If you are looking for a WordPress form builder plugin that you can integrate with Salesforce, you can use WPForms for that. Now the popular form builder comes with an addon that you can use to quickly import leads from forms you create on your WordPress site to Salesforce CRM.
In this article I am going to give you details about:
- Ways you can use this integration on your website to make your work so much easier if you are already using Salesforce (I will share some ideas below)
- How to connect your WPForms to your Salesforce account to start pushing leads to your CRM automatically every time a user submits a form you have integrated with salesforce
- The WPForms Elite license you need in order to be able to use this WPForms feature.
Some ideas for you if you are going to use your WordPress contact forms with this Salesforce addon
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Before you start using this addon, here are some ideas that can help you get the most out of the contact forms you create from here on out.
Note: This post may contain affiliate links. When you click on something I recommend and purchase it, I will receive a commission for the sale – at no extra cost to you.
Think about the data you want from prospects / leads that are going to be filling the WPForms forms you create and add to your WordPress pages or blog posts. Go into note-taking mode and scribble a few things on paper or just type them out on a note-taking app on your smartphone.
Besides their first and last name and of course their email address, what else will you need from them in order to be able to run your future campaigns / correspondence successfully? Will you need information about where they live (state / city / country), their marital status, occupation, income level and phone number?
Once you have an overall idea of all the things you will want from contacts giving you information via forms you create with WPForms, you can go to your WordPress admin dashboard to start creating a new form.
Buying the WPForms Elite license (to unlock the Salesforce integration feature)
If you are interested in using this Salesforce integration on your WordPress website / blog, go to the WPForms website to get yourself an Elite license.
The license, at the time of writing this post, is priced at 299.50 US Dollars a year. And it gets you everything WPForms form builder plugin has to offer.
The things you get when you buy the license include: ability to use WPForms on unlimited sites, ability to create unlimited forms, updates for one year, priority support and extra integrations (with Constant Contact, Mailchimp, AWeber, GetResponse, Campaign Monitor, ActiveCampaign, Drip, PayPal, Stripe, Authorize.Net, Salesforce & Zapier).
Other features and addons you get include form templates, multi-page forms, conditional logic, spam protection, file uploads, advanced fields, form layouts, entry management, form confirmation, form notification, custom captchas, webhooks, surveys and polls, user registration, login forms, geolocation, post submissions, signatures, form abandonment, offline forms, form locker, form landing pages, conversational forms, user journey reports and bonus form templates.
How to integrate your WPForms contact form with Salesforce
Assuming you already have an active Salesforce account, just use your Salesforce credentials to sign in to your Salesforce account in the WPForms form you want to integrate with Salesforce, just like you normally do with other tools you integrate with WordPress such as email marketing tools.
WPForms will then use the Salesforce API to automatically send form field entries from your site to your Salesforce account. Do note that you can also connect multiple Salesforce accounts to contact forms you create with WPForms WordPress plugin.
Next, after connecting your Salesforce account to WPForms, you will have to do the following:
- create a Salesforce object
- map out the fields on your contact form to similar fields in Salesforce
Before you are able to map the fields in your forms to those in Salesforce, choose a Salesforce object. For this example, I’ll use the ‘Contacts’ object in the drop-down menu. Note that you can choose other Salesforce objects such as Account, Campaign, Case, Lead, Opportunity or Product. Once you do this, anytime a user submits a form on your site, an object will be automatically created inside Salesforce.
Next, just match the fields in WPForms to Salesforce. For example, first name to name or email to email.
You can choose to get a select or all entries from your contact forms imported to your Salesforce account and even filter which types of submissions gets sent automatically to your Salesforce account using WPForms in-built conditional logic feature.
And do note that this Salesforce integration works with simple contact forms (name, email, subject & message) as well as elaborate contact forms that ask for even more information from leads. Probably you have seen some of them from websites like HubSpot…where leads don’t just get asked for their name, email but for their ZIP code, designation (at work), the industry they operate in, phone number among other things.
Start enjoying a seamless integration between WordPress and Salesforce today. Get your Elite license here.