Integrating HubSpot CRM During Your WordPress Migration

Integrate HubSpot and WordPress Site in 6 Easy Steps [A Complete Setup Guide]

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Your WordPress website is running full-fledged, leads are trickling in, prospects are emailing, sales are at an all-time high, but all this data is scattered; some in WordPress forms, some in spreadsheets, some lost in your inbox.

When it comes to managing those leads, you’re switching between forms, emails, spreadsheets, and maybe even a few different tools just to stay organized.

That’s where you knew there had to be a better way for keeping things organized, and chose to integrate your WordPress site with HubSpot CRM. It makes your site an active lead-generating machine and does not limit it to a passive brochure.

In this guide, you’ll learn everything you need to know about WordPress HubSpot integration, why it matters, how to do it step by step, what to do if something goes wrong, and more. So, let’s dive in!

Why Integrate HubSpot CRM with WordPress

If you use WordPress for your website, you know how flexible and easy it is to build pages, publish blogs, add plugins, and manage functionalities. But when it comes to running campaigns and managing leads, WordPress has its limits. That’s where HubSpot CRM integration changes everything.

You get relief from managing the following tasks manually once you integrate HubSpot with WordPress:

  • Every form fill becomes a contact in your CRM automatically.
  • You can track visitor behaviour, see which pages attract leads, and use that data to optimize.
  • Marketing automation can trigger follow-ups, email sequences, or internal alerts; all based on what people do on your site.
  • You can unify content, lead capture, and analytics under one roof.

In short, connecting HubSpot CRM with WordPress is about syncing your scattered data and aligning your website & CRM to work as one unified system.

What You Need Before Starting the Integration

Before you start with HubSpot and WordPress integration, you need to have a few things in place. They are:

  • A running WordPress website with admin access
  • A HubSpot account
  • SSL and the latest updated plugins
  • Clear understanding of data flow
  • A secure and up-to-date backup of your website
  • Clarity on which HubSpot features you will use

Once you’ve checked off these items, you’re ready to start connecting your WordPress site with HubSpot. The process is easy, especially if you follow the recommended method using HubSpot’s official plugin.

Step-by-Step Guide: How to Integrate HubSpot with WordPress

Let’s walk through the process using the official plugin route, the one most people start with.

1. Check compatibility and prepare

Ensure your WordPress version is up to date, and your theme or other plugins are not blocking new scripts or code injection.

2. Installing the HubSpot plugin

  • Log in to your WordPress dashboard.
  • Go to Plugins → Add New.
  • Search for HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics.
  • Click Install Now, then Activate.

3. Connect your WordPress site

When you open the HubSpot tab, you’ll be asked to either log in to your existing HubSpot account or create a new one.

If you’re already using HubSpot CRM, simply sign in with your credentials. WordPress will automatically connect to your HubSpot account through a secure API connection.

4. Embed HubSpot forms, CTAs, chat, etc.

  • In WordPress under HubSpot → Forms, you can create or embed forms directly.
  • Enable features like Live Chat / Chatbot under Conversations in HubSpot; the plugin will render the widget automatically

5. Settings and Data Sync Configuration

  • Map form fields and contact properties so that your WordPress captured data aligns with your HubSpot CRM fields.
  • Check privacy, consent, and compliance settings.
  • Perform a test: submit a form in WordPress, then confirm the contact appears in HubSpot.

6. Enable HubSpot Tracking

The HubSpot for WordPress plugin automatically installs the HubSpot tracking code across your entire site. This code records page views, sessions, and user interactions, helping you understand how visitors move through your website.

You can verify this by visiting your site and checking your HubSpot analytics. If everything is set up correctly, you’ll see new page view data start appearing.

Different Ways to Connect HubSpot with WordPress

Other than using the official HubSpot – WordPress integration tool, you can also try the following methods to integrate both platforms:

  • Embedding HubSpot elements manually: You can embed HubSpot forms, popups, or CTAs by inserting code snippets into WordPress pages.
  • Integrating via form plugins: If you already use a WordPress form plugin (Gravity Forms, WPForms, MetForm, etc.), you can connect it to HubSpot via add-ons or OAuth.
  • Third-party connectors or automation tools (like Zapier): Use them if you want to sync specific events or apps beyond what the plugin allows.
  • Custom integration using API / webhooks: For advanced use cases where default integrations don’t solve your problem.

Each approach has tradeoffs; plugin is easiest, while custom integration gives the most flexibility. Choose what fits your requirements and site’s complexity.

Troubleshooting Common HubSpot Integration Issues

Even though the HubSpot CRM integration with WordPress is designed to be smooth, you might occasionally run into minor hiccups.

Problem Possible Cause Solution
Forms not syncing
Field mapping is incorrect, or the form is not set to sync
Go into HubSpot form settings, map or enable sync, test again
Not showing tracking data
Tracking script blocked, caching interfering
Clear cache, check for script blockers, ensure plugin is active
Plugin conflict
Another plugin is interfering with JS or embedded code
Deactivate new or suspect plugins temporarily and test
Chat widget not showing
Theme or CSS hiding it, script error
Inspect page elements, check console errors, and review plugin settings
Duplicate contacts
Multiple forms are sending duplicates
Use deduplication rules in HubSpot or adjust form settings
Latency/performance issues
Too many scripts or heavy plugins
Use asynchronous loading, and remove unnecessary scripts

When to Consider a WordPress to HubSpot Migration

Although integrating WordPress with HubSpot is powerful, you might outgrow the setup. That’s when you should think about the WordPress to HubSpot migration.

If your business wants:

  • Smooth CMS + CRM combo with deeper native functionality.
  • More advanced personalization and CMS features beyond WordPress.
  • To reduce the complexity of maintaining two platforms.

Then migrating your site into HubSpot’s CMS becomes more feasible. At that stage, your existing integration experience gives you a big head start.

How TRooInbound Can Help with HubSpot CRM Integration

As a HubSpot Platinum Solutions Partner, TRooInbound has helped businesses of all sizes connect their WordPress websites with HubSpot CRM for better lead management, automation, and reporting.

Here’s how we can help you get more value out of your HubSpot integrations:

  • We audit your site and map your data requirements so that the integration fits your business goals.
  • Our team manages plugin setup, field mapping, and testing so you don’t have to worry about the details.
  • Our experts build custom workflows, lead capture systems, and automation tailored to your buyer journey.
  • We can also manage full HubSpot CRM integration or even guide you through migration.
  • TRooInbound also offers ongoing training and maintenance to ensure the system adapts as your business grows.

Conclusion

Integrating HubSpot CRM with WordPress revamps the way you grow your business online. It bridges the gap between your website and your marketing engine to create personalized experiences for users and maximize the conversion rate.

By now, you know exactly how to set up the integration, which tools to use, and how to troubleshoot common issues on your own. If you want to take your setup to the next level, TRooInbound is here to help. From seamless HubSpot CRM Integration to advanced HubSpot Services, our HubSpot experts make sure every component of your tech stack works in harmony.

Let’s build a connected, data-driven marketing ecosystem for your business with HubSpot-WordPress integration!

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