Are you wondering how to connect WordPress leads and Salesforce?
Then you are in the right place.
Connecting Salesforce and your WordPress leads is easy if you follow the steps given in the post.
Check out this post and learn how to quickly connect WordPress leads with Salesforce.
What is Salesforce?
Salesforce is the leading Customer Relationship Management (CRM) software service used by many companies.
It helps them manage and analyze the interaction with the customer in an easy and efficient way.
Problems with Salesforce Integration
There are many tools available online that help you generate leads on your website. However, they do not import the leads automatically from your WordPress site to Salesforce.
You would need to copy all the form entries manually and paste them to Salesforce.
This post will help you automate that task easily with the help of WPForms.
WPForms has its new Salesforce addon that will automatically import form entries to Salesforce CRM.
What is WPForms?
WPForms is the leading WordPress Form builder plugin using which you can create stunning forms easily with the help of a drag & drop form builder.
All the forms created with WPForms are easy to embed. They are also responsive and mobile-friendly.
There are many types of forms available on WPForms. Some of the most used forms are:
- Contact form
- Registration form
- Lead generation form
- Order form
- Charity form
- Blog subscription form
- Job application form
- Newsletter signup form
Best Features of WPForms
- Multi-page forms
- Payment gateway integration
- Spam Protection
- Smart conditional logic
- Instant notifications
- Email marketing software integration
If you want to read a complete review then click here.
How To Connect WordPress Leads And Salesforce CRM?
Now, let us see how to integrate the Salesforce form with the help of WPForms. Just follow the simple steps.
Install and activate WPForms
We need WPForms to automate the integration. Please follow the steps below:
From the dashboard of your site, click on Plugin.
Click on Add New.
Search for WPForms and click on Install.
Then activate it.
Once the plugin is activated, click on WPForms -> Settings.
Enter the license key and verify it.
Note: You need an Elite version of WPForms. Get 50% OFF today!
Create a New Form
From the dashboard of your site, click on WPForms.
Click on Add New.
You can choose any form template. With WPForms, you can add any fields easily.
Customize the fields according to your needs.
Connect the form with Salesforce
Click on WPForms and click on Add-on.
Search for the Salesforce add-on and click on it to install. Then, link your Salesforce account with WPForms.
For more information on how to link your Salesforce account, click here.
Once it is completed, you can connect Salesforce with your WordPress form.
To do this, click on WPForms -> Marketing.
Click on Salesforce.
Click on Add new connection.
Choose the object you want to create in your form.
If you are using it for lead generation, you can choose “contact” as the object.
If you are using it for quote/estimation, you can select “opportunity” as the object.
Map Form Fields with Salesforce Fields
Once the object is chosen (in our case it is “contact“), the next step is to map the form fields to the Salesforce fields.
You can also use conditional logic for controlling the entries sent to Salesforce.
Using the WPForms Salesforce addon, you can connect any of your forms to Salesforce. Not only that, but you can also connect multiple Salesforce accounts to manage the entries.
Was it difficult to connect WordPress leads and Salesforce?
WPForms is not just limited to this. You can do many great things with it. Here are some of the other posts explaining the features of WPForms.
That’s all about how to connect WordPress leads and Salesforce CRM easily with WPForms.
Just grab the best form builder and start importing your leads to Salesforce today!