WordPress & Salesforce
Integration
Seamlessly connect WordPress websites with Salesforce to sync data, automate workflows, and enhance customer insights for smarter marketing and sales strategies.
Smart Data.
No Gaps.
No Guesswork.
Fully Connected.
We help businesses streamline operations and improve performance by integrating WordPress with Salesforce.
From web to lead capture and client portals to eCommerce and automation, we ensure your website and Salesforce work together seamlessly so your data flows automatically, your teams stay productive, and your customer journey is smooth from the very first click to sale.
We can work alongside your in-house Salesforce administrators and development teams.
We’ll adapt to your workflows, respect your architecture, and ensure our integration supports both your marketing and business goals.
Salesforce.
WordPress.
In Sync.
Web to Lead Forms
Instantly turn form submissions into actionable leads.
We use Gravity Forms and Zapper we connect your WordPress website directly to Salesforce, capturing leads, form submissions and syncing them in real time.
No manual data entry, no lost leads. Just clean, structured data delivered straight to Salesforce.
Digital Marketing & Tracking
No more guesswork, just clear, actionable data.
We integrate Salesforce with your digital marketing campaigns to give you complete visibility into what’s driving results. By capturing UTM parameters, campaign data, and analytics insights at the point of lead generation, we help you connect the dots between marketing activity and actual revenue.
Full-Funnel Tracking.
Monitor the entire customer journey across Google Ads, SEO, social media, and email marketing from the moment someone clicks to the moment they convert.
UTM & Campaign Data Capture.
We ensure every lead carries detailed campaign metadata into Salesforce, so you know exactly which channels, ads, or keywords are performing.
Analytics & Tag Management Integration.
We connect your setup with tools like Google Analytics and Tag Manager to track engagement and behaviour, and send key data back to Salesforce.
Optimise Marketing Spend.
Identify your top-performing channels and campaigns so you can double down on what works and cut what doesn’t.
With end-to-end tracking in place, you’ll have the clarity and confidence to make smarter marketing decisions and maximise your ROI.
Email Marketing & Lead Nurturing
Build smarter journeys and automated follow-ups.
We help you set up automated lead nurturing journeys using Salesforce data and email marketing platforms like Mailchimp.
Whether it’s a welcome series, re-engagement flow, or sales funnel, your leads will stay warm without manual follow-up.
WordPress Client Portals
Secure portals for gathering and managing client data.
We create password-protected client WordPress websites where customers can log in, submit forms, upload documents, and track their progress.
All submitted data can be automatically pushed to Salesforce, ideal for onboarding, applications, and ongoing client management.
Advanced Workflow Automation
Connect Salesforce workflows to real-time website actions.
We integrate WordPress directly with your Salesforce workflows to create powerful, automated customer experiences. When a trigger is activated in Salesforce, such as a new lead reaching a specific stage, it can prompt an action on your website, like requesting the customer to complete a form, upload documents, or access a secure portal.
This level of integration creates a seamless flow between your internal processes and your customer’s journey, improving efficiency, clarity, and speed.
Zapier & API Integrations
Flexible connections tailored to your business.
Need something more custom? We use Zapier and the WordPress + Salesforce API to create flexible integrations that fit your exact workflow. From syncing custom fields to triggering advanced sequences, we make it happen.
Maintenance & Support
We don’t disappear after launch.
We offer ongoing maintenance, updates, security monitoring, backups, and support, so your site keeps running at its best while you focus on your business.
Ready to Connect WordPress and Salesforce?
We can make your website work harder for your business.
Get in touch today.