Do you want to connect Salesforce to your WordPress forms?
Salesforce is one of the most popular customer management software on the market. Connecting it to your WordPress forms allows you to automatically add leads, customers, and other contacts to your CRM.
In this article, weโll show you how to easily connect Salesforce to your WordPress forms.
Why Connect Salesforce to Your WordPress Forms?
Salesforce is one of theย best CRM (customer relationship management) softwareย on the market. Many of the worldโs largest businesses use it to manage customers, leads, and business contacts from one single dashboard.
Most business websites use contact forms to generate leads and then manually add them to their CRM software. This takes time, and you may still forget to follow up with a potential customer.
Connecting Salesforce to yourย WordPress contact formย allows you to remove this hurdle. As soon as a user submits their information, it will automatically be added to your Salesforce contacts.
From there, you can follow up with customers to boost conversions and sales from yourย WordPress website.
That being said, letโs take a look at how to easily connect Salesforce to your WordPress forms.
Setting Up WPForms to Connect With Salesforce
For this tutorial, youโll needย WPForms. It is theย best WordPress contact form pluginย used by over 5 million website owners.
You can use it to easily create any type of form using a simple drag-and-drop form builder.
WPForms is a premium WordPress plugin, and youโll need their Elite plan to use the Salesforce addon. There is also aย WPForms Liteย version which is available for free.
First, you need to install and activate theย WPFormsย plugin. For more details, see our step-by-step guide onย how to install a WordPress plugin.
Upon activation, you need to visit theย WPForms ยป Settingsย page to enter your license key. You can find this key under your account on the WPForms website.
Setting Up the Connection Between WPForms and Salesforce
Now, you need to set up a connection between WPForms and Salesforce. WPForms comes with the Salesforce addon which lets you easily connect the two apps together.
Simply go to theย WPForms ยป Addonsย page and locate the Salesforce addon. You can then click on the โInstallโ button, and it will be installed and activated automatically.
After that, you can go to theย WPForms ยป Settings ยป Integrationsย page from your WordPress dashboard.
Here, you need to click on the Salesforce integration to open it up.
Under Salesforce settings, go ahead and click on the โAdd New Account button.
WPForms will show you Salesforce settings with a Callback URL.