Do you use WordPress for your website? Do you need to manage your leads in Salesforce? Then this guide is for you. We will show you how to connect Salesforce to your WordPress forms. This way, you can easily manage your leads from your website.

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Why Connect Salesforce to WordPress Forms?

Salesforce is a great tool for managing leads. It helps you keep track of your customers. But what if you get leads from your WordPress website? You need a way to send those leads to Salesforce.

By connecting Salesforce to WordPress forms, you can:

• Save time by avoiding manual data entry
• Keep all your leads in one place
• Improve your lead management process

What You Need to Get Started

Before we begin, you need a few things:

• A WordPress website
• A Salesforce account
• A form plugin for WordPress

There are many form plugins available. Some popular ones are WPForms, Gravity Forms, and Contact Form 7. Choose one that suits your needs.

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Step-by-Step Guide to Connect Salesforce to WordPress Forms

Follow these steps to connect Salesforce to your WordPress forms.

Step 1: Install A Form Plugin

If you do not have a form plugin yet, install one now. We will use WPForms for this guide. You can find it in the WordPress plugin repository.

1. Go to your WordPress dashboard.
2. Click on “Plugins” and then “Add New”.
3. Search for “WPForms”.
4. Click “Install Now” and then “Activate”.

Step 2: Create A Form

Now that you have WPForms installed, you can create a form.

1. Go to “WPForms” in your WordPress dashboard.
2. Click “Add New”.
3. Choose a template or start with a blank form.
4. Add the fields you need, like name, email, and message.
5. Save your form.

Step 3: Install The Wpforms Salesforce Addon

WPForms has an addon for Salesforce integration. Install it to connect your form to Salesforce.

1. Go to “WPForms” in your WordPress dashboard.
2. Click on “Addons”.
3. Search for the “Salesforce Addon”.
4. Click “Install Addon” and then “Activate”.

Step 4: Connect Wpforms To Salesforce

Next, you need to connect WPForms to your Salesforce account.

1. Go to “WPForms” and then “Settings”.
2. Click on the “Integrations” tab.
3. Find “Salesforce” and click “Add New Account”.
4. Follow the instructions to log in to your Salesforce account.

Once you are connected, you can map your form fields to Salesforce fields.

Step 5: Map Form Fields To Salesforce

Mapping your form fields to Salesforce fields is important. It ensures that the data goes to the right place.

1. Go to “WPForms” and then “All Forms”.
2. Find your form and click “Edit”.
3. Click on “Marketing” and then “Salesforce”.
4. Click “Add New Connection”.
5. Give your connection a name and choose “Salesforce”.
6. Map your form fields to Salesforce fields.
7. Save your changes.

Testing Your Integration

It is important to test your integration. Make sure everything works as expected.

1. Go to your form on your website.
2. Fill out the form and submit it.
3. Check your Salesforce account for the new lead.

If you see the new lead in Salesforce, your integration works. If not, check your settings and try again.

Frequently Asked Questions

How Do I Connect Salesforce To WordPress Forms?

Use a plugin like Zapier or WPForms. They simplify the process.

What Are The Benefits Of Connecting Salesforce To WordPress?

It automates lead management. Saves time. Improves accuracy.

Which Plugins Help Integrate Salesforce With WordPress?

Popular plugins include Zapier, WPForms, and Gravity Forms.

Is Coding Needed To Link Salesforce With WordPress?

No, many plugins require no coding skills.

Conclusion

Connecting Salesforce to your WordPress forms is easy. It saves you time and helps you manage your leads better. Follow the steps in this guide to set up the integration. With a few clicks, you can connect your WordPress forms to Salesforce. Now, you can focus on growing your business.