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WordPress Salesforce Plugin
Send Customer Data to Salesforce With Ease
Automatically transfer form entries to your CRM and increase efficiency with the WPForms Salesforce addon.
Simple WordPress Salesforce Integration
WPForms is the best WordPress Salesforce integration plugin. See our top features to understand why 6+ million users trust WPForms to capture more leads.
Flexible Field Mapping
Automatically map Salesforce objects such as Leads, Contacts, and Accounts, directly from your form submissions. No more manual data entry or copying and pasting information.
Conditional Logic
Use smart conditional logic to control which entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure only relevant data is transferred.
Multiple Accounts
Connect multiple Salesforce accounts to your WordPress site. Choose which account to use for each form directly in the form builder, giving you complete control over your data management.
Determine Salesforce Object
Set the Salesforce Object so that each form submission does exactly what you want it to do. WPForms includes account, campaign, case, contact, lead, opportunity, and product.
Ronaldmcguire
Verified CustomerI’ve used this plugin on two websites and it works flawlessly to create a simple, no frills contact form. When my needs change, I’ll definitely upgrade to the paid version. Fantastic plugin.
The Best WordPress Drag & Drop Form Builder Plugin
Create and publish forms in minutes… What are you waiting for?
Elevate Your Forms with 2,000+ Ready-Made Templates
- Review Form
- Waiver Form
- Screening Form
- Issue Form
- Disciplinary Form
- Petition Form
- Monitoring Form
- Vendor Form
- Expense Form
- Agreement Form
- Training Form
- Completion Form
- Request Form
- Medical Form
- Evaluation Form
- RMA Form
Salesforce Addon – Frequently Asked Questions
Do you have a question about the Salesforce addon? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.
How do I connect my forms to Salesforce?
To connect your forms to Salesforce, install WPForms and the Salesforce addon, then follow the simple steps to authorize your account. We have complete documentation and a world-class support team on hand to help.
Do I need coding experience to use the WPForms Salesforce addon?
No coding experience is required. Our drag-and-drop builder makes it easy for anyone to use our WPForms Salesforce integration without any technical knowledge.
Can I control which entries are sent to Salesforce?
Yes, you can use conditional logic to control which form entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure that only relevant data is transferred.
Can I connect multiple Salesforce accounts?
Yes, WPForms allows you to connect multiple Salesforce accounts to your WordPress site. You can choose which account to use for each form directly in the form builder, giving you complete control over your data management.
Is the data transfer secure?
Yes, we use the Salesforce API to securely send your form entries. Your data is protected and transferred securely to your Salesforce account.
Can I export data collected through the forms to other tools or platforms?
Yes, you can export data collected from your forms as CSV or XLSX files for further analysis or integration into your business processes. This flexibility allows you to use your data in the way that best suits your needs.
Even More Powerful Features
Ready for more? Check out some of our other features to take your forms to the next level!
Calculations
Get more leads and sales with real-time calculations.
- Automatically calculate totals in forms.
- Use for order forms, quotes, and more.
- Enhance user interaction with dynamic results.
Form Pages
Create distraction-free form landing pages to boost conversions.
- Import and export style settings.
- Customize the look and feel of your form pages.
- Increase form conversions with a standalone page.
Entry Management
View all your leads in one place to streamline your workflow.
- Easily view and manage form entries from the dashboard.
- Filter and sort entries for better organization.
- Export entries for offline use and analysis.
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“
This excellent tool for WordPress has saved me many hours developing various websites. I started with the lowest-level subscription, which worked so well that I upgraded to Pro. The item that stands out the most is the Customer Service. They were patient and worked with me when I had an unclear understanding of the documentation.
”
Great company with a great tool.Scott Yacko
Verified Customer -
“
Just started using WP Forms and I already love it! Purchasing the Pro version now. Grateful for this company!
”Musicnerd
Verified Customer -
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Why did I use Contact Form 7 and DonorBox (with paid connection to Google Analytics), when I can do everything using just WPForms. 5 stars!
”Porton
Verified Customer -
“
Very user friendly and customizable! Best of all, it’s reliable.
”Jodicarlton
Verified Customer -
“
Great plugin and better customer support. They are always at the side of the client 🙂
”Pep Pujol
Verified Customer
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“
This excellent tool for WordPress has saved me many hours developing various websites. I started with the lowest-level subscription, which worked so well that I upgraded to Pro. The item that stands out the most is the Customer Service. They were patient and worked with me when I had an unclear understanding of the documentation.
”
Great company with a great tool.Scott Yacko
Verified Customer -
“
Just started using WP Forms and I already love it! Purchasing the Pro version now. Grateful for this company!
”Musicnerd
Verified Customer -
“
Why did I use Contact Form 7 and DonorBox (with paid connection to Google Analytics), when I can do everything using just WPForms. 5 stars!
”Porton
Verified Customer
WordPress Forms
What are you waiting for?
- Online Form Builder
- Conditional Logic
- Conversational Forms
- Form Landing Pages
- Entry Management
- Form Abandonment
- Form Notifications
- Form Templates
- File Uploads
- Calculation Forms
- Geolocation Forms
- Multi-Page Forms
- Newsletter Forms
- Payment Forms
- Post Submissions
- Signature Forms
- Spam Protection
- Surveys and Polls
- User Registration
- WPForms AI
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