How to Integrate WordPress with Salesforce (Easy Method)

How-to-Integrate-WordPress-with-Salesforce

Lead generation is a crucial part of any successful business. Collect leads, contact customers to solve queries, and make proper follow-ups to drive more sales. It is a chain process that requires a lot of time and hard work from your side.

No matter how careful you are, some times, you may forget to update leads properly. It will result in losing potential and income. Automated lead management is the best solution in order to avoid such a situation and sell more products or services. 

Salesforce is a popular Customer Relationship Management (CRM) software on the web. It can automatically transfer user data from your website to their cloud-based platform to monitor and manage them efficiently from one place. Connecting WordPress to Salesforce helps you to better manage leads and convert them to your regular customers fast.

In this article, we’ll tell you how to integrate WordPress forms with Salesforce to strengthen and speed up your lead generation process.

What is WPForms?wpforms

WPForms is one of the best form builder plugins for WordPress. It is easy to use and comes with many competitive features to build any kind of form in minutes.

Over 100 form templates and third-party integrations make it an essential tool for businesses to capture leads, process orders, accept payments, and more. Either choose a pre-designed template or design a form from scratch to build a beautiful WordPress form to meet your needs. The forms designed with WPForms are 100% responsive and fast. So you won’t lose even a single lead because of formatting or page loading issues. They are secure and capable to prevent spam submissions from reaching your inbox.

It offers premium customer support and a 14-days money-back guarantee to all customers. If you have any queries or facing any issues, raise a ticket and it will be answered at the earliest moment.

These are the key features of WPForms,

  • Drag and drop editor
  • 100+ stunning form templates
  • Unlimited forms
  • Mobile-friendly
  • File uploads
  • Multi-page forms
  • Survey forms
  • Newsletter forms
  • Offline forms
  • Conversational forms
  • Conditional logic
  • Geolocation
  • Form locker
  • Form Abandonment
  • Many more
  • Fast customer support
  • 14-days money-back guarantee

Click here to activate a limited period deal and buy WPForms with up to a 50% discount (Offer ends soon)

Connecting WordPress to Salesforce with WPForms

WPForms is a great tool for businesses, agencies, and online shops to connect to customers and collect more product orders. It is highly-secured and allows you to accept payments within WordPress through popular payment gateways like PayPal, Stripe, etc.

Follow these steps to integrate your WordPress lead generation forms with Salesforce. 

Step 1: Install and activate WPForms

Sign in to WordPress and install WPForms on it. After activation, you will see a new top-level menu (WPForms) on the left side.

Expand it and move to settings to activate your license. 

WPForms license key

Visit WPForms and copy your license key from the dashboard. Paste it on WPForms settings to activate. Click on verify to activate the license and get automatic updates. 

Step 2: Activate the Salesforce add-on

Salesforce add-on is available on Elite plan only. So if you want to connect WPForms to Salesforce, don’t forget to choose WPForms’ Elite subscription during the signup.

Head to WPForms > Addons to find and activate Salesforce addon. wpforms-salesforce-addon

Tap the Install button. Then, move to Settings and visit the Integrations tab from the top. It will display Salesforce integration there.

Click on Add New Account to configure settings. On this page, it will ask you to enter the consumer key and the consumer secret key to connect WPForms to Salesforce. For that, you need to create a new Salesforce app. Don’t worry. It is not a complex process as you may think. Read this fantastic guide published by WPBeginner to get step by step instructions on creating a Salesforce app. 

Step 3: Connect your WordPress form to Salesforce

Create a lead generation form with WPForms as usual. When finished, go to marketing settings and select Salesforce from the list.

Click on Add New Connection. A popup box will appear. Enter a name for your connection. On the next screen, select your Salesforce account and the object that you want to send to Salesforce.

salesforce-account-object-wpforms

Now it will ask you to point form fields to the relevant fields in Salesforce. For instance, data on the name field should be sent to a similar Salesforce field, email to email, and so on.

That’s it.

Save changes. When someone submits the form, WPForms will send entries to your Salesforce account automatically. Thus it reduces your workload and speeds up the lead management process. 

Click here to activate a limited period deal and buy WPForms with up to a 50% discount (14-days money-back guarantee)