WPForms Salesforce Integration
WPForms – Salesforce connects WordPress forms directly to Salesforce CRM, automating lead and contact creation from submissions. It eliminates manual data entry, enhances sales workflows, and ensures consistent customer data capture through custom field mapping, conditional logic, and error logging.
More from WPForms
Title: WPForms – Salesforce
WPForms – Salesforce connects WordPress forms directly with your Salesforce CRM account. This integration allows form submissions from website visitors to automatically create new leads, contacts, or update existing records in Salesforce. WPForms – Salesforce streamlines data collection, ensuring customer information is consistently captured directly into a powerful CRM system, enhancing sales and marketing workflows by eliminating manual data entry.
Key Features
- Salesforce CRM Integration – Connect WPForms directly to your Salesforce account
- Lead and Contact Creation – Automatically generate new leads or contacts in Salesforce from form submissions
- Record Updates – Update existing Salesforce records with new information from submitted forms
- Custom Field Mapping – Map specific WPForms fields to corresponding custom fields in Salesforce
- Conditional Logic Support – Integrate with WPForms conditional logic to control when data is sent to Salesforce
- Object Selection – Allow selection of various Salesforce objects, such as leads, contacts, or cases, for data submission
- Error Logging – Provide a mechanism to log and review issues related to Salesforce data synchronization
- Multiple Data Sources – Configure multiple Salesforce data sources for different forms or different data routing needs
Who It Is For
WPForms – Salesforce is designed for businesses and organizations that use a WordPress website with WPForms for data collection and Salesforce as their primary customer relationship management system. It is suitable for sales teams looking to capture new leads directly from website forms, marketing departments aiming to update contact information, and support teams managing customer inquiries. This integration is particularly beneficial for users who want to automate data entry, reduce manual errors, and maintain a unified customer database across the website and CRM platform.
- Click "Download Now" on the right side of this page to get the zip package
- Go to your WordPress admin → Plugins / Themes → Upload and install
- Activate it and follow the official documentation to configure it
All packages are scanned by VirusTotal and distributed legally under the GPL license.