Frontlane Studio supports native integrations with the most popular CRM platforms. This guide covers setup, data mapping, and troubleshooting.
Supported Platforms
| CRM | Sync Type | Features |
|---|---|---|
| HubSpot | Bi-directional | Contacts, forms, deals, email tracking |
| Salesforce | Bi-directional | Leads, contacts, opportunities, custom objects |
| Zoho CRM | One-way (push) | Contacts, leads |
| Pipedrive | One-way (push) | Contacts, deals |
Setting Up HubSpot
- Navigate to Integrations in the control panel.
- Click Connect HubSpot and authorize via OAuth.
- Map your WordPress form fields to HubSpot contact properties.
- Enable Lead Sync to automatically push form submissions to HubSpot.
Form submissions from Contact Form 7, Gravity Forms, and WPForms are all supported.
Setting Up Salesforce
- Navigate to Integrations and click Connect Salesforce.
- Log in with your Salesforce admin credentials.
- Configure field mappings for Leads and Contacts.
- Optionally enable Opportunity Sync to create deals from WooCommerce orders.
Data Mapping
Each integration lets you map WordPress fields to CRM fields. Common mappings include:
- Form “Name” → CRM “Full Name” or “First Name” + “Last Name”
- Form “Email” → CRM “Email”
- Form “Company” → CRM “Company Name”
- Page URL → CRM “Lead Source”
Custom fields are fully supported — map any WordPress meta field to any CRM property.
Troubleshooting
- Leads not appearing? Check that the integration is active under Integrations → Status. Look for error logs in the sync history.
- Duplicate contacts? Enable deduplication by email address in the integration settings.
- Rate limits? HubSpot and Salesforce impose API rate limits. If you’re syncing high volumes, enable batched sync mode.