CRM Integration with WP (MailerLite, Zoho, etc.)

Connect your website with your CRM system and streamline your entire lead generation and follow-up process — without writing a single line of code. With this service, I’ll integrate your WordPress site with your preferred CRM platform (like MailerLite, Zoho, HubSpot, Mailchimp, etc.) using smart automation tools such as WP Fusion, Zapier, or native plugins.

You’ll be able to:

• Automatically send new leads to your CRM

• Apply tags or assign lists based on actions (downloads, purchases, form submissions)

• Trigger email sequences or sales tasks instantly

• Track user behavior across your site and personalize their experience

What’s included:

• CRM connection setup using secure API keys or OAuth

• Integration with contact forms, landing pages, or WooCommerce (as needed)

• Tagging rules configuration for user segmentation

• Setup of custom fields mapping (name, email, phone, company, etc.)

• Connection via WP Fusion, FluentCRM, Make, or Zapier (depending on your stack)

• Testing + verification for data flow

• 1-Click trigger test to show the automation in action

• Optional: Setup of webhook or REST API endpoint for custom CRMs

• Brief documentation or screen recording for managing future edits

Ideal for coaches, agencies, SaaS founders, service providers, or anyone using their site to capture and manage leads or client data.

This integration doesn’t just save time — it powers your entire funnel behind the scenes, freeing you up to focus on selling and serving, not data entry.