Business website integrations, handoff first

Each guide here plans one handoff between your website and a CRM, calendar, payment, or reporting tool: what starts it, what moves, and who owns it.

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Platforms

Find the platform inside the workflow.

Every published integration, grouped by type around the site it connects to.

The site
  1. CloudflareHosting and CDN 1 integration
  2. WordPressCMS 1 integration
  3. WooCommerceEcommerce 1 integration

WordPress is the foundation every other plugin and integration connects to.

From the WordPress record

Choose a type to read what connecting it changes. Read the records

What changes

What each connection changes.

Each record covers what the platform does, how it is set up, and the issues to plan for.

Advertising

3 integrations

  • Google Ads

    Google Ads places paid results in Google Search, Display, and YouTube. It puts a business in front of people actively searching for what it sells.

    Common issues to plan for

    Missing conversion tracking makes optimization guesswork. Broad match without negatives burns budget. Disapproved ads and policy flags can pause campaigns.

  • Meta Ads

    Meta Ads runs paid campaigns across Facebook and Instagram. It reaches targeted audiences and drives traffic, leads, and sales back to the site.

    Common issues to plan for

    Pixel-only tracking loses data without the Conversions API. Domain verification and iOS privacy limits reduce reported conversions. Ad account restrictions can freeze campaigns without warning.

  • YouTube

    YouTube hosts and distributes video content and video ads at scale. It builds reach and trust through video and feeds embeds and campaigns across the web.

    Common issues to plan for

    Heavy embeds slow page load without lazy loading. Channel and Ads account links can fail with permission gaps. Copyright claims can block or demonetize uploads.

Analytics

3 integrations

  • Google Analytics

    Google Analytics tracks how visitors find and use a website, from traffic sources to conversions. It gives clients the data to see what marketing works and what to cut.

    Common issues to plan for

    Duplicate tags inflate pageviews. Bot and internal traffic can skew reports if filters are missing. Consent settings and cookie banners can block collection if configured wrong.

  • Google Business Profile

    Google Business Profile controls how a local business shows up in Google Search and Maps. It drives calls, directions, and foot traffic for companies that serve a physical area.

    Common issues to plan for

    Verification can require a postcard or video and take days. Duplicate or unclaimed listings split reviews and rankings. Inconsistent contact details across the web weaken local ranking.

  • Google Search Console

    Google Search Console shows how a site performs in Google Search, including clicks, impressions, rankings, and indexing errors. It is the direct line to how Google reads and ranks your pages.

    Common issues to plan for

    Verification fails when DNS records are wrong or slow to propagate. Sitemaps can list blocked or redirected URLs. Indexing coverage errors often trace back to noindex tags or robots.txt rules.

Automation

2 integrations

  • n8n

    n8n is a workflow automation platform that connects apps and moves data between them. It can be self-hosted, so clients run custom automations without per-task fees on a third party.

    Common issues to plan for

    Self-hosting needs a maintained server and updates. Credential and API changes break workflows silently. Complex flows need error handling or failed steps go unnoticed.

  • Zapier

    Zapier connects thousands of apps to automate tasks without code. It moves data between tools like forms, CRMs, and spreadsheets so manual work disappears.

    Common issues to plan for

    Task limits on lower plans can stall busy automations. Field mapping errors send bad or blank data. Some apps expose limited triggers, which forces workarounds.

CMS

1 integration

  • WordPress

    WordPress is the content management system that powers the site and lets clients edit pages, posts, and media. It is the foundation every other plugin and integration connects to.

    Common issues to plan for

    Plugin conflicts can break layouts or the site itself. Outdated core, themes, or plugins open security holes. Poorly optimized media and page builders slow the site down.

Communication

2 integrations

  • Twilio

    Twilio powers SMS, voice, and messaging through a developer API. It lets a site send text alerts, verification codes, and automated notifications at scale.

    Common issues to plan for

    US carrier registration is now required for reliable delivery. Unregistered traffic gets filtered or blocked. Poorly capped flows can run up messaging costs fast.

  • WhatsApp

    WhatsApp connects businesses with customers through direct messaging. It supports quick support, order updates, and click-to-chat right from the website.

    Common issues to plan for

    Automated messaging through the API requires approved templates. Number registration and verification can take time. Widgets can clutter mobile layouts if placed poorly.

Ecommerce

1 integration

  • WooCommerce

    WooCommerce turns a WordPress site into a full online store with products, carts, and checkout. It gives clients complete control over selling online without a separate platform fee.

    Common issues to plan for

    Tax and shipping rules get complex fast and need testing. Checkout plugins can conflict and drop conversions. Large catalogs and heavy themes slow store pages without caching.

Email and CRM

4 integrations

  • FluentCRM

    FluentCRM is a self-hosted CRM and marketing automation tool built for WordPress. It tracks contacts, tags, and funnels so clients own their audience data on their own site.

    Common issues to plan for

    Reliable sending still needs an external SMTP or API service. Large lists can load the database without proper hosting resources. Automation logic gets tangled without clear tags and segments.

  • GoHighLevel

    GoHighLevel is an all-in-one platform for CRM, funnels, email, SMS, and pipelines. It centralizes lead capture and follow-up for agencies and service businesses.

    Common issues to plan for

    SMS requires carrier registration that can delay launch. Duplicate contacts pile up without proper form mapping. Overlapping automations can send contacts conflicting messages.

  • HubSpot

    HubSpot is a CRM and marketing platform for tracking contacts, deals, and campaigns. It gives growing teams a shared view of every lead and customer.

    Common issues to plan for

    The tracking code and forms must align or contacts fail to sync. Property mismatches break automations. Free-tier limits can cap features a client expected.

  • MailPoet

    MailPoet handles email newsletters and automations from inside WordPress. It lets clients build lists, send campaigns, and trigger WooCommerce emails without leaving the site.

    Common issues to plan for

    Sending through default WordPress mail hurts deliverability. Missing SPF and DKIM records send mail to spam. Large sends can strain shared hosting without a proper sending service.

Hosting and CDN

1 integration

  • Cloudflare

    Cloudflare sits in front of a website to speed it up, cache content globally, and block attacks. It improves load times and shields the site from bots and traffic spikes.

    Common issues to plan for

    Aggressive caching can serve stale pages after edits. Full SSL misconfiguration causes redirect loops. Firewall rules can accidentally block legitimate logins or checkout.

Payments

2 integrations

  • PayPal

    PayPal lets customers pay with their PayPal balance, cards, or Pay Later options. It adds a familiar checkout choice that many buyers trust and prefer.

    Common issues to plan for

    Incomplete return URLs leave orders unconfirmed. Account limitations or unverified business status can hold funds. Duplicate gateways confuse checkout if both old and new are active.

  • Stripe

    Stripe processes credit card and digital payments for online stores and services. It handles secure checkout, subscriptions, and payouts with strong developer support.

    Common issues to plan for

    Missing or misrouted webhooks leave orders stuck in pending. Test and live keys get mixed up. Strong Customer Authentication can block payments if 3D Secure is not handled.

Scheduling

1 integration

  • Calendly

    Calendly lets people book meetings without the back and forth of email. It shows real availability and confirms appointments automatically.

    Common issues to plan for

    Calendar sync gaps cause double bookings. Time zone settings confuse attendees if misconfigured. Embedded widgets can clash with page builder styles.

Failure plans

Plan for the path that fails.

A success screen cannot prove that information reached the right destination. We test both the normal path and a meaningful failure case before relying on the connection.

AdvertisingPlatforms: 3

AnalyticsPlatforms: 3

AutomationPlatforms: 2

CMSPlatforms: 1

CommunicationPlatforms: 2

EcommercePlatforms: 1

Email and CRMPlatforms: 4

Hosting and CDNPlatforms: 1

PaymentsPlatforms: 2

SchedulingPlatforms: 1

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