Umbraco & Salesforce Integration: What to Know About Connecting Salesforce CRM

In the realm of online business, maintaining strong relationships with customers is paramount to achieving success. It's all about fostering enduring connections, recognizing their importance, and striving to create meaningful experiences for your customers. But, it can be difficult to accomplish this online with thousands of individuals around the world. 

This is where Customer Relationship Management (CRM) systems step in. CRM is a powerful tool that helps organizations nurture and manage interactions with customers throughout their journey. In this blog, we'll explore what CRM is, the seamless connection between CRM and CMS (Content Management Systems), and highlight some popular CRM options.

What is CRM?

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CRM, short for Customer Relationship Management, is a comprehensive system that allows businesses to track, manage, and analyze customer interactions across various channels. 

It acts as a database, housing customer information data, including contact details, purchase history, preferences, and more. The ultimate goal of CRM is to improve customer satisfaction, loyalty, and ultimately, business growth.

What is CMS?

CMS stands for Content Management System and refers to a software application that makes it easier to create and manage digital content on websites. CMS platforms help users publish and organize content online with ease. You don’t need any development experience or coding skills to use most CMS platforms. They simplify the process of website maintenance, making it a great tool for businesses to manage their online presence.

Connecting CRM & CMS: Unifying Content and Customer Insights

The combination of CRM and CMS is a match made in digital heaven! Integrating the two systems allows seamless data flow, allowing businesses to create personalized and targeted content for their audience based on customer insights.

Umbraco Forms

Umbraco, a popular CMS platform, offers Umbraco Forms, a powerful tool for creating and managing web forms. By connecting Umbraco Forms with your CRM system, you can seamlessly collect and store customer data from website interactions. This includes data such as sign-ups, contact forms, and surveys. This integration ensures that no valuable lead or customer information falls through the cracks.

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Salesforce CRM Integration

Salesforce is one of the leading CRM solutions on the market. Integrating Salesforce with your CMS allows you to harness the power of customer data to create personalized content, target specific segments of your audience, and completely automate marketing campaigns. The result? Strengthened customer relationships and improved sales productivity.


Zapier acts as a bridge between your CRM, CMS, and other web applications. With Zapier, you can create "Zaps" that connect different apps and trigger actions based on specific events. For example, you can automatically add new leads from web forms (created using Umbraco Forms) to your CRM or send new customer data to a Google Sheet for easy tracking.

Connect with Other CRMs!

While Salesforce is a CRM master, there are other excellent CRM options available to suit various business needs. Pipeline, ZoHo, and unSightly are among the top contenders in the CRM arena. Just like Salesforce, these CRMs can also be integrated with your CMS, enabling you to optimize your marketing efforts. 

Pipeline CRM brings a streamlined approach to managing sales pipelines, focusing on lead tracking and conversion. ZoHo, on the other hand, presents a comprehensive suite of CRM tools tailored for businesses of all sizes, helping teams to collaborate easily. unSightly stands out because of its user-friendly interface and focus on providing personalized customer experiences.

Whether you choose Salesforce, Pipeline, ZoHo, unSightly, or any other CRM, connecting it to your CMS will unlock a world of possibilities for personalized marketing, streamlined interactions, and customer satisfaction. 

Our seasoned team of digital marketing professionals at FYIN is prepared to assist you in harnessing the power of data to drive more sales and engage your precise target audience. Whether it's deciphering CRM systems or mastering the art of CMS, FYIN's expertise can help propel your business toward unprecedented growth.

Start Your Umbraco Journey With FYIN Today!