BlogCRM functionalitiesHow to import contacts from Wordpress into a CRM system?

How to import contacts from WordPress into a CRM system?

Content Management System (CMS) WordPress is the most popular software of its kind in the world. According to available information, about 40% of all websites operate on it. In such a situation, a quite common question is: How to import contacts/notifications acquired by WordPress into your own CRM system? Below you will find the answer to this question.

CMS system – what is it?

The transfer to the Internet of hundreds of thousands of businesses and also the extra-professional activities of individuals has led to the need to publish content quickly and easily. Companies wanted to gain their own business cards on the Internet, individuals wanted to publish hobby content – recipes, travel reports. For this purpose, CMS systems – software for managing content published on websites – have been developed. One such system, I might add the most popular in the world, is WordPress.

Contact forms in WordPress

The most common reason for launching a company website is to get a contact to a potential customer through it. The WordPress CMS system allows you to get these types of contacts through predefined contact forms. We use plug-ins for this purpose. The most popular are Contact Form 7 (there will probably be other versions soon) and WP Forms. According to download statistics, they are used by millions of WordPress users.

The data collected in the contact forms is usually forwarded to the WordPress system administrator’s email address, from where it can be forwarded to those handling potential customers.

Is it possible to integrate WordPress contact forms with a CRM system?

Yes, data can be transferred directly to the CRM system. As part of the SalesWizard software, we have prepared a free plug-in available for download and installation . The plugin is available in the WordPress plugins directory. With SalesWizard CRM integration with WordPress, you can submit your contact form directly to the CRM system. If you want to read more about integrating contact forms with Google Ads, Facebook and HTML-based pages, go here. If you want to download or install SalesWizard CRM plugin on your site with CMS WordPress – you can find more information about the plugin here.

CEO 4B Systems, producent oprogramowania SalesWizard CRM


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