How to connect WordPress Website and Salesforce (CRM).
Are you collecting leads on your WordPress website or blog and trying to see how you can track the progress of your leads?
If you’ve been using WPForms then it’s much easier to connect them and then do business. If you’ve been using other forms it becomes difficult.
WPForms has introduced a brand new Salesforce addon.
This Salesforce addon will let you automatically send your form entries from WPForms to Salesforce CRM.
This is how it saves you time and allows you to go on full-automation mode.
In the event that you’ve been trying to manually copy the form entries information to Salesforce, this addon will be a distinct advantage to you.
Also, you don’t have to pay for an automation tool like Zapier to connect WordPress Website to Salesforce(CRM). So you’ll be saving money doing this as well.
Let’s see how it works and how you can do the same.
Automatically Create Salesforce Objects
One of the best things about this is it allows you to create objects in Salesforce when your forms are submitted.
Do you want that for your Website?
Now because of this addon on WPForms, it’s super easy to do that – and it’s all done automatically in WPForms.
All you’ve got to do is select the object you want to create in the settings for your form, like this:
For instance, if you want to create a new Lead from each submission, or use an internal form to quickly add new Salesforce Accounts, here’s what you’d have to do.
Actually, the possibilities are endless. So after you start using the addon, you’ll find so many ways to make your workflow faster and more efficient.
Start using this tool and see for yourself.
After you’ve chosen the object that you want to create, you have to map the fields in your form to the fields in Salesforce (CRM).
Take a look at the form below for example.
And another good thing is you can use Conditional Logic if you want to control which entries are sent to Salesforce (CRM).
And that’s how you do it! Now your form entries will be sent to Salesforce (CRM).
There’s no need to copy and paste contact records when you receive new entries within your WPForms!
Use Any WordPress Form With Salesforce
With the help of WPForms, you can connect any form to Salesforce (CRM).
And also you can also add multiple Salesforce accounts if you need to.
Check the below image to understand.
This flexibility gives you total control.
Actually WPForms uses the Salesforce API to securely send those form entries to the SalesForce (CRM). If you need more details, check out Salesforce addon documentation.