CRM Integration on WordPress - Technical SEO Playbook

Easy Recommended

Method 1: Official Plugins (HubSpot)

Deepest integration with tracking cookies.

1

HubSpot

1

Install 'HubSpot All-In-One Marketing' plugin.

2

Connect Account.

3

It effectively 'scrapes' other forms (Gravity/CF7) and pulls submissions into HubSpot Contact timeline.

4

Also installs the HubSpot Chat widget options.

Intermediate

Method 2: Form Plugin Add-ons

Connecting at the source.

1

Gravity Forms

1

Install 'Gravity Forms HubSpot Add-on' or 'Salesforce Add-on' (Elite License required).

2

Settings > HubSpot > Connect.

3

Form Settings > HubSpot > Create New Feed > Map Form Fields to CRM Properties.

2

Contact Form 7

1

Install 'Contact Form 7 to Any API' or 3rd party integration plugin.

2

Usually requires mapping fields manually via XML or JSON.

Intermediate

Method 3: Webhooks (Zapier/Make)

Universal connector.

1

Setup

1

Create Zap in Zapier: Trigger = Webhook (Catch Hook).

2

In Gravity Forms/Elementor Form: Action = Webhook.

3

Paste Zapier URL.

4

In Zapier: Action = Create/Update Contact in Salesforce/Zoho.

5

Map fields (Email, Name, Phone).

CRM Integration

Prerequisites