---
title: Integration of CRM with the site: step-by-step instructions
url: https://blog.krasovskiy.team/en/integration-of-crm-with-the-site-step-by-step-instructions/
date: 2026-07-14
lang: en
source: blog.krasovskiy.team
---

# Integration of CRM with the site: step-by-step instructions

Today's business can't afford to lose customers due to chaotic lead management - HubSpot research shows that companies that automate the work with the lead form on the site increase conversion by 30-50%. Integrating CRM with your site is not just a technical upgrade, but a way to instantly capture every inquiry, track the customer journey and never miss an opportunity. For example, if you sell online courses, then thanks to synchronization with Bitrix24 or HubSpot, you can automatically send letters with an offer after the user fills out the form on the landing page.

## Why integrate CRM with your site: key benefits

CRM integration with the site is not just a technical upgrade, but a way to make the business more efficient at all levels. Почнемо з головного: автоматизація збору даних. Instead of manually transferring requests from a website form to an Excel spreadsheet or notes, CRM captures them instantly. For example, when a customer leaves a request for a consultation or buys a product, the system immediately creates a card with contacts, interaction history and the status of the deal. This reduces application processing time by 30-50% and eliminates human error. In addition, the data is synchronized in real time — if the client has updated the phone number on the site, the changes will be reflected in the CRM without additional actions.

Друга перевага — покращена комунікація з клієнтами. CRM allows you to segment the audience by behavior on the website: who viewed the page with prices, who added the product to the cart, but did not place an order. На основі цих даних можна запускати таргетовані email-розсилки або дзвінки. For example, if the user abandoned the cart, the system automatically sends him a reminder with a promotional code for a discount - the conversion of such letters reaches 15-20%. Or another scenario: the customer downloaded the guide from your site, and CRM immediately assigns him the tag "interested in product X" so that the manager can prepare a personalized offer.

Нарешті, інтеграція підвищує конверсію завдяки прозорості бізнес-процесів. You see at what stage the deals "hang", which channels bring the most quality customers, and where you lose money. For example, if 70% of requests from the site are not processed on time, CRM will identify this problem and help optimize the work of the sales department. Or if the traffic from Facebook converts 3 times better than from Google Ads, you can reallocate the budget. The result is less routine work, more sales and satisfied customers who receive quick and relevant answers.

### Які дані можна синхронізувати між сайтом і CRM

Synchronization between the site and CRM is not just a transfer of data, but an opportunity to automatically collect and analyze information that really affects the business. For example, customer contact data: name, phone, email, company, position — all this gets into the CRM immediately after filling out the form on the website. No need to manually transfer each record: the system does it in seconds, reducing the risk of errors and saving time (according to HubSpot, automation reduces application processing time by 30-50%).

In addition to basic data, you can synchronize the history of interactions: which pages the user visited, which products he added to the cart, how much time he spent on the site. [It allows you to track the client's interests and](https://blog.krasovskiy.team/omnikanalnist-iedynyi-dosvid-kliienta/) build personalized communications. For example, if the user viewed the page with prices for the service several times, the CRM will record this and launch an automatic email with a consultation offer.

The main thing is to configure the integration so that the data is not just collected, but used for real business tasks: increasing conversion, reducing customer churn, automating routine processes. For example, if the client does not respond to an email within 3 days, CRM can automatically create a task for the manager to call and clarify the details.

## Choosing a CRM system for integration with the site

Choosing a CRM for integration with the site is not about taking the first and best from the top of Google. It is worth starting with three key questions: what exactly you need to automate, how much you are willing to pay and whether the system will "make friends" with your site. For example, if you're collecting leads via WordPress forms, make sure your CRM supports a REST API or has a built-in plugin — otherwise you'll have to write custom code, which is an extra 10-20 hours of developer time. Don't overdo it with functionality, either: Small businesses rarely need Salesforce's $165/user/month predictive analytics when HubSpot offers a basic CRM for free.

Among popular options:

If your site is on Tilda or Wix, look for a CRM with ready-made integrations — for example, amoCRM or Pipedrive. For self-written solutions, it is better to choose systems with an open API (like Zoho CRM) or those that support webhooks. And do not forget about Ukrainian language support: not all CRMs have it, and this is critical for call centers or support services.

### Which CRMs are best for small and medium businesses

For small and medium-sized businesses, CRMs that combine an affordable price, ease of configuration and convenient integration with the site are best suited. Here are some proven options:

If the budget [is limited, start with the free versions of HubSpot](https://blog.krasovskiy.team/crm-dlya-malogo-ta-serednogo-biznesu-oglyad-hubspot/) or Bitrix24 - they will cover the basic needs. For more flexible solutions, pay attention to Zoho CRM or Amocrm, especially if you need localization for the Ukrainian market. [All listed systems have ready instructions](https://blog.krasovskiy.team/vybir-platizhnoyi-systemy-dlya-sajtu-yaku-krashhe-obraty/) for integration, so even without technical skills you can set them up in a few hours.

## Preparing the site for CRM integration

Before integrating CRM with your site, make sure your platform is technically ready for it. Start by checking compatibility: Most modern CRMs (HubSpot, Bitrix24, amoCRM) work with WordPress, OpenCart, Shopify or custom PHP/JavaScript solutions, but version requirements may vary. For example, API integration often requires PHP 7.4+ or Node.js 14+, and some plugins require a minimum of 256MB of RAM on the server. Find the "Technical requirements" section in the CRM documentation and compare with the parameters of your hosting - if something does not match, update the software or change the tariff.

![benefits of CRM](https://blog.krasovskiy.team/wp-content/uploads/2026/07/intehratsiia-crm-z-saitom-pokrokova-instruktsiia-inline1.jpg)

The next step is to set up feedback forms. CRM should receive data from all sources: order forms, newsletter subscriptions, chatbots. Check that all form fields (name, email, phone, comment) have correct names and data types — for example, the "Phone" field must accept only numbers, otherwise CRM will not be able to process it. If you use form builders (Elementor, Contact Form 7), export their structure to JSON or CSV to then map to fields in CRM. Do not forget to test the sending of data: fill out the form on the site and check whether the data is sent to the admin or to the mail - this will help to identify errors before integration.

Be sure to back up your site and database. Integration is an intervention in the code or settings, and even a small mistake can lead to data loss or site failure. Use plugins like UpdraftPlus (for WordPress) or built-in hosting tools (cPanel, Plesk) to keep a full copy of your files and database. Store backups on a separate server or in cloud storage, such as Google Drive or AWS S3. If the site is large (more than 5 GB), split the archive into parts to avoid errors during download.

Finally decide on the method of integration. The most common options:

Choose a method depending on your technical capabilities and tasks. When in doubt, start with a plugin - it's easy to install and test, then move on to APIs or webhooks as needed. Most importantly, make sure all data on your site is structured and backed up before integration - this will save you hours of troubleshooting.

## Step-by-step instructions for integrating CRM with the site

Let's start with choosing a CRM: if you don't have a system yet, register with one of the popular ones - Bitrix24, HubSpot, amoCRM or Salesforce. Most offer free plans to get started (for example, HubSpot gives 1 million contacts in the free version). After signing up, log in to your control panel and look for the "Integrations" or "API" section. In Bitrix24 it is "Settings" → "Integrations" → "REST API", in HubSpot it is "Settings" → "Integrations" → "API key" (or "Private Apps" for more modern versions).

Next, we generate access keys. In most CRMs, this is a token or an API key - copy it to a safe place (for example, to a password manager). If the system requires OAuth (like Salesforce), create a "Connected App": in Salesforce it's "Setup" → "App Manager" → "New Connected App". Set the callback URL (for example, `https://vashsayt.ua/auth/callback`) and save the Client ID and Client Secret. For simplicity, use the API key first - it's easier to test with.

$apiKey = 'your_api_key';
$url = 'https://api.hubapi.com/crm/v3/objects/contacts';
$data = [
 'properties' => [
 'email' => 'client@example.com',
 'firstname' => 'Ivan',
 'phone' => '+380661234567'
 ]
];
$headers = [
 'Authorization: Bearer ' . $apiKey,
 'Content-Type: application/json'
];
$ch = curl_init($url);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($data));
curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

- `{ "fields": { "TITLE": "New Agreement", "STAGE_ID": "NEW", "CONTACT_ID": 123 } }`
- `curl -X POST "https://ваш_домен.bitrix24.ua/rest/1/ваш_код_доступу/crm.deal.add" -H "Content-Type: application/json" -d '{"fields": {"TITLE": "Тест"}}'`
- **Tip:** Before installing, check the compatibility of the plugin with your CMS version - for example, a plugin for OpenCart 3.x may not work on OpenCart 4.x. Also, pay attention to CRM API request limits: some free plugins limit the number of synchronizations per day (usually 500-1000).
- **Duplicate contacts.** Occur when CRM does not recognize the same email or phone numbers. Solution: Set up unique identifiers (e.g. email as key field) or use deduplication tools in CRM.
- **Do not test the integration on "live" data.** Create a test account in CRM and a separate copy of the site so as not to spoil real contacts. For example, in Pipedrive you can create a "sandbox" for developers.