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, we’ll show you how to easily connect Salesforce to your WordPress forms.
Why Connect Salesforce to Your WordPress Forms?
Salesforce is one of the best CRM (customer relationship management) software on the market. Many of the world’s 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 your WordPress contact form 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 your WordPress website.
That being said, let’s take a look at how to easily connect Salesforce to your WordPress forms.
Setting Up WPForms to Connect With Salesforce
For this tutorial, you’ll need WPForms. It is the best WordPress contact form plugin 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 you’ll need their Elite plan to use the Salesforce addon. There is also a WPForms Lite version which is available for free.
Upon activation, you need to visit the WPForms » Settings 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 the WPForms » Addons page and locate the Salesforce addon. You can then click on the ‘Install’ button, and it will be installed and activated automatically.
After that, you can go to the WPForms » Settings » Integrations 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 ‘Add New Account button.
WPForms will show you Salesforce settings with a Callback URL.