Customer management is no easy job. The success of a business depends highly on the customers in today’s world. Moreover, retaining more customers is one of the goals of every business. 

A business website is nowadays a necessity to attract customers. Be it any business, having a well-maintained, up-to-date website can bring more authenticity to business. 

But how will you handle all the clients from your website in an organized manner? What if you miss out on responding to a potential lead? How do you systematically manage your website analytics? 

CRM integration with websites can resolve all these challenges and help grow your business or reach. In this blog, let us explore how to integrate CRM software with your website. We will also understand why this is important for your business website. 

What is CRM Software?

Customer Relationship Management or CRM software are platforms that can be utilized by businesses to grow by managing their customers efficiently and effectively. Be it alone on single or multiple platforms, CRMs can help you build, establish and manage customer relationships, generate revenue, and also retain customers

By the year 2028, it is anticipated that the value of the global CRM market will have increased by more than 245 %. In fact, 91 % of ten or more employees utilize a CRM to manage their interactions with clients.

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CRM systems and software have become an integral part of growing a business or running an organization, regardless of its size and type. In order to improve CRM performance, it is necessary to integrate CRM technologies into other software and tools. Using CRM, you may optimize business procedures, build customer loyalty, and increase revenue.

What is CRM Integration with Website?

Integration of CRM with your website means integration of CRM with your website’s Content Management System(CMS). Software that is installed on a computer and used to manage the process of creating and modifying digital information is referred to as a content management system (CMS). It is a tool that allows you to create, maintain, and improve the digital experience of your customers. 

To be more precise, a content management system (CMS) is a software application that enables users to work together in the creation, editing, and production of digital material such as web pages, blog entries, and other such items. WordPress, Joomla, and Drupal are the most widely used CMS in the market. 

How to integrate CRM with your Website?

A CRM can be integrated with a website in many ways. You can use the CRM service's built-in tools, third-party programs, or programmers to connect it to your website.

Here are a few ways CRM integration with websites is possible:

Built-in Tools

Integration with the website can sound like a complex process that needs to be done using third-party tools and paid assistance. However, it can be carried out using the built-in CRM tools. 

Installation with the use of a prepared script and connection through the use of email are two of the most effective and cost-free methods of synchronization. Most CRMs will have integration tools made available, which you can make sure of before purchasing a CRM.

Widget or Contact Form

The simplest and least expensive way to collect consumer data is to create a form or a widget. Websites such as blogs, online portfolios, and business card websites might benefit from this method of showcasing their content.

Using a pre-made widget or a contact form as a workaround is the most common solution. This method is simple to set up and allows you to create several forms on the website. 

You can do this by creating a new form in the CRM synchronization settings. After creating the form, you will have to name it, and enter the URL of the website's location. Then choose the form's characteristics and features from a drop-down box so as to make the form functional according to your website.

After the new form has been saved and is ready to be utilized, the CRM will display a program code. You should paste it into the website's source code using the clipboard. If the code is not inserted between the head> and /head> lines, the data will not be sent to CRM for processing.

Some web form examples include surveys, Contact Us forms, Request A Quote, Schedule a Demo, Sign Up for Free Trial, etc. 

Using API

Third-party IT products can be synced via APIs because the server can receive requests and respond to them. It is possible to give hidden website data and nontrivial activities by integrating CRM systems via API.

Based on contact data type, an API can distribute client requests into CRM groups, as well as communicate UTM parameters. End-to-end data and traffic sources can be tracked and analyzed.

As a further prerequisite, your website must be hosted on a server that can properly handle PHP processing. It is best if you have a team of experts to integrate your website with your CRM, to ensure a smooth integration process. 

Why integrate CRM with your Website?

Integrating your website into a CRM has many benefits. Let us take a look at a few of them:

Better customer service

When dealing with queries, it might be difficult to keep up with demand. Automated follow-up information can be achieved by integrating a CRM into your website. It is critical that no customer queries go unanswered or no customer or lead is left unattended. 

Single Data Source

Customer data from sales, marketing, and service channels can be combined into a single record for each client. A single client view can be created by linking your CRM with your website.

It provides you with more trustworthy and consistent data. Improved consumer knowledge and a clearer picture of your customer's purchasing behaviors are now at your fingertips with this integration. 

Increased Sales

Improve your sales by boosting the volume and quality of leads and setting them up for better follow-up and nurturing by integrating your website with C2CRM (C2CRM).

Companies spend a lot of effort and money on their websites, generating engaging content and adding contact forms. Sales cycle times are reduced since new leads are promptly entered into your CRM system, and your sales staff has better data to work with, resulting in higher conversion rates.

Increases Website Effectiveness

Website and CRM integration boost the effectiveness of your business website. It lets you automate website leads and use analytical data on website visitors.

The integration allows CRM to automatically retrieve website data, and auto-assign leads and responsibilities to sales agents using online forms. It also automates sales procedures to avoid multiple data entries and provides real-time customer responses.

In a Crux

It is critical for businesses to have a robust integration strategy in place to maximize their technological investments, gain efficiency, and ensure that all systems communicate seamlessly.

There are various advantages to having a CRM on your website, regardless of the platform you employ. Improves client satisfaction and minimizes data redundancy by compiling reliable information in a single space. 

We hope you were able to understand why and how to integrate CRM with a website through this blog. Still have queries? Head over to or even better, Contact Us!

Frequently Asked Questions

Having a CRM (Customer Relationship Management) system is beneficial even if you have a website. A CRM complements your website by helping you manage and analyze customer interactions, improve customer service, and personalize the user experience.

CRM is important for websites because it allows businesses to centralize customer data, track user behavior, and tailor marketing strategies. This results in enhanced customer engagement, better lead management, and increased customer retention.

The primary purpose of using CRM is to streamline customer interactions and improve relationships. It helps businesses better understand their customers, target them effectively, and provide personalized experiences, ultimately leading to increased sales and customer loyalty.

The three types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating and improving customer-facing processes. Analytical CRM analyzes data to gain insights into customer behavior. Collaborative CRM encourages collaboration among different teams to enhance customer relationships. Each type serves different aspects of customer relationship management.