Intégrez WordPress avec Nutshell
Nutshell CRM and WordPress, two powerful platforms, can now work together to enhance your customer management and sales process. Nutshell is an all-in-one CRM and email marketing platform that provides robust tools to manage customer relationships, sales pipelines, emails, and much more. WordPress, on the other hand, offers an extensive content management system that allows you to create a website, host blogs, and publish content easily.
Avantages de l'intégration CRM WordPress :
- Seamless Customer Tracking: With the two platforms working in tandem, managing customer interactions has become easier than ever. When a visitor interacts with your website, Nutshell can update their profile so all of their information is in one place.
- Customizable Contact Forms: Convert leads into potential customers by creating WordPress contact forms integrated with Nutshell CRM. Customize your forms as per your business requirements and collect customer data seamlessly.
Ce qu'il fait :
En intégrant Nutshell et WordPress, vous pouvez
- Collecte automatique d'informations sur les prospects à partir de formulaires WordPress et création de contacts dans Nutshell CRM.
- Intégrer la soumission d'un formulaire WordPress comme une nouvelle activité dans le flux CRM de Nutshell .
- Associez des pages et des formulaires WordPress à des profils dans WordPress, ce qui vous permet d'avoir un parcours client complet en un seul endroit.
Exigences :
Pour mettre en place l'intégration Nutshell - WordPress, vous devez disposer des éléments suivants
- A Nutshell CRM account. Don’t have one? Sign up for a free trial today!
- A WordPress account. Don’t have one? Get started here.
Comment démarrer
You can set up this integration using Zapier, or our team can help you set it up through AppConnect. Feel free to contact our team with any questions.
FAQs: Integrating WordPress with Nutshell
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Do I need a specific Nutshell plan to use the WordPress integration?
No, all Nutshell subscription levels include WordPress integration access—from Foundation ($13/user/month, billed annually) to Enterprise ($79/user/month, also billed annually). You get Zapier setup and maintenance included too, so there are no hidden integration fees to worry about.
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Does Nutshell have its own built-in form builder?
Yes! Nutshell Forms comes included with every plan, so you can skip WordPress form plugins entirely. Create custom, branded forms in minutes and embed them directly on your WordPress site with zero integration hassle.
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What data syncs between WordPress and Nutshell?
Your form submissions automatically sync as new Nutshell contacts, leads, or companies. Standard fields like name, email, and phone map seamlessly. Custom form fields also sync, giving your sales team complete visitor information in one place.
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How do I set up the WordPress integration?
You can set it up through Zapier (free to start) or let our team handle it via AppConnect—we cover the setup and Zapier fees. Either way, just connect your accounts and map your form fields. Head to our support docs for step-by-step guidance.
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Why should WordPress site owners integrate with Nutshell?
WordPress turns visitors into leads, but without a CRM, those leads sit in email inboxes. Nutshell automatically captures every form submission, routes them to the right team, and lets you follow up instantly—turning your website into a real sales machine.
