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.
Elevate Your Forms with 2,000+ 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
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.