordPress website.

Let’s take a look…

What is a WordPress CRM?

WordPress CRM tool lets you build and manage a database of existing and potential customers, score the leads, run marketing automation, and manage sales and marketing campaigns to convert your leads into paying customers. 

A CRM in WordPress website tool is pretty much everything marketing automation has to offer. CRM plugin in WordPress comes with valuable insights, it offers a centralized platform to manage your leads, improve customer service, and track customer interactions to convert them.

5 Reasons Why You Should Integrate CRM into WordPress Website

Integrating a CRM plugin in WordPress offers many benefits, but the most important thing a WordPress CRM is better at is scoring and nurturing the leads, with sales opportunities to turn them into paying customers. 

Let’s check out the other 5️⃣ benefits a CRM system in WordPress has to offer:

✅ All-in-one Marketing Dashboard: Integrating a customer relationship management tool on your WordPress website gives a 360-degree experience. You get to organize and manage your audience, categorize and nurture the leads, run automated marketing campaigns, track and analyze customer interactions, and define data-driven strategies to convert your customers with improved customer service. 

✅ Data-Driven Customer Insights: CRM integration in WordPress gives you seamless access to insights and data that lets you have a deeper understanding of your audience and offer them exactly what they need. 

✅ Improved Efficiency: Integrating a CRM plugin in WordPress leaves no room for error, where you get to create funnels, run recurring email campaigns, and automate marketing campaigns without doing anything manually. Also the insights offer you a flawless, data-driven decision to best interact with your customers with highest efficiency. That saves a lot of time and reduces errors. 

✅ Better Customer Experience: Automated tasks like lead tracking and customer interaction help you improve your customer experience through CRM integration in WordPress. But that’s not all, CRM in WordPress helps you give a personalized experience on each customer interaction, leaving the customers impressed with your brand and it helps them stay loyal and increase lifetime value. 

✅ Data-Driven Decisions: A CRM plugin in WordPress gives you unlimited access to valuable insights and makes effective strategies on hand to connect and convert your prospects into paying customers. You can also make informed business decisions, analyze the performance of the marketing campaigns, understand your audience more deeply, and offer them a personalized experience, all perks of data-driven decisions. 

CRM Integration in WordPress Site

Adding a CRM integration in the WordPress website is pretty much easy, and simple but requires attention to detail during setup. Eventin offers 2 CRM integrations for your WordPress websites such as GroundHogg and FluentCRM. Let’s take a look at these popular CRM tools:

▶️ GroundHogg:

GroundHogg is the growing kid in the block with all the easy-to-use features you need to create a CRM in WordPress. GroundHogg offers you a low-code experience with email marketing, actionable marketing automation, activity tracking, reports and analysis, REST API, and over 25+ plugin integrations. GroundHogg swiftly integrates with the Eventin WordPress event plugin so you can run virtual events effectively while ensuring all the marketing campaigns are automated and customers are converted with the best personalized experience. 

▶️ FluentCRM: 

An excellent self-hosted email marketing automation plugin for WordPress, FluentCRM offers you a complete marketing solution in WordPress such as smart contact segmentation, email campaign management, 360 contact overview, marketing automation, email sequencing, and many more.

You can install and automate your marketing campaigns with 30+ integrations with no paid Addons on your WordPress site. Eventin integrates with FluentCRM and makes event management easier with features like email campaign management, email sequence, and track record of customer activities on a particular event. 

How to Integrate CRM in WordPress Website with Eventin

You can easily integrate any CRM in your WordPress website on a whim, but with GroundHogg and FluentCRM, things are way easier. If you’re using Eventin, you can integrate and start working on your CRM on a breeze. 

Let’s move on to see how you can integrate GroundHogg CRM in WordPress with Eventin: 

✋ You’ll need GroundHogg PRO and FluentCRM Pro to integrate with Eventin. 

Why Eventin?

Well, Eventin WordPress event management and event ticketing plugin offers you smooth and easy-to-create event countdown timers on your website with interactive options to choose from using Elementor. Even shortcodes make it easy for you to embed the clock on any page you want.

GroundHogg

Install and activate GroundHogg: first, install the GroundHogg plugin from the WordPress plugin library. After that, activate the plugin to get started. 

Generate API key: Now that the plugin is installed, go to the settings, select API, and select the user you want to create the API key for. Click on generate a new API key and there you go, with a public key, token, and a secret key with an API route. 

Activate the API keys: Now go to Eventin, select settings, go to the integrations section, and select GroundHogg (it’s already there since Eventin has integration with GroundHogg). 

Click on enable GroundHogg and you will see a list of keys collapsed afterwards. Now copy and paste the API keys you generated from the GroundHogg settings and paste the public key, token, and API v3 Route URL, and there you go! 

How long did it take? Not much, right?

FluentCRM

Install and activate FluentCRM: first, install the FluentCRM plugin from the WordPress plugin library. After that, activate the plugin to get started. After that, update FluentCRM into the PRO version to integrate Eventin with Incoming webhooks later. 

Create a new contact list in FluentCRM: Now head over to the contacts click Lists on the menu, and then click on Create List. Fill up your information, see your title as a slug on the right box, and click confirm.

Generate Incoming Webhooks: Now please head over to Settings, and then click Incoming Webhooks. The new option to create a webhook will appear as a pop-up. You must enter several pieces of information here, including your name, the list you wish to link to WordPress Eventin, tags, and the status of incoming data. Click the Create button when you’re finished.

Now you have your Webhook URL in the section, now copy the URL for later purposes. 

Paste Webhook into WP Eventin: Now go to the Eventin menu, click on settings go to the CRM section, and select the desired event you want to integrate with FluentCRM. You can find the CRM option under the event details. Toggle switch clicks to bring up options for adding Webhooks. Paste the Webhook you copied in step 2 at this point. Save or edit the event now.

Frequently Asked Questions  

While integrating a CRM tool on your WordPress website, you may have some questions in mind, here are a few questions we think you might wonder. 

Q: How to Choose the Best WordPress CRM Plugin? 
-Great question; it’s better to choose the best WordPress CRM plugin based on ease of use, user experience, use-case compatibility, easy-to-use satisfaction, and, of course, meeting your budget. 

Q: What is a CRM system? 
-A CRM (Customer Relationship Management) system is software that lets you organize your database of all clients, categorize them into potential leads and loyal customers, score leads, run marketing campaigns offer personalized experience during customer interaction, and increase conversion rate.

A CRM tool is entirely designed to give you a broad picture of your entire audience, where they are, and how they are reacting to your marketing, and gives you insights and detailed analytics reports to make your next big marketing move. 

Q: What is CRM? Why Do You Need One? 
-CRM (Customer Relationship Management) tool is a system to entirely manage, approach, and convert your potential and existing leads into paying customers and offer data-driven insights to increase customer acquisition and retention.

CRM is highly essential to automating email marketing campaigns, building conversion funnels to lead your customers, and providing personalized customer interaction to convert them easier and faster. 

Q: How to integrate CRM into a website? 
-CRM tools are easy to install. All you have to do is search for your favorite CRM tool from the WordPress plugin library and install and configure the tool on your WordPress dashboard. After that, you can configure the CRM plugin just as you wish. 

Q: What is the difference between CMS and CRM? 
-The core difference between CMS and CRM (Customer Relationship Management) is that CMS (Content Management System) manages website content, webpages, plugins, and add-ons to improve the website performance, while CRM (Customer Relationship Management) works on Customer Relationship, communication, support, and other essential marketing automation to improve customer satisfaction and conversion rate.