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Home > Engineering > Test a WordPress integration with CRM

Test a WordPress integration with CRM

Preparation

Identify the purpose and objectives of the integration test

Review the integration requirements and documentation

Ensure all necessary plugins and APIs are installed and configured correctly

Data Integration

Data Synchronization

Verify that customer data is synchronized accurately between WordPress and CRM

Test the creation, update, and deletion of customer records in both systems

Confirm that custom fields and data mappings are functioning correctly

Lead Capture Forms

Test the submission of lead capture forms on the WordPress website

Ensure that the captured leads are correctly transferred to the CRM system

Validate that all form fields are transmitted accurately

Functionality Testing

User Registration & Login

Check the integration between WordPress user registration and CRM user creation

Test the login functionality for existing CRM users through the WordPress site

Contact Management

Verify that contacts created in the CRM system are displayed correctly on the WordPress site

Test the ability to view, edit, and delete contacts from both systems

Tracking & Analytics

Confirm that website tracking and analytics data is accurately recorded in the CRM system

Test the integration with third-party tracking tools, if applicable

Workflow Automation

Lead Assignment & Routing

Test the automatic assignment of leads to the appropriate users or teams in the CRM system

Validate that lead routing rules and workflows are working as expected

Email Campaigns

Verify the integration of email marketing tools with CRM for sending targeted campaigns

Test the synchronization of email campaign stats and recipient data between systems

Notifications & Alerts

Validate the delivery of notifications and alerts from the CRM system to WordPress users/admins

Test the configuration of automated notifications for specific events or triggers

Reporting and Integration Monitoring

Reporting

Check the availability and accuracy of integration-related reports and dashboards in the CRM system

Validate that custom reports can be generated based on WordPress and CRM data

Error Handling

Test the handling of integration errors, such as failed data transfers or API timeouts

Verify that error logs and notifications are generated and can be accessed for troubleshooting

Monitoring

Set up monitoring tools to track the performance and health of the integration on an ongoing basis

Ensure alerts are configured to notify relevant stakeholders of any integration issues or failures

Documentation and Sign-off

Document any issues or bugs encountered during the integration testing process

Provide detailed test reports and logs to the development team for analysis and resolution

Obtain necessary approvals and sign-offs from stakeholders before moving the integration to production

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