WordPress Salesforce Plugin

Send Customer Data to Salesforce With Ease

Automatically transfer form entries to your CRM and increase efficiency with the WPForms Salesforce addon.

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Simple WordPress Salesforce Integration

WPForms is the best WordPress Salesforce integration plugin. See our top features to understand why 5+ million users trust WPForms to capture more leads.

Flexible Field Mapping

Automatically map Salesforce objects such as Leads, Contacts, and Accounts, directly from your form submissions. No more manual data entry or copying and pasting information.

Conditional Logic

Use smart conditional logic to control which entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure only relevant data is transferred.

Multiple Accounts

Connect multiple Salesforce accounts to your WordPress site. Choose which account to use for each form directly in the form builder, giving you complete control over your data management.

Determine Salesforce Object

Set the Salesforce Object so that each form submission does exactly what you want it to do. WPForms includes account, campaign, case, contact, lead, opportunity, and product.

Mark Rummel

Verified Customer

Quick and friendly service. They always tell you the issues and give you your next steps to fix them. I am not exaggerating when I say they have the best support in the industry and the best software product as well!

The Best WordPress Drag & Drop Form Builder Plugin

Create and publish forms in minutes… What are you waiting for?

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Elevate Your Forms with 2,100+ Ready-Made Templates

  • Review Form
  • Waiver Form
  • Screening Form
  • Issue Form
  • Disciplinary Form
  • Petition Form
  • Monitoring Form
  • Vendor Form
  • Expense Form
  • Agreement Form
  • Training Form
  • Completion Form
  • Request Form
  • Medical Form
  • Evaluation Form
  • RMA Form
See All Templates

Salesforce Addon – Frequently Asked Questions

Do you have a question about the Salesforce addon? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

How do I connect my forms to Salesforce?

To connect your forms to Salesforce, install WPForms and the Salesforce addon, then follow the simple steps to authorize your account. We have complete documentation and a world-class support team on hand to help.

Do I need coding experience to use the WPForms Salesforce addon?

No coding experience is required. Our drag-and-drop builder makes it easy for anyone to use our WPForms Salesforce integration without any technical knowledge.

Can I control which entries are sent to Salesforce?

Yes, you can use conditional logic to control which form entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure that only relevant data is transferred.

Can I connect multiple Salesforce accounts?

Yes, WPForms allows you to connect multiple Salesforce accounts to your WordPress site. You can choose which account to use for each form directly in the form builder, giving you complete control over your data management.

Is the data transfer secure?

Yes, we use the Salesforce API to securely send your form entries. Your data is protected and transferred securely to your Salesforce account.

Can I export data collected through the forms to other tools or platforms?

Yes, you can export data collected from your forms as CSV or XLSX files for further analysis or integration into your business processes. This flexibility allows you to use your data in the way that best suits your needs.

Even More Powerful Features

Ready for more? Check out some of our other features to take your forms to the next level!

Calculations

Get more leads and sales with real-time calculations.

  • Automatically calculate totals in forms.
  • Use for order forms, quotes, and more.
  • Enhance user interaction with dynamic results.

Form Pages

Create distraction-free form landing pages to boost conversions.

  • Import and export style settings.
  • Customize the look and feel of your form pages.
  • Increase form conversions with a standalone page.

Entry Management

View all your leads in one place to streamline your workflow.

  • Easily view and manage form entries from the dashboard.
  • Filter and sort entries for better organization.
  • Export entries for offline use and analysis.
View all
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Integration New Feature Payments

Mercado Pago Addon

The Mercado Pago addon brings on-page card payments built for Latin America to your forms.
Buyers enter their card details into secure, Mercado Pago-hosted fields inside the form, choose an installment plan, and pay in ARS, BRL, CLP, COP, MXN, PEN, or UYU without leaving your page.
An approved charge fires your confirmation, notifications, and integrations at the moment money actually moves, and full or partial refunds can be issued from WPForms » Payments.
WPForms takes no transaction fee, and it works with Quantities, Coupons, multi-page forms, Conversational Forms, Lead Forms, and Form Pages.
Read the full announcement to learn more!
AI New Feature

WPForms Analytics

WPForms 2.0 adds a complete form performance tracking suite inside your WordPress dashboard.
The All Forms page now shows Views, Entries, and Conversion Rate for every form, and each form gets its own analytics dashboard with views, interactions, conversion rate, abandonments, and errors over the last 7, 30, or 90 days or a custom range.
A field-by-field table shows interactions, time spent, errors, and abandonment for every field, so you can see exactly where people give up, and you can set a conversion goal to track progress.
There’s also a built-in AI chat reads your form data and tells you what is working, what is hurting conversions, and what to fix first.
Read the full announcement to learn more!
Integration New Feature

SendGrid Addon

The new SendGrid addon gives your leads a direct line into SendGrid Marketing.
When someone submits a form, WPForms creates or updates them as a SendGrid contact, mapping form fields to email, name, phone, address, and any custom fields you have created, and drops them into the lists you choose from the form builder.
A form can also remove a contact from a specific list or delete a contact entirely, so your lists reflect real opt-outs. No Zapier, bridge plugin, or CSV export required.
Read the full announcement to learn more!
AI New Feature

AI Assistants Can Now Build and Edit Your Forms (Abilities API Write Support)

WPForms was one of the first plugins to build on the WordPress Abilities API introduced in WordPress 6.9, and AI assistants such as Claude, ChatGPT, and Cursor could already read your forms, fields, and entries.
With WPForms 1.10.2 the same connection can build and change forms. Ask for a contact form with name, email, and a file upload and it appears in WPForms ready to publish
Ask to add a phone field, rename a label, or change the submit button text and it is done in seconds. It works with any MCP-compatible client and is free in WPForms Lite.
Read the full announcement to learn more!
AI Improvement New Feature

Smart Edit and Entry Importer (WPForms 1.10.1)

When we first built WPForms, the goal was simple.

Give every small business and website owner the easiest way to build powerful forms on WordPress.

Today over 5 million websites trust WPForms to power their forms every single day, and our core value towards laboring for simplicity is still the driving force behind all our decisions.

That’s why I’m thrilled to introduce WPForms v1.10.1, which ships two brand new features that extend what WPForms can already do while making your workflow even easier.

I know a lot of you have been asking for these, and our team has done an incredible job in making it happen. Here’s what’s new:

  • Smart Edit: The newest addition to our growing suite of WPForms AI features. Edit any existing form using plain English, right inside the form builder. Available to every WPForms user including Lite.
  • Entry Importer: Bring your form entries into WPForms from any CSV file or directly from another WordPress form plugin with smart field mapping and real-time validation. Available to all paid WPForms users.
Read the full announcement to learn more!
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