How to Connect WordPress Website Leads and Salesforce (CRM)

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If you are using Salesforce to organize contact data and spending a lot of time manually copying your lead entry from your WordPress, I have great news!

WPForms launched a new Salesforce addon. The new Salesforce addon automatically sends form entries to Salesforce CRM. Yes, automation! This makes you or your team create new leads, contacts and campaigns easier than ever.

“Automation” usually requires complicated custom coding or using third-party connectors, but with WPForms it’s very simple. You don’t need to pay for some services to connect WordPress to Salesforce. You just need to connect WPForms and Salesforce. That’s all.

In this article, you’ll learn how to connect WordPress website leads and Salesforce. It’s only 4 steps!

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First, what is WPForms?

WPForms is a beginner-friendly WordPress plugin that allows you to create a powerful but affordable form builder. You can create mobile-friendly forms, survey forms, newsletter forms, registration forms, and more in a few minutes using a drag & drops form builder, so you don’t need any coding skills.

I also use WPForms because it’s easy to use. I like their user interface a lot. Please note that WPForms is a WordPress plugin. To use that, you need to have a WordPress website.

WPForms has 4 licenses:

In order to connect WordPress and Salesforce, you’ll need the Elite license. If you don’t like WPForms over the next 14 days after purchase, then you get a full refund.

Step-By-Step Guide to Connect WordPress Leads and Salesforce

Step 1: Log in to your WordPress. Click WPforms > Marketing > Salesforce. Once, inside the form builder, click Add New Connection. You’ll see a popup said “Enter connection nickname.” You can quickly add a connection from your form to your Salesforce account.

credit: WPForm

Step2. Next, specify what type of object you’d like to create.

credit: WPForm

Step3. Map your form fields to the available fields from Salesforce. Make sure that your form data is sent exactly where it needs to go! You can also use built-in conditional logic to control which entries are sent to Salesforce depending on the selections that users make on your form. This is a very convenient feature!

credit: WPForm

Step4. Last step! Click Save. And it’s done. Super simple and easy.

credit: WPForm

After this setting, once users submit data like name and email on WordPress, your selected data automatically goes to the Salesforce account. You don’t need to manually type in!

credit: WPForm

WPForms offers not only Salesforce addon. You can connect with popular services on the internet like Paypal and Mailchimp. It also carefully built with performance in mind. What does it mean to you? This WordPress plugin will never make your website slow down.

If you want to know more about WPForms, visit their website here. If you are already subscribed to WPForms and using Salesforce as well, check this new Salesforce addon. I’m sure this will save you time and boost your productivity.

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