Today, it’s almost impossible for any business to run and track its operational activities without using an ERP solution. ERP, or Enterprise Resource Planning, allows business organizations to combine various functions, like finance, HRM, inventory management, supply chain management, and more, from one place.
By integrating popular CRM tools into the ERP solution, you can also bring many customer management-related functions into the same single platform. For example, you can unlock advanced automation, better lead tracking, and seamless communication across various channels.
But to truly reap the benefits of CRM and ERP, you need the right tool. For WordPress users, WP ERP is the ultimate solution. It’s a powerful and widely trusted ERP plugin that integrates effortlessly with leading CRM tools.
Whether you’re running a small startup or managing a large enterprise, this tool can enhance efficiency across the board. In this blog post, we’ll walk you through how to sync WP ERP with popular CRM tools to optimize your business operations.
Keep reading it to the end!
What Is the WP ERP Plugin?
WP ERP is a comprehensive and feature-rich WordPress plugin to simplify your business operation management. It comes with three core modules – HR, Accounting, and CRM. With them, you can easily handle employee records, customer interactions, and various financial transactions from one single dashboard.
You can automate workflows, manage leads, track expenses, and generate reports (invoices and estimates) with it. WP ERP is highly customizable, offering a vast collection of extensions. It integrates with around a dozen popular CRM tools, like Zendesk, Help Scout, and Awesome Support Sync.
How to Sync WP ERP with Popular CRM Tools
As already said, WP ERP integrates with many popular CRM tools. In this section, we’ll list them and explain how to sync them with the popular CRM tools. To begin the tutorial, you need the following plugins on your website.
Once they are installed and activated on your site, you’ll see the WP ERP menu is created on your admin menu bar.
Navigate to WP ERP > Modules. Then, toggle on the CR Management option. This will allow you to sync the popular CRM tools with the ERP plugin as you want.
In the following, we’ll show you how to enable and sync the popular CRM tools with the WP ERP plugin.
1. Zendesk
Zendesk is a cloud-based customer support platform. It enables you to manage customer inquiries through email, chat, phone, and social media. It includes various automation and self-service options to improve response times and enhance customer satisfaction.
Integrate Zendesk into WP ERP
Go to WP ERP > Modules. Scroll down the page a bit. Find and enable the Zendesk option.
Go to WP ERP > Settings > Integration. You’ll see the Zendesk option here, as you enabled it just a while ago. Click the Configure button.
A popup will open up. You have to write all the necessary credentials of your Zendesk account into the fields on the popup.
Now, go to your Zendesk account. Register or log into your Zendesk account.
Click the Email icon. This will take you to the email page from where you have to change the default email address given by Zendesk.
This is the email address Zendesk will be using to communicate with your audiences. Once you have placed the email address correctly, click the Set Up button.
Now, from the Settings option on the left menu bar, come to the API option. Click on API.
Enable the Zendesk API option to see the API key and other credentials.
Copy-paste the necessary credentials into the fields of the popup and hit the Save button. The Zendesk account will be synced with the WP ERP plugin.
2. HubSpot
HubSpot is an all-in-one customer relationship management solution for marketing, sales, customer service, and content management. Countless organizations worldwide use HubSpot to attract, engage, and delight customers.
Integrate HubSpot into WP ERP
In the same way, enable the HubSpot extension by toggling it on.
Go to Settings > Integration. You’ll see the HubSpot option there. Click the Configure button.
After the popup opens up, click the I need help getting my access token! This will take you to the respective HubSpot page, from where you can collect the access token.
Copy-paste the access token into the box and click the Save button. Thus, you can sync HubSpot with WP ERP.
3. Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer service, and analytics in one unified system. It offers advanced automation, AI-powered insights, and seamless integrations, enabling businesses to streamline processes and improve customer interactions.
Integrate Salesforce into WP ERP
In the same way, toggle on the option to enable Salesforce Contacts Sync.
Then, navigate to Settings > Integration. Once you see the Salesforce option, click the Configure button.
A popup will open up. Click the Connect button on it.
You’ll be taken to the Salesforce website. Log into the account using your credentials.
Click the Allow button to let Salesforce be connected with WP ERP.
You’ll come back to the integrations section of the WP ERP plugin on the WordPress dashboard again. Click the Synchronize button.
Thus, you can sync Salesforce with WP ERP.
4. Help Scout
Help Scout is a customer service-focused CRM designed to help businesses manage conversations, support tickets, and knowledge bases in a seamless and collaborative way. It offers a shared inbox, automation, and reporting tools, making it easy for teams to deliver personalized and efficient customer support.
Integrate Help Scout into WP ERP
Toggle on the Help Scount Integration option in the same way as shown above.
Go to Settings > Integration. You’ll find Help Scout on the list. Click the Configure button on its next.
A popup will open up where you have to place your Help Scout ID and Secret keys.
Copy-paste the App ID and App Secret keys into the respective fields. Then, click the Save button.
Once you click the Save button, Help Scout will be synced with the WP ERP plugin.
5. Mailchimp
Mailchimp is a popular marketing platform that offers email marketing, automation, and customer relationship management (CRM) tools to help businesses grow and engage their audience. It provides features like audience segmentation, campaign tracking, and AI-driven insights, making it easy to personalize marketing efforts.
Integrate Mailchimp with WP ERP
Enable the Mailchimp module by toggling it on.
Go to Settings > Integration. Once you see Mailchimp, click the Configure button next to it.
Hope you have an account in Mailchimp. To get the API key, click the Get your API key here.
Copy-paste the API key to the respective field and click the Save button.
Once done, you’ll be taken to the integration section of the plugin. By clicking the Synchronize button, you can sync Mailchimp with WP ERP.
Thus, in the same way, you can sync the other popular CRM tools with the WP ERP plugin.
What Else Can You Do with the WP ERP Plugin?
As already said, WP ERP comes with three core modules. The CRM module is the one that allows you to sync and integrate CRM platforms to the plugin. Now, let’s take a quick look at the other modules and what you can do with them.
HR Management Module
The HR Management module in WP ERP provides a comprehensive solution for efficiently managing employee-related tasks. It allows businesses to streamline their HR processes from recruitment to performance evaluation. It ensures that all employee information is organized and easily accessible.
Key features of the HR Management module:
- Maintain detailed records of employees, including personal information and job roles
- Track and manage employee leave requests and approvals
- Monitor employee attendance and punctuality effectively
- Post job openings and manage the recruitment process, including applications and interviews
Accounting Module
The Accounting module of WP ERP is designed to simplify financial management for businesses. It provides tools for handling all financial transactions, invoicing, and generating reports, which are essential for maintaining a clear overview of the company’s financial health.
Key features of the Accounting Module
- Manage all financial transactions, including income and expenses
- Create and send invoices to clients, streamlining the billing process
- Generate comprehensive financial reports to analyze business performance
- Monitor and categorize business expenses for better financial oversight
Conclusion
By syncing WP ERP with popular CRM tools, you can centralize data and improve collaboration between your teams, remarkably taking your business operations to the next level. However, to make the most out of these integrations, it’s essential to follow some best practices during the process.
Make sure your data is clean and well-organized so you can prevent errors and discrepancies. Monitor and update your synced data for accuracy and consistency. Limit user access permissions to sensitive information so none can alter the valuable ones.
Lastly, WP ERP comes with many automation features. You can leverage them in the case of repetitive tasks to save time and use them in other operations where they require the most.
