Integrating a website with a CRM such as Salesforce or Hubspot is a common type of integration. If you’re planning to integrate your website with any third-party software, here are some tips to help you plan for it effectively:
Bring Up Integrations Early in the Project
One of the great things about WordPress is that it’s the most popular content management system, and most major software providers have either created a WordPress plugin or documented how a developer can connect the site to their software. To ensure a smooth integration process, it’s best to bring up any necessary integrations at the beginning of the website project.
Provide Your Development Team with Documentation
If you have any documentation from the software provider, make sure to provide it to your development team. There are typically two integration options available: a WordPress plugin or an API integration.
It’s also important to consider how vital the integration is for your company. If a system isn’t critical to your processes and there’s no clear documentation available, it may not be worth investing the time and effort required for a full integration.
If you have any questions about planning your website integration project, feel free to reach out to our team. We’d be happy to help.
