How to Connect WordPress Website Leads and Salesforce (CRM)

Last Updated on October 11, 2020 by Kundan Sharma

Connect WordPress Website Leads and Salesforce

In this article, I’m going to introduce the brand new salesforce addon for WPForms. The salesforce addon allows you to automatically send form entries from WPForms to Salesforce CRM.

Now it is time to goodbye, manual admin, and welcome automation.

If you have been copying your data from your form entries to salesforce, then this will be game-changer.

Now you don’t need to pay a premium service tool like Zapier to connect WordPress to salesforce. Now you will save more with WPForms.

Let’s find out how it works.

Automatically Create Salesforce Object

If you want to create objects in salesforce when your form submitted.

Now you can do it easily and it will be done automatically in WPForms. All you need to select an object you want to create in settings for your form like shown in the below image.

create-salesforce-object-wpforms

For Example, you can create a new lead from each submission or use an internal form to quickly add new salesforce accounts.

Once you start using the addon, you will find so many ways to make your workflow faster and more efficient.

Once you do that, choose the object you want to create, you just need to map the fields in your form to the fields in salesforce.

salesforce-wpforms-addon-field-map

And that’s it, Now your form entries will be sent to salesforce.

Now, you no need to copying and pasting contact records when you receive new entries.

 

Use WordPress Form with SalesForce

Using WPForms, you can connect any form to salesforce CRM and you can also add multiple salesforce accounts if you need to.

salesforce-addon

Flexibility gives you total control over where your data is saved. Backend they use salesforce API to securely send your form entries. If you need more details then check the salesforce add-on documentation.

 

Get started with WPForms and Salesforce

Now salesforce add-on is available now to WPForms elite plan. Get the world’s best contact form plugin and install the salesforce addon on your site today.

I hope you would love the new addon. If you need any help feel free to ask in the comments below.

This Post Has One Comment

  1. Aadarsh Roy

    Hey Kundan Sharma ,

    Excellent post with fantastic work. You have provided helpful tips to connect wordpress site leads & salesforce. You have explained very nicely along with all the crucial information that are making
    the concept very clear & providing good understanding as well. Your each included steps ( including images ) are well-elaborated and easy to understand.

    After going through this complete guide i really got helpful ideas and i am sure that this post will definitely help lots of people.

    Eventually thanks for sharing your knowledge , ideas and such a helpful post.

    -Regards
    Aadarsh

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