WPForms Salesforce Addon

Version 1.4.0 Updated on August 16, 2024

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WPForms Salesforce Addon

The WPForms Salesforce Addon is a plugin that integrates WPForms with Salesforce, allowing you to connect your WordPress forms to your Salesforce account and automate the process of creating leads, contacts, and other Salesforce objects.

Here are some key features of the WPForms Salesforce Addon:

  • Seamless Integration: Connect your WPForms to your Salesforce account, enabling you to automatically create leads, contacts, and other Salesforce objects from form submissions.
  • Customizable Mapping: Map WPForms fields to Salesforce fields, allowing you to control how form data is synced with your Salesforce account.
  • Real-time Syncing: Form submissions are synced with your Salesforce account in real-time, ensuring that your data is always up-to-date.
  • Lead and Contact Creation: Automatically create leads and contacts in Salesforce from form submissions, including custom fields and data.
  • Object Creation: Create custom Salesforce objects, such as accounts, opportunities, and campaigns, from form submissions.
  • Conditional Logic: Use conditional logic to control how form data is synced with your Salesforce account, based on user input and form responses.

The WPForms Salesforce Addon provides a range of benefits, including:

  • Streamlined Lead Generation: Automate the process of creating leads and contacts in Salesforce, reducing administrative tasks and improving efficiency.
  • Improved Data Accuracy: Ensure that your Salesforce data is accurate and up-to-date, by syncing form submissions in real-time.
  • Enhanced Customer Insights: Gain a better understanding of your customers and prospects, by collecting and syncing form data with your Salesforce account.
  • Increased Productivity: Focus on high-value tasks, by automating the process of creating leads and contacts in Salesforce.

To use the WPForms Salesforce Addon, you need to install and activate the plugin on your WordPress website, and connect it to your Salesforce account. Once connected, you can configure the addon to sync form submissions with your Salesforce account, and customize the mapping of WPForms fields to Salesforce fields.

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