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The Easy Way to Capture Leads From WordPress to Salesforce

by Shahzad Saeed on Jan 23, 2018

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

Log into your Zapier account and click the Make a Zap button in the top navigation.

Then, you’ll need to set up the Trigger for your zap. To see screenshots of every step of setting up a form trigger, you can refer to our tutorial on using Zapier with WPForms.

When selecting which form to use as a trigger, make sure to choose the Salesforce form you just created. You must have at least one test entry on your form before the setup process can proceed.

set up WPForms form entry

Once you’ve completed the trigger setup, Zapier will run a test to make sure everything is good to go. You should then see a successful confirmation message.

Zapier trigger test successful

Connecting Your WordPress Forms to Salesforce

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

After setting up WPForms as the trigger app, you’ll need to choose Salesforce as the action app. Use the search bar to find the Salesforce app and click on it.

Choose Salesforce as Zapier action app

Then, you’ll be asked to select the Salesforce action. As we are looking to create a new lead in Salesforce from WordPress, let’s choose Create Lead and then click Save + Continue.

Select create lead as Salesforce action in Zapier

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

Connect a new Salesforce account in Zapier

In the overlay that appears, you’ll need to log into your Salesforce account to grant permission for the connection.

allow zapier to access salesforce

After providing permission for the connection, click Continue.

Now you’ll be asked to select the data sent 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 log into 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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