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Easy Ways to Streamline a HubSpot WordPress Integration
by Sara Kennedy on September 2022
WordPress is one of the most popular third-party CMS platforms for businesses and bloggers. However, WordPress’s simple UX comes at the cost of sophistication.
For this reason, users tend to rely on a series of plugins to access features, such as analytics or image compression, not available on WordPress.
While some of the more popular plugins, such as Yoast and WPRocket, provide specific functionality for one area of your website, the HubSpot WordPress plugin provides several features, including:
- Chatbots
- Analytics
- Email marketing
- Customer relationship management
- Form builders
- Automated workflows
- Lead management
Essentially, a HubSpot WordPress integration provides all of the native features of your HubSpot account but is viewable from a single plugin on the /wp-admin page.
Integrating WordPress and HubSpot is incredibly easy and doesn’t require any technical knowledge. In this guide, we’ll walk you through the steps of a WordPress and HubSpot integration, as well as best practices to fully harness your integration.
How Does HubSpot Integrate with WordPress?
HubSpot integrates with WordPress using a free plugin that can be viewable directly from your WordPress administration page. This plugin doesn’t require any purchase other than hosting your own HubSpot account.
WordPress’s easy-to-use interface allows users to download the software directly to their WordPress site without having to fiddle with HTML, CSS, or any proprietary code. Additionally, unlike a HubSpot Salesforce integration, there are no actions required from your HubSpot account to transfer data through the two protocols, as users will get access to the same information in their WordPress account as they would by logging on directly to HubSpot.
Users can improve their WordPress SEO and customer relationship management using any one of these additional plugins and integrations not offered by HubSpot or WordPress directly.
HubSpot WordPress Integration Features
Integrating HubSpot into WordPress offers users access to several features not available on WordPress’s native platform or within a single, centralized plugin. These features include:
- A built-in dashboard viewable from HubSpot or WordPress for an open view into your website’s data and performance
- Real-time sales data, including active leads inside HubSpot deal stages in your sales pipeline
- Forecast deals that estimate revenue from active deals in your pipeline
- Embedded HubSpot forms/pop-ups on WordPress pages
- Automatically sync new contact data in HubSpot lifecycle stages for easy tracking
- Chat options using HubSpot’s Chatbot features
- Automated email responses directed to contacts who fill out forms on landing pages or within the chatbot feature
Benefits of a HubSpot WordPress Integration
HubSpot enables WordPress and Yoast users to take their sales strategy and SEO to the next level using a top-of-the-line CRM.
For example, HubSpot allows business owners to track active deals in their sales pipeline to act on existing customers in real time.
Unlike Yoast and other platforms that offer retrospective data, HubSpot offers real-time data and centralizes this information in a single platform so that your business will never let a lead slip through your funnel again without any interaction.
Additional benefits of a HubSpot WordPress integration include:
- A 360-degree view of your audience and how they interact with your WordPress site.
- Automatically synced contact data from every newly acquired email and contact information.
- Smart lead generation tools that entice clicks, gather data and assist in lead nurturing campaigns.
- Chat options with customers in real-time that lead to conversions.
With these benefits in mind, let's search for ways to improve your WordPress and HubSpot integration to propel your sales strategy to the next level.
4 Tips to Improve Your HubSpot WordPress Integration
- Replace all existing forms and calls-to-action with HubSpot-generated CTAs and forms that allow for real-time tracking. In addition, HubSpot’s native form and CTA builders are far more sophisticated than many competitors on the market, making it the best choice for any WordPress user with an existing HubSpot account.
Embed CTAs from HubSpot on each WordPress page and split test different formats in real-time to see which CTAs offer the highest conversion rate. - Automate interactions at different steps in your sales funnel to improve your conversion path. For example, segment emails based on different actions taken on your WordPress site, such as signing up for a newsletter, requesting a demo, or just filling out a survey, to contact leads with relevant content or information. By automating email response or even chatbot engagement to leads at specific steps of your funnel, you can increase your chances of nurturing leads into conversions with very little manual work.
- Employ chatbots to gather relevant contact information to assist with lead nurturing campaigns. Program your chatbot to ask for contact and lead information directly or through a form so that you can contact leads over email or phone call for greater success.
- View SEO performance using the Page Performance report from HubSpot. This tool is ideal for users without Google Analytics tracking code or who want to view their website analytics without leaving the WordPress platform.
Implementing a WordPress and HubSpot integration is incredibly easy and convenient. Contact Coastal Consulting for a HubSpot audit to streamline your integrations and improve your overall HubSpot ecosystem.
We offer turnaround times in as little as 10 business days and will devote up to 20 hours to analyzing your entire HubSpot account to identify and suggest changes where necessary. Schedule your free consultation to get started and take back control of your CRM.
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