Xero, Capsule CRM, Mailchimp and Wordpress Integration
- Arnold Shields
- Jul 15, 2010
- 3 min read
Updated: Jun 18
Streamlining Marketing, Boosting Client Engagement
At Dolman Bateman, we’ve completed Stage One of automating our marketing and administrative systems by integrating Xero, Capsule CRM, Mailchimp, and WordPress. This powerful combination of cloud-based tools has removed friction in the way we communicate with clients and prospects, enabling smarter, faster and more personalised engagement.
Instead of managing each system manually, our integration allows website visitors and potential clients to be automatically added to relevant databases across our marketing stack. Here’s how each component plays a critical role:
Xero: Real-Time Financial Insight and Automation
Recommended for all small businessesXero is more than just accounting software, it’s a game changer for modern advisory firms. With real-time data, automated bank feeds, and seamless PayPal integration, Xero allows us to reduce year-end compliance costs, fix bookkeeping issues early, and provide proactive financial advice.👉
Capsule CRM: A Smarter Client Relationship Database
Capsule CRM acts as our central client and prospect hub. It stores contact information, tracks communications, and organises leads by interest. Integration with Xero reduces duplication and admin time, while the “email dropbox” feature makes it incredibly easy to add new leads directly from our inbox.👉 Discover Capsule CRM
Mailchimp: Targeted, Measurable Email Marketing
Mailchimp is our email service provider, used for newsletters, updates and automated campaigns. It provides detailed reporting on open rates, clicks and user behaviour — giving us the data needed to tailor content to specific client interests. Mailchimp is linked to both WordPress and Capsule CRM, keeping our communications aligned.
WordPress: Flexible, SEO-Friendly Website Platform
WordPress powers our website and supports our digital content strategy. Its flexibility and strong search engine optimisation make it ideal for publishing articles, attracting visitors and converting them into leads. We've connected WordPress with Mailchimp to capture and engage anonymous visitors via opt-in forms and lead magnets.
Coming Soon, Stage Two: Intelligent Lead Segmentation
We're currently implementing Stage Two of this integration, which will allow WordPress activity to update both Capsule CRM and Mailchimp automatically. This will help us segment leads based on specific interests and deliver personalised information to each visitor, without manual input.
We're also assisting several of our business clients in adopting similar systems to remove inefficiencies, boost communication, and unlock their business potential.
Update – May 2012: Introducing Office AutoPilot (Now ONTRAPORT)
We’ve recently upgraded to Office AutoPilot (now known as ONTRAPORT) — a true business automation platform. It combines CRM, email marketing, membership site functionality, ecommerce tools, and powerful workflows.
What sets ONTRAPORT apart is its automated sequences. These allow us to create sophisticated follow-up systems. For example, if a visitor downloads an ebook, the system automatically follows up over time with relevant emails. If they make a purchase, they're moved into a customer-specific sequence with tailored content.
ONTRAPORT’s integration with WordPress allows for:
Membership portals
Automated lead capture
Email tracking
Customised offers based on user behaviour
With a 90-day money-back guarantee, it’s a system worth exploring if you want to automate your sales and marketing effectively.
Disclaimer:
The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.
