WordPress CRM Integration With Nutshell

Integrating Nutshell CRM with WordPress

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.

WordPress CRM Integration Benefits:

• 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.

What it does:

By integrating Nutshell and WordPress, you can:

1. Automatically gather lead information from WordPress forms and create contacts in Nutshell CRM.
2. Integrate WordPress form submission as a new activity into the Nutshell CRM feed.
3. Associate WordPress pages and forms with profiles in WordPress, giving you the complete customer journey in one place.

Requirements:

To set up the Nutshell – WordPress integration, you must have:

1. A Nutshell CRM account. Don’t have one? Sign up for a free trial today!
2. A WordPress account.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.