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Step-by-Step Guide: How to install & use HubSpot Plugin for WordPress

Written by Danish Wadhwa | Apr 29, 2020 7:46:00 AM

Do you want to improve your website's marketing and sales? Connecting WordPress with HubSpot can make a big difference.

By adding the HubSpot plugin, you can simplify your marketing tasks, automate processes, and learn important details about your website's visitors. This information can help you create smarter marketing plans.

In this article, we'll delve into the HubSpot plugin for WordPress, its benefits, and how to easily add it to your WordPress site for more advanced marketing features.

  

HubSpot is an all-in-one CRM designed to help businesses attract, engage, and delight customers. It emerged as a powerful and versatile platform, offering an array of tools to streamline marketing efforts and enhance user engagement.

Now, imagine seamlessly integrating these potent capabilities with the user-friendly content management system provided by WordPress. This is where the HubSpot Plugin for WordPress steps in.

What is HubSpot Plugin?

HubSpot Plugin for WordPress - It's a bridge between the versatile content management capabilities of WordPress and the robust marketing tools offered by HubSpot.

This plugin serves as a gateway to seamless convergence, providing users with a unified platform to manage content, engage with visitors, and optimize marketing strategies

The best part about using the HubSpot plugin for WordPress is that you don't require any coding, and it is easiest to use. Many organizations are leveraging HubSpot to grow their business. 

Once you install and add the HubSpot plugin for WordPress, the HubSpot tracking code will be added to your WordPress pages automatically. It will further help you to use HubSpot tools directly from your WordPress account without any hassle. 

Integrating HubSpot with WordPress will not only make your task easier but also save a lot of time.

Let's explore how to integrate HubSpot plugin into your WordPress ecosystem.

Advantages of using HubSpot Plugin

Integrating the HubSpot plugin with WordPress offers many advantages for users seeking a comprehensive and streamlined approach to their online presence.

Some of the key benefits of using the HubSpot plugin are: 

  • Access to comprehensive analytics and reporting tools from HubSpot within the WordPress environment can help users track the performance of their content and marketing campaigns.

  • The plugin may provide an easy way to embed HubSpot forms into WordPress pages or posts, facilitating the collection of information from website visitors.

  • Using the HubSpot Plugin, you can efficiently manage and deliver newsletters. It provides a drag-and-drop email editor to create visually appealing newsletters.

  • Design responsive templates that look great on both desktop and mobile devices.

  • Enhance user engagement and provide real-time interaction on your website using live chat and chatbots. The plugin also allows to handle common queries and guide users through predefined workflows.

Steps to install the HubSpot plugin to grow your business

There are two ways to add the plugin to your WordPress account: Directly from your account or using a zip file.

If you opt for the latter one, you need to download the plugin in zip format and upload it to your account.

Else, follow the following steps: 

➡️ Step 1: Log in to WordPress  

Go to the admin dashboard and sign in to your WordPress site. The admin dashboard is like the control center where you can manage everything on your website.

➡️ Step 2: Navigate to Plugins > Add New

In the left sidebar menu of your WordPress dashboard, find and click on "Plugins." From the dropdown menu, select "Add New." This is where you can explore and add new functionalities to your website.

➡️ Step 3: Search for the HubSpot All-In-One Marketing Plugin

Once in the Plugins section, you'll see a search bar. Type "HubSpot All-In-One Marketing – Forms, Popups, Live Chat" into the search bar to find the plugin.

➡️ Step 4: Click Install Now

After finding the HubSpot plugin in the search results, click on "Install Now" in the upper right corner. This action initiates the installation process for the plugin.

➡️ Step 5: Activate Plugin

Once the installation is complete, click on "Activate Plugin." This step activates the HubSpot plugin on your WordPress site.

➡️ Step 6: Navigate to HubSpot in the Left Sidebar Menu

In the left sidebar menu, you'll now see a "HubSpot" option. Click on it to access the settings related to the HubSpot plugin.

➡️ Step 7: Click "Login to your account" to finish the Installation

Within the HubSpot settings, look for the "Log in to your account" option. Click on it to complete the installation process. If you haven't created a HubSpot account yet, we advise you to set one up.

Source: HubSpot

Steps to switch the HubSpot account 

If you find the need to switch the HubSpot account linked to your plugin, follow these steps:

➡️ Step 1: Navigate to HubSpot in the Left Sidebar Menu

Go to the left sidebar menu of your WordPress dashboard and click on "HubSpot." From the dropdown menu, select "Settings." This is where you can manage configurations related to your HubSpot integration.

➡️ Step 2: Click "Disconnect this Account" 

Under the "Connected to HubSpot Hub ID" field, you'll find an option that says "Disconnect this account." Click on this to initiate the process of disconnecting the current HubSpot account.

➡️ Step 3: Confirm the Disconnection in the Dialog Box

A dialog box will appear asking if you want to disconnect the account. Click "Yes, Disconnect" and then confirm the action by clicking "Ok." This step finalizes the disconnection process.

After the installation, you are free to create HubSpot forms from WordPress and avail of other free CRM benefits by logging into the new HubSpot account. 

Moreover, if you have a multisite network setup on WordPress, then you have to separately activate each plugin. 

Useful Reading - The Definitive Guide to HubSpot CRM

Key Points to consider while using the HubSpot Plugin for WordPress

HubSpot Plugin emerges as a key ally in elevating your website's performance. However, harnessing the full potential of this integration requires an understanding of essential considerations. 

  • Make sure that the plugin requirements should match with the current WordPress version. Click here to learn more about the plugin requirements.
  • If you are using any WordPress plan (personal, premium) other than WordPress.org or WordPress.com Business plan, then it will not be compatible with the plugin or JavaScript. So, make sure you use an accurate plan.

  • To install plugins for your site, you need to be a WordPress admin or super admin. 

  • Make sure you enable third-party cookies in your browser and disable extensions or add-ons. Google Chrome, Microsoft Edge, Safari, Internet Explorer, and Mozilla Firefox are some major browsers that enable third-party cookies. 

  • Don't forget to incorporate the wp_footer function in the WordPress theme's footer file (footer.php). 

  • Before installing the plugin, allow the third-party cookie in your web browser and disallow any ads or extensions that block those cookies on the same. 

How to use the HubSpot plugin?

Congratulations, you have installed the plugin successfully!

Now, you can create forms, manage contacts, and create a list directly from your WordPress account. It will help you enhance your business with even more ease and power. You can access your HubSpot data from your favourite WordPress account.

Let's check some of the tools available in the left panel of your WordPress Account. You can access them to get more productive. These are:

Forms and Popups

HubSpot plugin helps you create forms and popups that are responsive and can be added to your website. Contact Forms will help you gather the essential information of your contacts and visitors, whereas popup forms allow you to attract new leads by creating engaging lead capture forms.

Moreover, it also enables you to nurture leads by adding follow-up emails to specific forms. 

Lists

Whenever you enroll contacts in your workflows depending on the trigger criteria and workflow type or send marketing emails to engage active subscribers, the HubSpot plugin lets you easily segment lists and perform the task more accurately and efficiently. 

This helps you do your tasks better and faster, especially when you're using specific triggers or types of plans. 

Dashboards

You will get access to the HubSpot reporting dashboard, which further helps in monitoring new contacts from one centralized place. It will help you in converting more leads into customers. 

Integrations

There are around 300 integrations like HubSpot salesforce integrations, HubSpot Zaire integrations, and many more with which you can easily integrate your HubSpot account and speed up your business processes. 

Email Marketing

With HubSpot, you can create both responsive and clean emails in drag and drop editor. It will help you convert more leads and increase business productivity. Moreover, you can also create subject lines and personalized content, which will make your email more engaging and customized. 

Learn- how to create marketing emails in the drag-and-drop email editor

Contacts

Managing contacts is another challenge that most companies face. But HubSpot helps you store and manage a large number of contact records with deals, companies, and tickets in your HubSpot CRM. 

Built-in Analytics

HubSpot allows you to analyze website performance directly by clicking the dashboard link in the plugin menu. You would be able to easily track each and every task performed on your website. 

Live Chat and Chatbots

Last but not least is the live chat and chatbot feature. It will help you respond to your visitors right away and make real-time connections. Even if you are not available, automated chatbots make your audience feel connected. 

So, what HubSpot features will you add to your WordPress site?

Hopefully, with all the information regarding HubSpot Integration, you've successfully installed the HubSpot plugin and are ready to use it for your WordPress site.

You can perform and manage each task effortlessly from one centralized place. It will not only reduce your efforts but also save time. 

Now that we've explored the HubSpot Plugin's capabilities, what unique features are you planning to leverage for your WordPress site? Tell us in the comments.

Still facing challenges working with HubSpot and WordPress integration? Connect with us to get expert advice.