If you are reading this article, you might be looking to connect your WordPress site with a HubSpot account. Need not worry! You are in the right place.
HubSpot is an all-in-one business automation platform that offers the marketing, sales, and CRM WordPress plugin to grow easier, faster, and better. The best part about using this plugin is that you don't require any coding, and it is easiest to use.
Once you install and add the plugin, HubSpot tracking code will be added to your WordPress pages automatically. It will further help you to use HubSpot tools directly from your WordPress account without any hassle.
Integrating HubSpot with WordPress will not only make your task easier but also saves a lot of time. But, if you think that any account can use this plugin, then you are wrong my friend. There are some steps that your account must meet to install and use the HubSpot plugin for Wordpress.
Things to consider while using HubSpot plugin for WordPress:
- Make sure that the plugin requirements should match with the current Wordpress version. Click here to know more about the requirements
- If you are using another WordPress plan (like personal, premium) other than WordPress.org install or WordPress.com Business plan for your website or blog, then it will not be compatible with the plugin or javascript. So, make sure you use an accurate plan.
- If you want to install plugins for your site, then you need to be a WordPress admin. Make sure you enable third party cookies in your browser and disable extensions or add-ins. Google Chrome, Microsoft Edge, Safari, Internet Explorer, and Mozilla Firefox are some major browsers that enable third party cookies.
- Never forget to incorporate the wp_footer function in WordPress theme's footer file (footer.php).
Now that you are aware of all the essential points for Installing and using the HubSpot WordPress plugin, let's get started with the real ones.
Steps to Install the Plugin
Let’s begin….
Step-1 First, navigate to the admin dashboard and login in to your WordPress website.
Step-2 Hover over the left side menu bar and click on Plugins.
Step-3 Now, Click on Add new button.
Step-4 Search the plugin for HubSpot Marketing, including Live Chat, PopUps, and Forms.
Step-5 Navigate to the top right corner of the page and click on the Install Now button.
Step-6 Click on the Active Plugin button.
Step-7 Click on HubSpot from the left sidebar menu, as shown in the below screenshot.
Source: HubSpot
Step-8 It's time to finish the installation by clicking on the "Log in to your account" button. But, if you don't have a HubSpot account, then it's high time to create one. Just click on HubSpot.com to get started.
To change your HubSpot account, which is already connected to the plugin consider the following the below-mentioned steps to proceed.
Step-1 Navigate to the left sidebar menu and click on HubSpot.
Step-2 Click on the "Settings" button.
Step-3 Click on "Disconnect this account" button to remove the connected account, which is added below the Connected to HubSpot Hub ID field.
Step-4 You will navigate to the dialog box where you have to click on Yes > Disconnect and then press OK.
After the installation, you are free to create HubSpot forms from WordPress and avail other free CRM benefits by logging into the new HubSpot account.
Useful Reading - The Definitive Guide to HubSpot CRM
How to use The Plugin
Till now, you have installed the plugin successfully. Now you can create forms, do contact management, and create a list directly from your WordPress account. It will help you enhance your business with even more ease and power.
Well! Below are some of the tools that are available in the left panel in your Word Account. You can access these tools without any hassle to get more productive. It includes:
Forms and Popups
It helps you in creating both forms and popups that are responsive and can be added to your website. Forms will help you to gather the essential information of your contacts and visitors, whereas popup forms allow you to attract new leads by creating engaging lead capture forms.
Moreover, it also enables you to nurture leads by adding follow-up emails to specific forms.
Know more about- How to get the best out of HubSpot Forms?
Lists
Whenever you enroll contacts in your workflows depending on the trigger criteria and workflow type or send marketing email campaigns to engage active subscribers, you would be able to easily segment lists and perform the task more accurately and efficiently.
Dashboards
You will get access to the HubSpot reporting dashboard, which further helps in monitoring new contacts from one centralized place. It will help you in converting leads into customers more easily.
Integrations
There are around 300 integrations like HubSpot salesforce integrations, HubSpot Zaire integrations, and many more with which you can easily integrate your HubSpot account and speed up your business processes.
Have a look at 21 HubSpot Integrations to Get Best Out of your HubSpot
Email Marketing
With HubSpot, you can create both responsive and clean emails in drag and drop editor. It will help you convert more leads and increase business productivity. Moreover, you can also create subject lines and personalized content, which will make your email more engaging and customized.
Learn- how to create marketing emails in the drag and drop email editor
Contacts
Managing contacts is another challenge that most companies face. But HubSpot helps you store and manage a large number of contact records with deals, companies, and tickets in your HubSpot CRM.
Built-in analytics
HubSpot allows you to analyze website performance directly by clicking the dashboard link in the plugin menu. You would be able to easily track each and every task performed on your website.
Live Chat and chatbots
Last but not least is the live chat and chatbots feature. It will help you respond to your visitors right away and make real-time connections. Even if you are not available, then also automated chatbots make your audience feel connected.
Conclusion
Hopefully, all the information mentioned above will help you install and use the HubSpot plugin without any hassle. Yes! Now you can handle and perform each task effortlessly from one centralized place. It will not only reduce your efforts but also save you time.
Still, if you face any challenge, then no worries! You can always contact us to get expert advice.
