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The Easy Way to Capture Leads From WordPress to Salesforce

by Shahzad Saeed on Jul 10, 2017

Want to automatically add your WordPress form entries to your Salesforce CRM? WPForms allows you to easily connect your WordPress forms with Salesforce, so you don’t have to export entries manually. In this tutorial, we’ll show you to how to easily integrate WordPress forms with Salesforce.

Integrating WordPress With Salesforce

Here are a few benefits of connecting WordPress forms to your Salesforce account:

  • It can be a great time saver: You can automatically collect and organize form entries in your Salesforce account. You don’t have to manually copy your entries to your Salesforce account.
  • Automate your marketing tasks: With WordPress Salesforce integration, you can easily automate different tasks like sales processing, customer tracking and more.
  • Greater efficiency for multiple teams: Your sales team can easily access entries on Salesforce, so you don’t have to forward entries via email to multiple teams.

Create a New WordPress Form

The first thing you need to do is to install and activate the WPForms plugin. Here’s a step by step guide on how to install a WordPress plugin.

After the installation, you’ll need to create a form.

In this example, we’ll be using fields like Name, Business / Organization and Email in our form. For more help creating a form, you can see our tutorial on creating a simple contact form in WPForms.

In order to import leads into Salesforce CRM from your form, you’ll need to install and activate Zapier addon on your site.

The Zapier addon lets you connect your WordPress forms to over 500+ web apps, including the Salesforce app. For more help with this step, you can check out our tutorial on how to install and use the Zapier addon.

Now let’s take a look at how to connect WordPress forms to Salesforce CRM.

Make a New Zap

Login to your Zapier account and click the Make a Zap button in the top navigation.

Then, follow Zapier’s step by step guide to create a Zap. To see screenshots of every step, you can refer to our tutorial on using Zapier with WPForms.

Make sure to choose the Salesforce form you just created, when you’re asked to setup Edit Options. You must have at least one test entry on your form before fetching existing entries.

set up WPForms form entry

You should then see a successful confirmation message.

Connecting Your WordPress Forms to Salesforce

Now that you’ve connected Zapier to WPForms plugin, it’s the time to connect WPForms to Salesforce.

The first step is to choose Salesforce as the trigger app. Use the search bar to find the Salesforce app and click on it.

choose salesforce trigger app

Then, you’ll be asked to select Salesforce trigger. As we are looking to create a new lead in Salesforce from WordPress, let’s choose New Lead and click Continue.

select new lead as salesforce trigger

Now you need to connect your Salesforce account to Zapier. Click Connect a New Account.

connect a new salesforce account1

To do this, you’ll need to allow Zapier to access your Salesforce data. After allowing it, click Continue.

allow zapier to access salesforce

Now you’ll be asked to update your lead to Salesforce. In this step, you’ll need to connect each contact form field to the appropriate Salesforce field. Then click Continue.

set up salesforce lead

If you want to test the Salesforce lead you just updated, click on Test. You can now see what data is being updated in Salesforce. Click Create & Continue.

test salesforce

You’ve just tested Salesforce app on Zapier successfully.

You may login to your Salesforce account to verify the updated data.

salesforce leads tab

In the final step, make sure to turn on your Zap. You can also give your Zap an appropriate name. By turning on Zap, you can automatically send contacts to Salesforce CRM whenever your visitors submit the form on your site.

turn on zap

That’s it! Now anytime someone fills out your form, they will be added as a lead in your Salesforce database, so you can keep in touch with email marketing.

Want to get more value from your client forms? Check out these web form hacks to unlock hidden customer data.

What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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