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Automation & workspaceUS

WordPress integration & automation

Requests from WordPress forms become leads in the CRM, the catalogue on the site stays in step with the CRM, and content from the site supplies mailings and reports without copying by hand.

WordPress runs a large share of company websites: the landing page, the blog, the catalogue, the forms, often the shop. The gap is usually between the site and everything else — a request from the contact form arrives as an email that someone must retype into the CRM, prices on the site lag behind the price list, and a new article never reaches the mailing. WordPress has an official interface through which outside systems read and write the site's content; a separate application password is created for the connection and can be revoked at any time. We connect the client's WordPress site to their CRM, mailing and other tools: a form submission becomes a lead with all fields, pages or products are created and updated from the CRM or a spreadsheet, and a new post goes to the mailing and the social pages. Where the site uses a forms plugin or WooCommerce, we connect through them so nothing on the site is rebuilt.

What we connect

  • We agree what lives on the site and where it must go: which forms, which catalogue or shop, which content — and which CRM, mailing or spreadsheet is on the other side.
  • The site administrator creates a separate user for the connection with only the rights it needs and generates an application password for it on that user's page; the main password is never shared and the application password can be revoked in one click.
  • We check the site is ready: it runs over a secure connection, the official interface answers at its address, and, if a security plugin blocks it, we agree the exception with the administrator.
  • For forms we connect through the forms plugin the site already uses, so a submission is passed to the CRM the moment it is sent; if the plugin cannot pass it on, the connection checks the site on a schedule instead.
  • We map the data: form fields to lead fields, catalogue items to CRM products or spreadsheet rows, post categories to mailing segments — and decide which side is the source of truth for each.
  • We test on the live site: send a form, change a product in the CRM, publish a post — and check each ended up where it should without touching the site's look.

Automation scenarios

01

Form submissions become leads, not emails

Before the contact form sends an email to info@, the manager retypes the name and phone into the CRM, and on a busy day two requests are missed.

After every submission creates a lead in the CRM with all fields, the page it came from and the campaign tag, gets an owner by the CRM's rules, and the manager calls back within minutes.

02

The catalogue on the site follows the CRM

Before prices and availability are changed in the CRM, and once a week someone edits forty pages on the site by hand.

After when a product changes in the CRM or in the price spreadsheet, the connection updates the page on the site — price, availability, description — and creates a page for a new product from a template; the site's design is untouched.

03

A new article goes to the mailing and the socials by itself

Before the marketer publishes a post, then writes the mailing and three social posts about it by hand.

After when a post is published in a chosen category, the connection takes its title, excerpt and picture, prepares a mailing draft and the social posts, and the marketer approves them with one click.

04

An AI assistant drafts pages from the CRM

Before a new service or product waits weeks for someone to write its page.

After the assistant takes the product card from the CRM, writes a draft page in the site's tone and saves it in WordPress as a draft; the marketer edits and publishes. Nothing goes live without a person.

How it works technically

For those who want to check: each point links to the official documentation page it comes from.

  • WordPress has an official interface through which outside applications exchange data with the site — and through it the site's content can be brought into completely separate applications such as a CRM.

    Source: developer.wordpress.org ↗ checked 2026-09-28
  • The rights are the same as on the site itself: what is public on the site is publicly readable, and private content needs a signed-in user.

    Source: developer.wordpress.org ↗ checked 2026-09-28
  • Since version 5.6 WordPress ships with application passwords — a separate password for an integration, generated on the user's page.

    Source: developer.wordpress.org ↗ checked 2026-09-28
  • From the user's page the administrator can view and revoke existing application passwords — the connection's access is cut without changing the main password.

    Source: make.wordpress.org ↗ checked 2026-09-28
  • The interface is distributed: each WordPress site has its own address and there is no central hub — the connection is made to the client's specific site.

    Source: developer.wordpress.org ↗ checked 2026-09-28

Limits

WordPress does not report new form submissions by itself: the connection either receives them from the forms plugin the site uses, or checks the site on a schedule, so with some plugins a request reaches the CRM within a few minutes rather than instantly — we say which it will be before the work starts. Application passwords are available only when the site runs over a secure connection and neither the hosting nor a plugin has disabled them; some security plugins block the official interface and need an exception. If the site has 'pretty' permalinks switched off, the interface answers at a different address and we adjust for that. Access is exactly as wide as the rights of the user created for the connection, so we ask for an editor-level user, not an administrator, whenever that is enough. Each WordPress site is connected separately: a company with several sites gets a connection per site. Plugins and themes vary widely between sites, so the first step is always a check of what the specific site actually exposes.

Screenshots

What is new in WordPress 7.1 overview
Forms on the WordPress site send each request to the CRM with the page it came from. Source: wordpress.org ↗
WordPress Developer Resources cover
We use the site's own documented connection, so updates of WordPress do not break the link. Source: developer.wordpress.org ↗

How to start

Three steps from a first message to work on your project.

  1. 01

    Leave a request

    Describe the task in the form — in text or by voice. Budget and timing are optional.

  2. 02

    We review and estimate

    A developer studies the brief, asks about anything unclear and sends an estimate.

  3. 03

    We start

    Once scope and price are agreed, the work begins.

or write to info@coreviaflow.space

Questions

Do we have to give you the administrator login of the site?
No. The administrator creates a separate user for the connection with the rights it needs — usually editor, not administrator — and generates an application password for it. That password is used only by the connection and can be revoked on the user's page at any time without touching anyone's main password.
Our site is on WordPress.com, not our own hosting. Does it work?
Usually yes, but what the site exposes depends on the plan and on which plugins are allowed there. We start with a check of the specific site and say plainly what can be connected before any work begins.
Will you change the design or the theme of the site?
No. The connection reads and writes content — form submissions, products, pages, posts — through the official interface; the theme, the layout and the plugins stay as they are. If a new page type is needed, it is created inside the existing theme.
We have a shop on WooCommerce. Is that the same connection?
Orders, customers and stock live in WooCommerce and have their own connection, described on the WooCommerce page. Pages, posts and forms of the same site are connected through WordPress itself. In practice both are set up together on one site.

Tell us what needs to be connected

Describe the task in text or a voice message. We look at your setup and reply with a plan.