WPForms makes it easier than ever to integrate your WordPress forms with Salesforce, allowing you to automate customer data transfer and boost productivity. This addon ensures that your form submissions are seamlessly mapped to Salesforce, enabling you to manage leads and contacts more efficiently.
Key Features
Simple WordPress Salesforce Integration
With over 6 million users, WPForms is trusted for its easy Salesforce integration, offering a powerful way to capture leads and transfer them into your CRM system automatically.
Flexible Field Mapping
Map Salesforce objects such as Leads, Contacts, and Accounts directly from form submissions, eliminating the need for manual data entry.
Conditional Logic
Smart conditional logic lets you control which form entries are sent to Salesforce based on user inputs, ensuring only relevant data is transferred.
Multiple Salesforce Accounts
Connect multiple Salesforce accounts to your WordPress forms, and select the desired account for each form, providing flexible data management for your organization.
Salesforce Object Customization
Assign different Salesforce Objects to form submissions, allowing submissions to trigger actions like creating or updating Accounts, Campaigns, Cases, Contacts, Leads, Opportunities, and Products.
Advanced Features
- Calculations
Automate real-time calculations in your forms for quotes, order totals, and more to capture leads and sales more effectively. - Form Pages
Boost conversions by creating distraction-free form landing pages with customizable styles and settings. - Entry Management
Manage all your leads in one place with easy-to-navigate form entries in your WPForms dashboard. Filter, sort, and export form entries to organize and analyze data offline.
Conclusion
WPForms’ Salesforce integration addon takes the complexity out of CRM management by automating data transfers and giving you powerful tools to manage leads and customer data efficiently. Whether you’re handling multiple accounts or need to streamline workflows, this integration is designed to elevate your sales and lead-generation process.
