How to Connect WordPress Website Leads And Salesforce (CRM)

What if there was a way that you can directly send your website form entries directly to Salesforce. AUTOMATICALLY! 

Well, thanks to one of the best drag and drop form builders there is a way. In this article, I will be showing you the form builder that makes this possible as well as the different benefits that come with it. 

So without further ado, let’s dive straight into the article!

 

The Best WordPress Plugin to get WordPress Leads

WPForms Logo

I may be quite biased since this is one of my favorite plugins on WordPress but it goes without saying that WP Forms is hands down the best WordPress plugin if you want to build high converting forms. 

WP Forms gives you the freedom to create Contact forms, Payment forms, Survey forms, newsletter forms, and registration forms. 

It also has some fantastic features such as over 100 form templates, smart conditional logic, instant form notifications, spam protection, and much more. 

All in all, WP Forms makes building forms in WordPress a complete walk in the park.   

Related: My Complete and Honest WPForms Review. 

Click HERE To Try WPForms Risk Free For 14-Days!

 

Why Should You Integrate WPForms and Salesforce?

Here are two reasons why you should integrate WPForms and Salesforce.

1. Content all your forms to Salesforce CRM 

With WP Forms you can seamlessly connect any form to Salesforce CRM and it can all be viewed through an intuitive dashboard. 

Multiple Salesforce accounts in WordPress integration

To read more details about the Salesforce addon click here to read the full documentation. 

 

2. You Can Create Salesforce Objects 

Thanks to the integration between WPForms and Salesforce you can automatically create objects in Salesforce when your forms are submitted.

With this feature the possibilities are truly endless, you can create a wide range of different objects ranging from leads to accounts to products. 

Create Salesforce object in WPForms

Once you choose the object that best suits your goals just simply map the fields in your form to the ones in Salesforce.

The best part? You can control which entries are sent to Salesforce using Conditional Logic. 

All in all, this means you can say GOODBYE to copying and pasting contact records every time you receive new entries. 

 

Final Words 

The Salesforce addon is now available exclusively to all WPForms Elite Customers. 

If you want detailed instructions on how to integrate Salesforce and WPForms click here.

I would also recommend checking out our article on the best WordPress plugins!