Getting More from Your CRM: Integrating GlueUp with WordPress

by | Jan 15, 2024 | Business

Customer relationship management (CRM) systems like GlueUp are invaluable for managing contacts, deals, and business relationships. However, the data in these systems often remains locked away, unseen by your wider customer base. Integrating your CRM with your WordPress website unlocks the potential of this data.

The GlueUp CRM

GlueUp CRM is a powerful user-friendly customer relationship management (CRM) platform built for small and medium-sized businesses. It is an all-in-one software that combines contact management, deal tracking, and integrated email to help organizations optimize their sales pipelines. GlueUp’s key goal is to streamline business relationships and drive productivity by aggregating all information related to accounts, contacts, deals, appointments, and tasks in one centralized location. Robust automation features also eliminate repetitive administrative tasks.

Everything in GlueUp is customizable—from modules to fields—to fit the unique needs of each business. The software delivers actionable insights through real-time reports to inform better decision-making.

Behind the Scenes of GlueUp

GlueUp was founded in 2014 by a team of experienced software engineers and business leaders. The co-founders have a proven track record of creating CRM technologies and top-notch products for small and medium enterprises.

GlueUp has been self-funded and grown steadily. While headquartered in the United States, the company has staff located worldwide to provide personalized 24/7 customer support. GlueUp serves thousands of customers across many industries around the globe. However, they still pride themselves on catering to the individual needs of small and medium businesses looking for a customized CRM solution to manage relationships and boost sales. The company culture remains centered around evolving the product based on real customer feedback.

With an easy-to-use interface, flexible customization, and excellent customer service, GlueUp CRM equips growing businesses with a complete relationship management solution tailored to how they operate.

The Benefits of GlueUp CRM

GlueUp offers a customizable cloud-based CRM platform for small to medium sized businesses. Key features include:

  • Contact Management: Organize all your prospects and customers in one searchable database.
  • Deal Tracking: Track your sales pipeline by attaching deals to contacts and tagging with custom fields.
  • Email Integration: Sync email conversations to deal and contact records.
  • Custom Fields & Modules: Tailor GlueUp to your unique business needs.

By centralizing your business data in GlueUp, you gain visibility into deals and relationships that might otherwise fall through the cracks.

Showcasing Listings on WordPress Sites

While GlueUp excels as a CRM, its dashboard remains hidden behind a login screen. By showcasing listings on a public-facing WordPress site, you put this data to work attracting new business.

Potential uses include:

  • Business Directories: Display key details on each business contact.
  • Service Listings: Showcase details on the types of deals you broker.
  • Staff Profiles: Introduce your sales team alongside their contact info.

Updates made in GlueUp automatically flow through to these listings.

The Power of Integration

Manually transferring CRM data to your website creates extra work. At Web321, we eliminate this hassle by building custom integrations between GlueUp and WordPress.

Our plugin connects with the GlueUp API to import your contacts into custom post types and associate the CRM data to WordPress posts via Advanced Custom Fields. From there, flexible templates allow you to display this information to website visitors any way you choose. We have built our system to take various formats of data and populate ACF fields: post fields, checkboxes, image galleries and other elements. Given how many options there are, we’re offering to do the integration set-up for clients who want to connect GlueUp to WordPress.

Updating details in your CRM dashboard updates the website. This automation not only saves time but ensures accuracy between the two systems.

Get More from Your Data

Unlock the potential of your GlueUp CRM by showcasing data to the world through WordPress integration. Web321 specializes in building these bridges to connect CRMs to WordPress sites.

Contact us today to discuss an integration for your GlueUp and WordPress implementation. We can help you showcase your listings, deals, contacts and more – all while saving time through automation.

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