Val Stepanova
By:  Val Stepanova

Published: September 28, 2023


Last Updated: April 4, 2024

WordPress & HubSpot Integration Guide: Methods & Best Practices
WordPress & HubSpot Integration Guide: Methods & Best Practices

In this article

Why would you integrate the two systems? Check out our HubSpot and WordPress integration FAQs.

There are three main approaches to integrating the two systems. Unpacking their practical applications can help you make an informed decision on which option works best for your organization. Let’s explore them in detail:

  1. 1. Official Integration

  1. Method:
    Installation of the HubSpot plugin directly into your WordPress site.
  2. Application:
    This method is great for a seamless way to connect your WordPress website with HubSpot's CRM. By embedding the HubSpot tracking code, your website can effectively monitor the visitor's journey, updating the corresponding HubSpot record in real-time.
  3. Scenario:
    Any organization that wants to understand user behavior, track page visits, and gather insights to refine their marketing strategies. The official integration provides with a straightforward solution, allowing you to monitor visitor interactions and feed this data into HubSpot CRM for in-depth analysis.
  1. 2. Integrations via third-party apps

  1. Method:
    Tools like Zapier act as intermediaries, bridging the gap between HubSpot and WordPress.
  2. Application:
    This approach works well for businesses that juggle multiple tools and platforms. Zapier can connect a plethora of apps and tools, making it a favorite among multi-platform users.
  3. Scenario:
    An online bookstore using WordPress CMS. They want their sales data, customer reviews, and inventory status to sync with HubSpot. Additionally, they use other tools for inventory management and customer feedback. Zapier allows them to create intricate workflows, ensuring smooth data flow across all these platforms, thereby streamlining operations.
  1. 3. Embedding HubSpot Elements with WordPress

  1. Method:
    Direct integration of HubSpot's interactive tools, such as forms, popups, and live chats, into WordPress.
  2. Application:
    This option is great for businesses that want to boost on-site interactivity. It allows for real-time data capture when a visitor interacts with any embedded HubSpot element.
  3. Scenario:
    A health and wellness website wants to offer personalized diet plans. They embed HubSpot forms for visitors to specify their dietary preferences and health goals. Once submitted, the data is instantly recorded in HubSpot, enabling the company to offer tailored plans and recommendations.
  1. 4. WordPress Form Plugins Integration

  1. Method:
    Leveraging plugins like WPForms, Gravity Forms, Ninja Forms, and Formidable Forms to create a bridge between WordPress forms and HubSpot.
  2. Application:
    This is the go-to method for businesses that have a penchant for specific WordPress form plugins but wish for the captured data to seamlessly sync with HubSpot.
  3. Scenario:
    A travel agency on WordPress uses Gravity Forms for its tour inquiry forms. To manage inquiries and send out promotional offers, they integrate Gravity Forms with HubSpot. This ensures every inquiry is automatically cataloged in HubSpot, allowing for a quick follow-up.
  1. 5. Custom WordPress and HubSpot Integration

  1. Method:
    Leveraging webhooks and HubBase
  2. Application:
    Any organization with custom integration needs that the typical integrations listed above cannot accommodate.
  3. Scenario:
    Any. We can integrate HubSpot with anything that has an API.

HubSpot and WordPress Integration Considerations

While the above methods offer robust solutions, it's important to consider a few additional points:

  1. Updates & Maintenance:
    It’s important to keep both your WordPress and HubSpot platforms updated. Regular maintenance checks will ensure that the integration is running smoothly and securely.
  2. Training:
    While these integrations aim to simplify processes, there might be a learning curve involved, especially for teams unfamiliar with HubSpot or WordPress. Consider organizing a quick training session to ensure your team makes the most of the integration.
  3. Feedback Loop:
    Once integrated, gather feedback from both your team and website visitors. This will offer insights into any potential improvements or updates needed.
  4. Customization:
    While the methods we reviewed are standard, they often require customization. Connect with our team to tailor the integration to your company’s specific requirements.

The integration of HubSpot and WordPress is about amplifying functionalities and optimizing the user experience. By understanding the nuances of each integration type and their real-world applications, you can craft a digital strategy that works best for your company.