Forms for WordPress That Tie Into a CRM: The Ultimate Guide

Welcome to the World of Forms and CRMs

Greetings to all WordPress enthusiasts, marketers, and business owners. Have you ever heard of forms that tie into a CRM? Perhaps, you want to learn more about this powerful marketing tool, or you’re already using it, and you want to optimize its potential. In any case, you’re in the right place. In this article, we’ll provide you with a comprehensive guide on forms for WordPress that tie into a CRM and how they can help you skyrocket your conversion rates, streamline your lead management, and enhance your customer relationships. So, buckle up and join us on this exciting journey!

What are Forms for WordPress that Tie into a CRM?

Before we delve into the nitty-gritty details, let’s define what we mean by forms for WordPress that tie into a CRM. Essentially, these are web forms that you embed on your WordPress website to collect data from your visitors, such as their names, email addresses, phone numbers, and other relevant information. Once someone fills out the form, the data gets automatically sent to your CRM (Customer Relationship Management) tool, which then organizes, analyzes, and stores the information.

Forms for WordPress that Tie into a CRM: Features:
Gravity Forms Integrates with over 30 CRMs, Advanced Conditional Logic, Multi-page Forms
WPForms Drag and Drop Form Builder, Smart Conditional Logic, Customizable Templates
Typeform Interactive Forms, Surveys, and Quizzes, Embeddable on WordPress
Ninja Forms Integrates with over 40 CRMs, Easy-to-use Drag and Drop Builder, Conditional Logic
Formidable Forms Visual Form Styling, Built-in Reports, Advanced Form Calculations

Why Use Forms for WordPress that Tie into a CRM?

Now that you have a basic understanding of what forms for WordPress that tie into a CRM are let’s explore why you should be using them in the first place. Here are some of the main benefits:

1️⃣ Streamline Your Lead Management

By integrating your web forms with your CRM, you can easily manage your leads and track their interactions with your website. You can segment your leads based on their behavior, interests, and preferences, and create targeted marketing campaigns to nurture them into paying customers. Moreover, you can automate your lead scoring, assigning different values to different actions that your leads take on your website, such as downloading a free guide or attending a webinar.

2️⃣ Increase Your Conversion Rates

Forms for WordPress that tie into a CRM help you create personalized and engaging experiences for your visitors. You can use conditional logic to show or hide fields based on the user’s input, pre-populate fields with their data, and redirect them to customized thank-you pages after they submit the form. All these features make your forms more user-friendly and increase the chances of your visitors converting into leads or customers.

3️⃣ Enhance Your Customer Relationships

Your CRM enables you to keep track of your customers’ purchase history, feedback, and preferences. By leveraging this information, you can create targeted and relevant email campaigns, newsletters, and offers that resonate with your customers’ needs and interests. This not only boosts your customer satisfaction but also encourages repeat business and referrals.

4️⃣ Save Time and Effort

Without a CRM, you would have to manually collect, organize, and analyze your leads’ data, which can be time-consuming and error-prone. By automating this process, you can free up your time and focus on more important tasks, such as creating value for your customers and growing your business.

How to Use Forms for WordPress that Tie into a CRM?

Now that you know the benefits of using forms for WordPress that tie into a CRM let’s walk you through the steps of how to use them.

1️⃣ Choose Your CRM and Form Builder Plugin

Firstly, you need to select a CRM tool that integrates with your WordPress website and supports web form submissions. Some popular CRMs that work well with WordPress include Hubspot, Salesforce, Zoho CRM, and Infusionsoft. Once you have chosen your CRM, you need to install a form builder plugin that supports the integration. There are several options to choose from, such as Gravity Forms, WPForms, Typeform, Ninja Forms, and Formidable Forms. Each plugin has its own set of features, pricing plans, and customization options, so make sure to pick the one that suits your needs and budget.

2️⃣ Create Your Web Form

Next, you need to create your web form using your form builder plugin. Most plugins offer a drag-and-drop interface that allows you to add and arrange fields, customize the design and layout, and set up conditional logic and validation rules. You can also add custom CSS or HTML code if you want to further customize the form’s appearance and functionality.

3️⃣ Integrate Your Form with Your CRM

Once you have designed and tested your form, you need to set up the integration with your CRM. Each plugin has its own way of doing this, but generally, you need to provide your API key or authorization credentials, select the form fields that you want to sync with your CRM, and map them to the corresponding CRM fields. You can also set up triggering actions that execute when someone submits the form, such as sending a follow-up email, adding the lead to a specific list, or assigning the lead to a sales rep.

4️⃣ Embed Your Form on Your Website

Finally, you need to embed your form on your WordPress website so that your visitors can fill it out. Most plugins offer several ways to do this, such as embedding the form directly on a page or post, using a shortcode or widget, or redirecting the visitor to a separate landing page. You can also customize the form’s behavior and appearance based on the page or device it’s displayed on, using the plugin’s responsive design options.

Frequently Asked Questions

1️⃣ What is the Best CRM for WordPress?

There is no one-size-fits-all answer to this question, as it depends on your specific needs and preferences. Some factors to consider when choosing a CRM for WordPress are its integration capabilities, features, pricing, user-friendliness, and customer support. Some popular options include Hubspot, Salesforce, Zoho CRM, Infusionsoft, and WordPress CRM.

2️⃣ Can You Integrate WordPress with a CRM for Free?

Some CRMs and form builder plugins offer free plans that allow you to integrate your WordPress website with a CRM for basic functionalities. However, for more advanced features and higher usage limits, you may need to upgrade to a paid plan or purchase add-ons or extensions.

3️⃣ How Do I Know if My Form is Working Properly?

You can test your form’s functionality by filling it out yourself or asking someone else to do it on a different device or from a different location. You can also check your CRM dashboard to see if the lead information is being captured correctly and if any triggering actions are being executed.

4️⃣ How Can I Make My Forms More Engaging?

You can make your forms more engaging by using personalized content, interactive features, and persuasive language. You can also optimize the form’s design and layout for better readability and usability, and use A/B testing to compare different versions and see which one performs better.

5️⃣ What Are Some Best Practices for Managing Leads?

Some best practices for managing leads include regularly cleaning up your CRM database, segmenting your leads based on their behavior and preferences, and setting up automated workflows and triggers that save you time and effort. You should also track your leads’ interactions with your website and use this data to create targeted and relevant marketing campaigns.

6️⃣ Can I Use Forms for WordPress that Tie into a CRM for E-commerce?

Definitely! Forms for WordPress that tie into a CRM are particularly useful for e-commerce businesses that want to collect customer information, track their orders and purchases, and create targeted email campaigns and offers. You can use the same principles and strategies as for lead generation, but focus more on post-purchase experiences and customer retention.

7️⃣ How Can I Measure the ROI of Forms for WordPress that Tie into a CRM?

You can measure the ROI of forms for WordPress that tie into a CRM by tracking your conversion rates, lead quality, customer lifetime value, and customer acquisition cost. You should also monitor your campaign performance and compare it to your benchmarks and goals. By analyzing these metrics, you can make data-driven decisions and optimize your marketing efforts for better results.

The Bottom Line

Forms for WordPress that tie into a CRM are a powerful marketing tool that can help you streamline your lead management, increase your conversion rates, and enhance your customer relationships. By integrating your web forms with your CRM, you can automate your data collection, analysis, and storage, and create personalized and engaging experiences for your visitors and customers. Whether you’re a small business owner, marketer, or WordPress enthusiast, using forms for WordPress that tie into a CRM can bring you closer to achieving your business goals and staying ahead of the competition. So, what are you waiting for? Choose your CRM and form builder plugin, create your web form, and start seeing the results today!


The information contained in this article is for general information purposes only. The authors of this article assume no responsibility for errors or omissions in the contents of this article. In no event shall the authors be liable for any special, direct, indirect, consequential, or incidental damages or any damages whatsoever, whether in an action of contract, negligence, or other tort, arising out of or in connection with the use of this article or the contents of this article. The authors reserve the right to make additions, deletions, or modifications to the contents of this article at any time without prior notice.