Running a small business in 2025 without a CRM is like juggling customers blindfolded. Research shows that 79% of leads never convert due to poor follow-ups, while manual data entry wastes over 5 hours a week per employee. That’s time and money small businesses can’t afford to waste.
CRMs solve this by keeping all your leads, customers, and conversations in one place. But here’s the real game-changer: you can integrate your CRM directly with your website. That means every form submission, purchase, or signup goes straight into your CRM, no copy-pasting, no missed leads.
In this guide, we’ll explore the Top 5 CRM integrations for small businesses that you should try in 2025 and how they can transform your sales and customer relationships.
CRM integration is the process of connecting your Customer Relationship Management (CRM) software with other tools, apps, or platforms your business uses, such as your website, WordPress forms, email marketing tools, e-commerce platform, or support desk.
By using a CRM integration API, your website can automatically capture and send key customer data, such as form submissions, purchases, and user registrations, directly into your CRM.
CRM integration ensures that all relevant data is captured in real-time, eliminating the need for manual data entry, reducing errors, and improving the efficiency of customer management processes.
For example, when a user fills out a contact form or makes a purchase on a website, the website automatically pushes that information into the CRM system, where it can be organized, tracked, and acted upon by sales or customer support teams.
CRM integration streamlines business operations and ensures that customer data is consistently updated and easily accessible for future interactions.
When it comes to small business growth, for small businesses, CRM software integration isn’t just “nice-to-have”; it’s a survival tool. Let’s break down why.
Every lead, purchase, and support ticket goes into one place. You’ll always know who your customers are, what they bought, and when to follow up, without digging through scattered files.
With CRM automation tools, your WordPress forms, WooCommerce store, or email lists send data straight into your CRM. No double work, no typos, just clean, ready-to-use data.
Use CRM workflow automation to assign leads instantly, trigger follow-up emails, and set reminders. Your team spends less time on admin and more time closing deals.
Unlike enterprise tools that eat up budgets, today’s CRMs for small businesses are affordable and scalable. Integrating them means you can automate more while spending less on extra staff or expensive software.
Most popular CRMs already offer their own WordPress plugins, and at first glance, that seems like the easiest solution. You install the official plugin, connect your site, and just like that, data starts flowing into your CRM.
But here’s the catch: these official plugins often come with limitations. You’re usually locked into a very basic, one-size-fits-all connection, not a data mapping option. That means you might not be able to send contacts to a specific list or segment, filter leads based on location or behavior, or trigger advanced workflows that matter to your business.
This is where an automation and integrations tool like Bit Integrations can make a huge difference. Unlike the basic CRM plugins, Bit Integrations allows you to connect your WordPress site to over 300+ external apps, including popular CRMs, spreadsheet tools, email marketing platforms, and more. This gives you unparalleled flexibility in how your data flows. Instead of being restricted by default settings, you can:
In short, you’re not just connecting your CRM, you’re creating a smarter, more flexible integration that works for your business.
In today’s fast-paced digital world, integrating your CRM with other tools is crucial for streamlining processes, improving efficiency, and fostering growth. Here are five of the best CRM integrations for small businesses in 2025, each optimized to enhance your business operations through seamless integrations with platforms like WordPress.
Zoho CRM integration with WordPress is a top choice for small businesses. Zoho CRM offers an affordable, all-in-one solution for small businesses looking to manage customer relationships and drive growth.
You can easily connect any WordPress forms to Zoho CRM, as well as integrate popular eCommerce plugins like WooCommerce and SureCart, LMS plugins, subscription plugins, and more, enabling smooth data flow, capturing leads, and automating various workflows without breaking the bank. Here’s why it’s such a great fit for small business owners:
Zoho CRM offers an affordable solution that scales with your business. The free plan is a fantastic option for startups or small businesses just getting started. It supports up to 3 users, allowing small teams to manage customer relationships without incurring additional costs.
Each user can send up to 50 emails per day, totaling 150 emails per day for the organization (3 users × 50 emails), making it a great entry-level option for small businesses looking to stay within budget while still benefiting from powerful CRM features.
Automatically capture leads from contact forms, e-commerce customers, and landing pages on your WordPress site and track them in Zoho CRM. This ensures no lead is left behind and follow-ups are timely and efficient.
With integrated customer data, small businesses can offer personalized and responsive support, ensuring a better customer experience and stronger loyalty.
A WooCommerce store owner selling their handmade craft on their Woo store. Every time a customer places an order, the order details are automatically pushed into Zoho CRM, creating a new contact and logging the purchase information. From there, the system assigns the lead to a sales rep and sends a personalized follow-up email through Zoho Campaigns. What once required hours of manual entry now happens instantly, ensuring faster responses and stronger customer relationships that lead to repeat sales.
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Setting up Zoho CRM integration with WordPress using Bit Integrations is straightforward and doesn’t require advanced technical skills. Whether you’re using contact forms, e-commerce checkout forms, or custom WordPress forms, you can quickly connect them to Zoho CRM and automate lead management, saving time and reducing manual data entry.
HubSpot integration with WordPress is a powerful way for small businesses to boost their inbound marketing strategy. With this integration, you can easily integrate HubSpot with any WordPress Forms, as well as WooCommerce, an LMS platform, and over 138 WordPress plugins, ensuring leads are captured and sent directly into your CRM.
It offers a range of features designed to help businesses attract, engage, and delight customers, all from within one platform. Here is why HubSpot is the best tool for small businesses:
HubSpot is renowned for its inbound marketing tools, which are perfect for small businesses aiming to grow their online presence. With its seamless integration with WordPress, businesses can automate email marketing campaigns, track visitor behavior, and nurture leads through personalized workflows.
HubSpot offers a free plan with valuable features ideal for small businesses. These include basic email marketing, contact management, lead capture forms, and reporting tools. It also includes email automation for sending targeted messages, helping businesses engage with leads and customers efficiently. The free plan allows businesses to start using HubSpot without an upfront investment, while still benefiting from powerful inbound marketing tools.
Think of a coaching business that promotes free webinars. When a visitor registers through a WordPress form, the entry is immediately sent to HubSpot. Instead of just collecting names, Emails, and HubSpot segments, these leads are categorized by interest, whether it’s SEO, social media, or automation. Once inside, HubSpot begins nurturing them with personalized drip emails, guiding attendees toward becoming paying clients. This simple integration turns basic signups into a reliable sales funnel powered by inbound marketing.
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Want a step-by-step guide to get started? Check out the official Bit Integrations documentation for HubSpot integration. It walks you through how to connect your WordPress HubSpot in just a few clicks, no coding required. This ensures leads flow seamlessly into your HubSpot CRM, helping you automate follow-ups and grow your business more efficiently.
Salesforce integration with WordPress is a robust solution for small businesses looking to grow and scale efficiently. As one of the most widely used customer relationship management (CRM) platforms, Salesforce provides powerful tools to streamline sales, marketing, and customer service, all of which are essential for small businesses looking to scale.
Salesforce offers a free plan with core features that are extremely helpful for small businesses. The Salesforce Essentials plan provides access to basic CRM functionalities such as contact management, lead tracking, and task automation.
Additionally, the free plan includes email integration, which allows users to send up to 500 emails per day, making it great for small businesses to reach out to leads and customers without needing extra email marketing tools. It also includes basic reporting tools, a mobile app, and 24/7 customer support, making it easier for teams to stay connected and productive on the go.
Salesforce is an ideal choice for small businesses that are planning to expand. Its scalability means that businesses can start with the Essentials plan and upgrade as they grow, accessing more advanced features like workflow automation, custom reporting, and advanced analytics. As your business grows, Salesforce can grow with you, providing deeper insights and greater control over your customer relationships and sales processes.
Consider a growing digital agency that relies on Elementor forms to generate client inquiries. With Salesforce connected, every new submission instantly becomes a lead in the system, complete with the prospect’s details. Salesforce then assigns the lead to the right account manager, logs the activity, and tracks progress as the conversation develops. When WooCommerce is also linked, invoices and deal values sync in real time, giving the team full visibility of the sales cycle without juggling multiple tools.
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Setting up Salesforce integration with WordPress doesn’t have to be complicated. Tools like Bit Integrations make it easy to connect your WordPress forms, WooCommerce store, and other plugins directly to Salesforce, without writing a single line of code. This ensures leads flow automatically into your CRM, follow-ups are never missed, and your team stays focused on closing deals instead of managing data manually.
Brevo integration with WordPress offers small businesses a straightforward solution for managing customer relationships and automating marketing efforts. Known for its user-friendly interface and visual pipelines, Brevo seamlessly integrates with WordPress to enhance your business operations.
With Bit Integrations, you can easily connect WordPress forms with Brevo, as well as eCommerce plugins like WooCommerce, LMS platforms, and over 138 other WordPress plugins. This allows you to capture leads, sync customer data, and automate workflows with just a few clicks.
Brevo’s free plan provides valuable features that cater to the needs of small businesses:
Picture an online clothing store running on WooCommerce. Each time a buyer completes a purchase, their information is sent directly to Brevo. Instead of being stored as a generic contact, the buyer is tagged according to their product category, such as “summer collection” or “formal wear.” Brevo then kicks off an automation that sends styling tips, care instructions, and exclusive offers tailored to the purchase. What could have been a simple receipt email turns into an ongoing conversation that drives repeat sales.
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For easy integrations, read our official document about Brevo integration.
Flowlu CRM integration with WordPress gives small businesses a simple yet powerful way to capture leads from a WordPress site, manage sales pipelines, and keep projects moving, all in one platform. Its clean interface and unlimited contact management make it a cost-effective solution for growing teams.
Flowlu free plan provides:
Now imagine a creative agency handling multiple projects at once. When a potential client fills out a “Request a Quote” form on their WordPress site, the data flows straight into Flowlu, automatically creating a deal card in the sales pipeline. Once the client signs on, the same system launches a new project board with tasks and deadlines assigned to the team. This integration eliminates the usual back-and-forth between sales and project management, allowing the agency to move seamlessly from prospecting to delivery.
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The free plan doesn’t specify daily email sending limits.
If you’re looking for a simple way to integrate your WordPress forms or other plugins with CRM without touching a single line of code, Bit Integrations is the perfect solution. Bit Integrations is a pure no-code WordPress integration tool that supports over 138 popular WordPress plugins, which lets you connect your favorite form builder or WooCommerce store to a wide range of popular CRMs without writing a single line of code.
If you’re using Elementor Form, Contact Form 7, WPForms, Bit Form, or WooCommerce? Bit Integrations, a free WordPress automation solution, helps you send form submissions, orders, and customer data directly to your CRM.
Popular CRMs you can integrate with WordPress include: HubSpot, Zoho CRM, Brevo CRM, Salesforce, Freshsales, Flowlu, and over 28+ CRMs. This means you can build a seamless workflow: capture leads on your WordPress website, sync them into your CRM.
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Getting started with Flowlu integration is easier than you think. With Bit Integrations, you can connect Flowlu to your WordPress forms, WooCommerce store, LMS plugins, and more, with zero coding required. This means your leads, orders, and customer data flow seamlessly into Flowlu, helping your team stay organized and focused on growing your business.
CRM integration with Bit Integrations in WordPress is easier than you think. Here’s how easy it is to set up:
Now, when a customer places an order from New York City, their details are automatically added to your NYC-specific contact list, ensuring precise segmentation and targeted communication.
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Read our official documentation about WooCommerce integrations
Integrating a CRM with your WordPress site isn’t just an option; it’s a necessity for staying competitive. From Zoho’s affordability to HubSpot’s marketing power, each CRM offers unique advantages. The right integration ensures that your business runs smoothly, saves time, and enhances customer relationships.
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Absolutely! You can still integrate your CRM with WordPress by using Bit Integrations outgoing webhook features!
Yes! CRM integrations can significantly enhance your marketing efforts. By syncing your leads directly into your CRM, you can send them to specific contact lists or different segments based on their behavior, interests, or demographics.
Yes! With Bit Integrations, you can integrate your WooCommerce store, SureCart, Doakn, and EasyCommerce with your favorite CRM.
You can find your CRM integration API under the CRM “SMTP and API” section. You can generate your CRM integration Api token from this section.
First, Define Objectives: Understand what data needs to flow between the CRM and ERP, such as customer info, sales orders, or inventory.
Choose Integration Method: Select an integration method, either through:
API-based integration: Using pre-built or custom APIs to sync data in real-time.
Middleware: Using integration platforms like Bit Integrations to connect the systems without deep coding.
Custom Development: Developing a custom solution to suit your unique requirements.
Map Data Fields: Identify and match fields between the CRM and ERP, ensuring data consistency.
Test the Integration: Run tests to ensure data syncs correctly, and the systems work together seamlessly.
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