WordPress and Salesforce Integration - What You Should Know
Organizations that want to improve the way they deliver digital assets to their audiences would benefit from using WordPress together with Salesforce. When you deliver content through the world’s most-used (Content Management System) CMS and use the leading CRM platform to nurture your prospects, you can expect stellar results if you put in the work.
Salesforce lets startups build a customer base from the ground up. When website visitors join your newsletter, purchase a product, or subscribe to a service, you can sync the information they provide to Salesforce. Alternatively, your website can pull data from your CRM and display it to create a personalized visitor experience. Here are different ways your organization can integrate a WordPress website with Salesforce.
Capture Web Data Using Salesforce Lead Objects
Salesforce has a native Web to a Lead tool that allows platform managers to create a form using a setup wizard. You can generate an HTML on your site that lets you gather information as records in the Lead object.
It doesn’t cost much to implement this measure, and it’s great for capturing data from contact forms on websites. However, it does have its drawbacks. For one, you are limited to creating Lead records, and you can only use fields available in the Lead object on your web form.
Capture Data with a Custom Object or Form Builder
With a custom form builder, you have the flexibility to submit data not just to Leads but to other objects in Salesforce. With its intuitive point-and-click, drag-and-drop UX, you can quickly build forms tailored to your needs. Furthermore, you can have add-ons that use a simple GUI, eliminating the need to write code. WP or Ninja Forms with a Salesforce extension are examples of this kind of tool.
The possible downside for many small businesses is that custom objects and form builders have a licensing cost. Depending on the package, expect to pay $50 to $300 annually. You also need intermediate knowledge of Salesforce to use custom forms successfully; these tools need middleware that integrates your CMS with your CRM.
There are even advanced form builders with bi-directional syncing, which lets you pre-fill form fields using Salesforce data. You also have advanced Payment Card Industry Data Security Standard (PCI DSS) and Health Insurance Portability and Accountability Act (HIPAA) compliance options with advanced builders. However, you would need greater expertise and a larger budget for this integration—prepare to spend approximately $1,000 to $8,000 per year, depending on the package you acquire.
Integrate Third-party Services with Salesforce
Salesforce for startups also involves third-party apps and services that allow sales teams to create purposeful yet straightforward forms. Email marketing services like MailChimp and Constant Contact, donation channels like Stripe and Classy, and event trackers like Soapbox Engage are examples of third-party apps integrating with Salesforce.
Remember that third-party integrations have variable costs; the least expensive ones sell for $120, while the higher-end ones can set you back $5,000 depending on the package. Often, these solutions require a higher level of effort to implement, and the forms you produce almost always need custom styling.
Use Object Syncs for Salesforce
If you have simple UX needs, you can use Object Sync for Salesforce and create objects that can be modified as you change data in your WordPress and vice versa. This solution needs no licensing costs, and each field enables bi-directional syncing. If you need to handle larger datasets or complex queries, you are better off with custom developments.
For example, suppose you must have multiple payment processors or enable subscribers to update their credit card numbers and mailing addresses. In that case, you need advanced knowledge of Salesforce APIs and development experience in PHP or Java. If you want to implement custom forms, you have to budget at least $5,000 for it.
Your organization would benefit from integrating your CMS with your CRM platform. Pairing up WordPress and Salesforce lets you customize your funnel-building efforts extensively. The budget, the data's complexity, and how much you value UX and branding contribute to the overall cost of implementation.
Apphienz takes the backend preparations off your hands so you can focus on executing your vision. We help Nonprofits, Startups, SMBs through top-notch Salesforce services. Contact us today, and let’s talk about how you can unlock your team’s potential and grow your business!