How to Connect Your WordPress IDX Website to Salesforce Using Zapier
Salesforce is a widely used customer relationship management software that helps businesses understand their clients better and market to them more effectively. Salesforce users can identify trends in their customer base, improve response times and automate redundant tasks.
This represents a huge timesaving for real estate agents, and it can help them focus on their primary task, selling homes.
Realtyna’s Zapier Add-on connects your WordPress IDX site to Salesforce and merges contact info and other lead details between the two platforms.
What Is Zapier Add-on?
Zapier is a third party web service that connects software applications not designed to work with one another. Realtyna’s Zapier Add-on harnesses the power of Zapier in the WordPress IDX context. It provides the common processes to get Realtyna’s WordPress WPL platform to communicate and share data with Salesforce.
How Does It Work?
The Zapier Add-on works by creating triggers within the WPL IDX system. Once one of these triggers is met, the add-on executes an action. With Zapier Add-on, new CRM contact is the primary trigger. Whenever this new entry occurs, the add-on automatically sends user information to Salesforce, allowing you to merge contact lists and lead management functions between your IDX system and Salesforce CRM.
When setting up your WPL connection to Salesforce, Realtyna will:
- Set the WPL trigger (based on new CRM contact)
- Create the action to send data to Salesforce
- Test the integration and execute the connection
The end product is a working Zapier connection that feeds user data from WPL to Salesforce automatically.
Now you know how to connect your IDX WordPress Website to Salesforce using Zapier. To get started, give our sales team a call. Or leave a comment below if you have questions or feedback.
For more from the Realtyna blog, check out 9 Steps to Create a WordPress Website That Sends IDX to Facebook and How to Add Yelp to Your Real Estate IDX Listings.