18 Must-Have WordPress Marketing Automation Tools for a Scalable B2B Marketing Funnel

by on May 20, 2025
illustration of a gauge to represent scaling B2B marketing

Business-to-business (B2B) marketing isn’t just about driving traffic to your website; it’s about building systems that consistently convert visitors into leads. As a flexible content management system (CMS) with a rich ecosystem, WordPress serves as the cornerstone of an effective B2B marketing strategy.

But to unlock your WordPress site’s full potential, you need to connect the right tools, including WordPress marketing automation tools that can scale with your business. In this article, we explore 18 leading WordPress marketing integrations to streamline, analyze, and personalize your marketing strategy.

WordPress CRM and Lead Management Tools

Once a visitor lands on your site, you have to capture, route, and act on the lead. That makes a customer relationship management (CRM) system the single most important tool for achieving your marketing objectives.

A CRM helps you to manage your interactions with current and potential customers. It ensures that leads enter your sales pipeline and that opportunities don’t fall through the cracks. CRM features typically include contact management, interaction tracking, sales pipeline management, and reporting.

WordPress doesn’t have CRM capabilities out of the box, but it integrates with cloud-based CRMs and WordPress-native alternatives. Salesforce and HubSpot, the most widely used CRMs, can be connected to WordPress via official and third-party plugins. 

  • The Gravity Forms to Salesforce CRM plugin automatically sends lead data from forms on your WordPress site to your Salesforce CRM. You can also use Zapier’s many WordPress/Salesforce integrations to automate data flow between your CMS and CRM.
  • HubSpot’s WordPress plugin provides lead capture with custom forms, a unified visitor timeline connected to customer engagement records, and on-site live chat for real-time engagement.

If you’d prefer a more streamlined, WordPress-native CRM, Groundhogg is an open-source, self-hosted alternative to the industry leaders. Groundhogg provides customer relationship management, email automation, A/B testing, and contact management within the WordPress dashboard. It’s ideal for marketers who want to manage campaigns, contacts, and email workflows without relying on external platforms. 

If you already have a CRM, you can still integrate it with WordPress with the WP Fusion plugin. WP Fusion can connect WordPress to over 50 CRMs, including ActiveCampaign, Drip, and HubSpot. 

WordPress Marketing Automation and Email

When you’ve captured a lead in your CRM, the next step is nurturing them with targeted messaging that increases the likelihood of a conversion. Marketing automation platforms help you to deliver timely, personalized messages without expensive and time-consuming one-on-one engagements.

You can use marketing automation tools to segment your audience based on their behaviour and build multi-step workflows that deliver a stream of precisely tailored content.

WordPress integrates with a wide range of marketing automation and email platforms, including industry leaders like ActiveCampaign and Mailchimp. But for teams that want to keep everything inside WordPress, FluentCRM is a standout option. 

FluentCRM is a self-hosted marketing automation platform built specifically for WordPress, with deep integration into plugins like:

FluentCRM supports automated email drip campaigns, sequences, contact tagging, and segmentation — all managed from your WordPress dashboard.

Another strong WordPress-native solution is Groundhogg, which offers WordPress marketing automation features in addition to the CRM functionality we discussed above, including contact management, automated email sequences, and funnel creation.

Both tools allow you to run sophisticated marketing automation workflows without relying on external platforms or middleware.

Analytics and Attribution

Scalable marketing systems depend on clear feedback loops. Data analysis and lead attribution help you understand the journey your visitors take from the moment they land on your site to the moment they, hopefully, become a lead or customer. Analytics can show you which marketing campaigns generate the most qualified leads so you can invest resources in the campaigns with the biggest impact.

Google Analytics is the default for many teams, not least because of GA4’s relationship with the biggest search engine and PPC advertising platform. But WordPress can be used with many other analytics platforms that are worth exploring.

Matomo

Matomo is a privacy-first, self-hosted GA4 alternative that gives you complete ownership of your analytics data. It supports event tracking, funnel visualization, eCommerce analytics, heatmaps, and goal conversion reporting. 

Matomo integrates with WordPress via an official WordPress plugin to capture user behavior directly from your site.

Plausible Analytics

Plausible Analytics is another lightweight, privacy-friendly alternative to GA4. It’s designed for teams that want simple but effective reporting without invasive tracking or complicated configuration. Plausible offers an official WordPress plugin that makes setup straightforward and includes support for custom events and goal tracking.

Stape

Server-side tracking is an increasingly popular approach for businesses focused on data accuracy or working in privacy-sensitive environments. Platforms like Stape integrate analytics into WordPress via server-side Google Tag Manager, which can improve data fidelity with first-party cookies and server-side data streams.

WordPress CRO and On-Site Engagement

To convert web traffic into qualified leads, marketers continuously refine and test calls to action, landing page copy and design, and a site’s user journey. WordPress conversion rate optimization (CRO) tools help you to test different approaches and gradually refine the experience your site offers.

Nelio

Nelio is an A/B testing plugin for WordPress with native support for CRO experiments. A/B testing, or split testing, is a core CRO tactic. It involves comparing two versions of a webpage or part of a webpage to see which one performs better in terms of a specific goal, such as conversion rate, click-through rate, or user engagement. For example, you might try out two different versions of a call to action on a landing page to see which one results in more clicks through to an email capture form.

Nelio makes it easy to create variant pages and products, run tests, and analyze the results.

If-So

If-So is a dynamic content personalization plugin built specifically for WordPress. With it, you can tailor on-site messaging based on a wide range of conditions, including geolocation, referral source, device type, and time of day. 

You can display different CTAs or copy blocks, depending on who’s visiting and where they came from, without writing code. If-So integrates directly into the WordPress editor and works well with page builders like Elementor and Gutenberg.

Heatmap Tracking

For visual insights into how visitors interact with your site, tools like Hotjar and Microsoft Clarity offer heatmaps, scroll tracking, and session recordings. Both provide WordPress integrations via plugins or header script injection, making setup simple even for non-technical users.

Build the Marketing Software Stack That Supports Your Growth

The WordPress marketing automation, analytics, and conversion rate optimization integrations we’ve covered allow you to extend WordPress into a flexible, high-performance B2B marketing platform. Whether you’re aiming for better attribution, more efficient workflows, or more relevant user experiences, the WordPress ecosystem gives you the freedom to build what you need.

If you’re investing in your marketing stack, you’ll need a hosting platform that can support your site as it scales. Pressable managed WordPress hosting provides a 100% uptime guarantee and is built to handle the performance, reliability, and support needs of growing businesses. Schedule a demo today.

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