Struggling with WordPress Salesforce Integration? Good times are here.
Are you copy-pasting data from your form entries to Salesforce, manually? Manual data entry is so 1990s. Today, you have the power of automation, the use of Artificial intelligence, and/or machine learning to help you manage your marketing better.
The WPForms addon for Salesforce is a game-changer. Plus, you don’t need to pay for a service like Zapier to connect WordPress to Salesforce (at least not for this part of your lead generation efforts).
The Behaviour Shift: Customers will ping you online
The trend from 2019 to 2021 is clear: Your customers want you to interact with them online. That’s it. Your opinions about this won’t count. Heck, even customers’ own opinions won’t matter.
Call it the “Covid-19” effect or what have you but everything — from lead generation to making sales; from messaging to regular interactions is moving online.
When it comes to lead generation, there are several powerful plugins for WordPress that you could use. While most of them are exceptional, some of them still require a wee bit of manual admin.
Manual administration on anything to do with your WordPress website takes time. Time is something you have very little of.
Salesforce is one of the most sought-after CRM systems in the world while WordPress is the leading CMS (Content Management System) in the world.
WordPress Salesforce was supposed to be the marriage that was made in heaven.
The marriage, however, isn’t straightforward (When was the last time a marriage was easy, eh?).
Using Web-to-lead forms by Salesforce: This doesn’t really give you complete control over how you want your web forms to look, feel, and the type of information you want to gather.
WordPress form builders (GravityForms, Contact 7? There are way too many to count, and most of them cost you money). Here are some of those WordPress form builders in the WordPress plugin directory.
WordPress + Salesforce Custom Integration (get specialists to do it for you and this is even more expensive than anything you’d use).
Life calls for simplicity. Using WPForms and Salesforce integration features saves you the hassle, puts WordPress lead generation on steroids, and maybe even prints you money.
For using WPForms with Salesforce, you’d need to be on a Salesforce Elite license and have the necessary admin credentials to start connecting your forms with Salesforce on WordPress. Plus, you’ll need to be on the WPForms Elite Plan
With the WPForms Salesforce Addon, you can directly link your WordPress forms with Salesforce. You can also connect multiple WordPress forms with your salesforce account (or multiple salesforce accounts, if you need to).
With WPForms securely sending lead data to Salesforce, you have complete flexibility to manage your data as the case may be.
Create Salesforce Objects Quick, In Style
Even with something like creating salesforce objects, you can do that from right inside your WPForms dashboard (where you normally create WordPress forms of all kinds).
Instead of manually creating salesforce objects inside “salesforce”, creating a form, and then integrating that particular WordPress form with the Salesforce object in your Salesforce account, cut the flab and do it from inside the WPForms form builder dashboard as shown below from the form settings.
Create a new Lead from each submission, along with the requisite properties, data, and details associated with each lead directly into Salesforce.
Associate leads with specific campaigns
Mark leads (as Sales Qualified Leads or Marketing Qualified leads) automatically based on lead form data. You may also choose to mark leads as opportunities, those associated with particular products or services, and more.
Once you decide how to process your lead and send the details over to Salesforce from your WordPress lead form, just choose the Salesforce object that the data should be sent to by mapping the details of your WordPress lead form to the input details of your Salesforce Object as shown.
After activating the WPForms Salesforce Addon, open the plugin, head to the vertical navigation menu inside WPForms builder, and click on the “marketing”. On the panel that appears, choose “Salesforce” and click on “Add new connection” as shown.
Give your connection a name (this won’t ever be shown to your end visitors, leads, and customers) and it’s only for your internal form/lead management purposes.
Assuming you’ve followed through the instructions in the Salesforce Addon Setup Documentation, you should be able to see your Salesforce account information and associated Salesforce objects in the next screen that shows up (as shown).
Select the appropriate Salesforce account you want the WordPress lead forms to connect with. After selecting the Salesforce account, you’ll be able to select the appropriate Salesforce object as shown below.
This is the part where you’ll attribute lead values, custom fields, and custom values to each person who’ll sign up as a lead on your forms (which are essentially connected to the Salesforce object of your chosen Salesforce account).
Click on the blue “+” icon if you’d like to map more form fields available on your WPForms to your Salesforce Object.
Want to do more with your WordPress lead forms and Salesforce Integration? Unleash the power of conditional logic that WPForms provides for you.
If you would like to use the conditional logic function to further streamline lead data collection, to segment your leads, or to establish SQL (Sales Qualified Leads) or MQL (Marketing Qualified Leads), select the little checkbox to enable conditional logic and create your steps to process lead data.
Process lead details with conditional logic and then segment your leads into specific groups based on regular “if-else” conditions.
This way, you are already controlling lead data quality and ensuring that some form of segmentation exists while you collect and process leads by using WordPress lead forms and Salesforce integration.
According to Kinsta, WordPress powers 60.8% of the CMS market share in the world. More than 14.7% of the world’s websites run on WordPress.
Now, that’s indeed saying something about the popularity of WordPress.
The story no one told you is that this also makes WordPress vulnerable. Your website, based on WordPress, is completely vulnerable to hacking, malware, attempts to break-in, spam comments, spam form fill ups, and so much more.
If you aren’t careful enough, your website can break.
One of the more pressing problems — among several others — is form spam. Bots and malicious visitors trying to attack the forms on your WordPress site to exploit the data within. That data could be your email list, your customers’ credit card or payment details stored on your website, and really anything else.
Plugin vulnerabilities represent 56% of the known entry points for cyber attacks. With over 55,000 WordPress plugins that collectively have been downloaded over one billion times and more added monthly, it’s more important than ever to update them safely
There was, however, a need to add more layers of protection to prevent spam on WordPress while giving you more options to choose from as far as spam control for WordPress is concerned. For that reason, WPforms rolled out the brand new hCaptcha
What is hCaptcha?
hCaptcha now runs on 15% of the Internet, according to YCombinator.
hCaptcha is a direct and simple drop-in replacement for reCaptcha. Using easy tasks for humans but hard for bots, hCaptcha tries to solve not just the spam form problem but also issues with regards to privacy, data usage, and data exploitation.
hCaptcha protects user privacy, rewards websites, and helps companies get their data labeled.
There are three simple reasons why hCaptcha should be your preferred choice (remember, every business that has a blog is also a publisher).
Focus on Privacy: Ad networks see your visitors as the product. hCaptcha doesn’t care who your users are, only how likely they are to be malicious. hCaptcha also supports initiatives like Privacy Pass, and works hard to balance privacy and security.
Security first: Accuracy is in your interest and theirs. hCaptcha is publisher-focused. hCaptcha works to give you real data and let you decide how to use it. Other captchas provided by other companies (Read: Google) have a vested interest: each bot or visitor they block may reduce their revenue.
Better user experience: Sophisticated machine learning models are used to determine humanity. This requires less annoying tasks from users and takes less of your time in doing so, while still producing useful labeled data.
Mathew Prince recently announced that Cloudflare moved from Google’s reCaptcha to hCaptcha for much of the same reasons as above. Further, Cloudflare made that decision also because hCaptcha was effective, could scale, and was offered for free.
How To Set Up hCaptcha with WPForms: Free And Privacy-focused
Getting started with hCaptcha with WPForms is easy. Just get to your WPForms Plugin settings, click on CAPTCHA, choose hCaptcha.
Note: As you can see from the image below, you still retain the choice to use Google’s reCaptcha
Working with WPForms & hCaptcha
If and when you build your forms for WordPress, you want to keep these forms as bulletproof as possible. That means it’s on you to keep out the bots, malicious visitors, malware, spam comments, break-ins, bad user signups, and more.
Instead of creating forms and then worrying, just use the available CAPTCHA options that you’ve enabled with WPForms (above) such as hCaptcha or reCaptcha.
WPForms also includes the ability to add hCaptcha element to any form you build, right through the WPForms builder as shown in the screenshot below:
Content marketing strategies, content marketing tactics, Inbound Marketing, blah..blah — they are indeed the bread-and-butter for marketers.
For entrepreneurs who run businesses, however, all of this is an extra piece of work to do.
You have to write, publish, share, distribute, reshare, redistribute, and then repeat it all.
Imagine just how chaotic this so-called “content marketing strategy” would seem for a solo-business owner who owns a restaurant, a coffee shop, a consulting business, or a traditional real estate consultancy.
I mean, did you ever think that you’d have to be more of a “publisher” than a business just to make good on the promise of an effective content marketing strategy?
Yet, it’s a good thing that some businesses have joined the content marketing strategy bandwagon.
According to Semrush, 84% of businesses surveyed had a content marketing strategy in place. A whopping 89% of these businesses depend on organic traffic — sourced from their blogs, social media traffic, and other sources — as a way to generate leads and make sales.
To make it all happen though, businesses have small teams averaging around three people. Only 11% of these businesses evaluate themselves as “excellent” when it comes to their content marketing strategies.
Remember that we aren’t talking about scores of businesses that haven’t yet taken advantage of content marketing strategies yet.
Also, we aren’t talking about small business owners who have no “time”, the motivation, or the inclination to depend on content marketing for their respective businesses.
The question still remains: What’s an average business owner to do with content marketing strategies? Does it make sense to stay invested with Inbound marketing at all?
Content Marketing Strategies: Making the case
Every single business out there should embrace content marketing strategies. According to OptinMonster, more than 30% of adults in the United States are always online.
The global online population is just over 4 billion. More than 91% of B2B businesses use content marketing strategies to generate leads and make sales. Further, 86% of B2C businesses deem content marketing as a reliable way to grow their respective businesses.
This isn’t even getting anywhere close to the sheer billions of people on Social Media, those who watch YouTube, and several others who are now making a beeline to new social platforms such as TikTok, Signal, and others.
We are also not taking email marketing, Facebook Messenger, Social forums (such as Quora), and other avenues that people spend their time at.
Convinced? Now let’s take a look at what a typical busy entrepreneur should do when content marketing isn’t exactly something you discuss with your team or if you think you don’t have the resources to apply.
Blog. Regularly. Period (Minus anything fancy)
First, stop getting polluted with the scores of blog posts and articles that talk about fancy things like The SkyScraper Technique. Forget about the need to publish on social media everyday, writing blog posts each week, creating other pieces of content such as Infographics, and doing more of the same.
Writing 5000+ blog posts each week, creating infographics, and chasing the SkyScraper technique is for us marketers; not for you as an entrepreneur.
Further, don’t assume or think for a moment that you have to write to win the “publication of the year” or the Pulitzer Prize.
No one cares about the level of English, how smart you are, or if you do sound like Stephen Hawking.
Your audience needs a solution to their problems. Do you have the solution? Can you help? If yes, write blog posts (or a series of blog posts).
So, what should you do? Do what you should (and that you can). At the minimum, do this:
Use Google’s Keyword Planner, UberSuggest, or Semrush Free account to quickly pick keywords that you can write humble 1500-word blog posts on. That’s it. A grand total of anything from 750 to 1500 words per blog post.
Be sure to write blog posts topics in a way that really helps your audience. Don’t always focus on your team getaways, happy weekends at the office, or keep harping about your products.
If you can’t bring yourself to write in a way that business blogging demands, just hire someone from Upwork (like me) or from PeoplePerHour. Just leave it to the professionals.
Share on Social Everyday (Automate or hire)
A large part of success when it comes to content marketing strategies is “consistency”. The same applies to social media.
Share what you publish. On repeat, 24 X 7, everyday, forever and ever.
On top of that, respond to those who share, retweet, comment, or mention you (or your brand) on social media.
There’s “social” in social media. Don’t ever forget that.
Remember that you can’t really automate the personalized comments, small talk, conversations with others on social media.
If you want to make it easier for yourself (which I am sure you do), use the following tools to help you automate this work to a certain extent.
No one is going to buy what you have to sell if they don’t like or trust you. The sooner you internalize this, the better your success rate is going to be.
To be able to develop that skill and trust, you’d need a captive audience. People who don’t mind listening to you, to read what you have to write about, and those that really like what you are putting out there.
One of the effective ways to do this is with email marketing. Don’t overthink this. First, grow your email list by giving something away to start a relationship.
Then, nurture your subscribers by sending out emails regularly.
For every email that’s designed to sell something, there should be five emails that “sell nothing” to your audience. Those 5-6 emails that sell nothing should include tips, insights, strategies, and pure value packed as content, delivered to their inbox.
You thought you were done with your excitement with what you could achieve with Elementor or Elementor Pro? You haven’t seen nothing yet. Read this Crocoblock review and see just how you can build on top of your Elementor websites.
Crocoblock started off just like any other third-party Elementor theme provider along with a few plugins. But then, the team at Crocoblock went further ahead and built an all-in-one toolkit that absolutely anyone — from web designers to WordPress agencies; from developers to Entrepreneurs; from bloggers to online publications could use.
Crocoblock comes with various products in their stable, which include:
Dynamic WordPress templates: Fully-functional WordPress templates which you can use to plug-and-play.
Regular WordPress themes such as Kava and Kava Pro
A mind-boggling array of WordPress pluginswhich can make even an 8th-grade child an expert on WordPress
Extras such as an Interactive Pop-up library and Pop-up templates to make your WordPress site a lead generation machine.
Crocoblock provides you with two different kinds of WordPress templates, along with plugins, extras, DevTools, and more: WordPress design templates (the usual kind) and WordPress Dynamic Templates (See below).
Crocoblock WordPress Templates
Visually and functionally, Crocoblock’s WordPress Templates are crafted with care without the usual WordPress theme bloat.
Crocoblock WordPress templates are built and sorted across categories such as corporate, business events, personal portfolios, digital agencies, IT courses, bitcoin trading, and so many more.
Crocoblock’s WordPress templates, built to work independently or on top of the Elementor Pro Plugin, are fast, well-equipped, and ready-to-go. You’d just have to pick a template you like, change the elements around, and launch your website.
Crocoblock’s WordPress templates are ready-made, sorted, and categorized such as WordPress templates for Real estate, portfolio websites, business websites, corporate websites, and so many more.
For each WordPress template on offer (there are over 47+ templates for you to play with), check out the live demos to see how they really look and work on your devices (such as desktop, mobile, and tablet).
Crocoblock Dynamic Templates
Forget WordPress themes and plugins. If you wanted to launch a full-fledged business straight out of a WordPress setup, Crocoblock’s dynamic WordPress templates are the way to go.
Featuring around 9+ dynamic templates, each of these WordPress dynamic templates come loaded with everything you need (the themes, necessary plugins, and other functionalities) that you’d need to start a rental website (like AirBnB), a WooCommerce Shop, a car rental website, an automotive dealer website, a hotel booking platform, or a doctor appointment portal.
Just pick the kind of dynamic WordPress website you want to launch, change the elements to reflect your own business (such as the logo, the images, the copy or content, and other details), and launch your new business based on WordPress, built on top of Crocoblock and Elementor.
Pick the kind of WordPress Dynamic template your business relates to, customize your WordPress theme (top-to-bottom), and launch your new website in minutes.
Crocoblock WordPress plugins can be used as standalone plugins or they can be used on top of whatever Elementor goodness you might already have available. Each of the Crocoblock plugins are built to do something very specific. Here are some of the WordPress plugins available with Crocoblock and what you can do with each:
JetElements: Bring visual delight to any of your WordPress themes, including Crocoblock’s themes or other themes you might use such as StudioPress, those from 10Web, and more.
JetEngine: Did you know that you can transform the way your website displays content based on the power of showcasing dynamic content on your pages? Use JetEngine to setup parameters to help users create or display any kind of dynamic content (calendar sync, display grids, and more).
JetPopups: Create and have pop-ups trigger on your website based on various parameters and triggers (such as exit intent, click on link, or click on button). Customize and style your pop-ups the way you want them to be with JetPopups plugin.
JetTricks: Bring your website to life by adding interactive visual effects to your website assets (such as content and images). Pick from tooltips, satellite effects, and more.
JetSmartFilters: You’d not be using the full power of the CMS and Database engines that your WordPress website is powered with. Using Jet Smart Filters, you can allow your users to select, choose, sort, and filter based on several criteria (which makes sense for your business). For instance, your customers can choose to display products based on price, range, or other variables (depending on what you sell). Build filters such as search filter, checkbox filter, rating filter, visual filter, and more.
JetBooking: Would you like your users to book rooms based on date ranges, travel packages, cars for rent, rooms on long-term vacations?Use the JetBooking plugin from Crocoblock to build the next AirBnb or Booking.com.
JetAppointment: Want to easily enable your users to book appointments on your WordPress website? Use JetAppointment to allow your potential clients to book services (from an array of multiple services you provide) along with multi-step forms and customizable checkout.
JetWooBuilder: Want to build custom product pages or custom eCommerce grids for your eCommerce store? Use Jet WooBuilder to create taxonomy lists, product grids, product carousels, and control how your products are displayed to your customers.
Jet Product Gallery: Retain the power to display products or items on your eCommerce store the way you think is best. Use Jet Product Gallery add product display carousels, product images, reviews or ratings, and more.
Jet CompareWishlist: Bring an Amazon-like experience to your eCommerce store by letting your users add items to a “compare” table or have them add items to a wishlist. You can enable this feature easily by using Jet Compare Wishlist.
JetReviews: Reviews can help drive more sales on your website. It’s called the power of social proof. This is a simple strategy you can’t ever go wrong with. Use Jet Reviews plugin to add reviews to any post type (including review-type posts) along with ratings and comments.
JetMenu: Were you ever impressed with some of those mega menus on popular websites, newspaper sites (like CNN), and other online publications? You can do that yourself with the JetMenu plugin. Create horizontal, vertical, and hamburger menus in just a few clicks.
JetBlocks: Manage your site logo, add extra elements to your headers (such as a login icon, eCommerce cart, add registration forms or add a search field to your header) with JetBlocks.
JetSearch: Implement fast, light, and visually enriched search experience for your WordPress website with JetSearch.
JetBlog: You don’t have to do the “same old”, “same old” with your blog layout on WordPress. Use the JetBlog plugin from Crocoblock to add dynamic content to your blog layout, style individual blog pages, and more.
JetTabs: Ever wanted to use accordion tabs or pricing table switches (to display variable pricing such as monthly or annually)? Use JetTabs to deploy tabs, price switchers, and accordions on your WordPress website?
Jet StyleManager: Style your pages way faster with the Style Manager plugin. Make sweeping changes to how content and website assets are displayed to your users.
Jet ThemeCore: Design, build, and manage an entire WordPress website’s site structure. Work & manage your headers, footers, archive pages, blog pages, and other such universal parts of your WordPress website
Forget what you keep reading about pop-ups and the rallying cry that pop-ups are irritating or that they are bad. You are in business and you are not in the business of pleasing people. You are a business. You need leads. You need sales. Period.
According to the folks at Sumo, the average conversion rate for a pop-up is around 3.09%?
Will pop-ups work? Are pop-ups good? Is there a chance that Pop-ups can harm user experience?
What if you wanted more functionality when it comes to creating and launching pop-ups (for lead generation on your WordPress) on top of the powerful Elementor Pop-ups?
Pick any template from the available pop-up templates on Crocoblock and create your Pop-ups on the fly. If you need inspiration, do check out the Interactive Pop-up library.
Remember that all of these features and functionality are on top of what Elementor Pop-ups already provide (if you are using Elementor Pro along with Crocoblock that is). Even if you don’t use Elementor Pro, you can still work with Crocoblock Pop-ups or the JetPopup plugin or both.
On top of everything else available with Crocoblock, you also get access to more than 150+ WordPress widgets. Some of these work to enhance your game with Elementor Pro. Pick from a variety of widgets such as design widgets, basic WordPress widgets, and WooCommerce widgets.
For instance, you can use Crocoblock WordPress widgets for WooCommerce to customize your customers account login page, the thank you page for each order, and the cart page. You can also use design widgets to add scroll navigation, parallax effects, progress charts or bars, logo showcase, or animated flipboxes.
If you ever looked for a perfect WordPress theme — a true match that can work with Crocoblock, Elementor Pro, you should consider using Crocoblock’s Kava Theme. With the Kava Theme itself, you get plenty of layouts to mix and match in a way that makes sense for your business. Choose from several blog display styles, and single-page layout styles (for everything else on your WordPress site).
The Kava theme was also designed for page speed (no superfluous code) and is built for performance-oriented websites. The Kava theme is WooCommerce-ready, developer-friendly, easy enough to be used by everyone else, comes with preset styles, and is also compatible with Elementor.
Note that you get access to everything above (including the Kava Theme) along with DevTools and extras for a single license of Crocoblock or a subscription to Crocoblock.
Crocoblock pricing is available for a single website or for unlimited websites. Further, Crocoblock’s pricing also makes everything Crocoblock has to offer for a yearly subscription. There’s also a lifetime license available for you if you think you need to work with several websites (for clients) or for your own portfolio.
Looking for the top Crocoblock WordPress Plugins? This is where you’d find some of the best, ever.
If I could, I’d write an entire book on Crocoblock’s plugins alone. There are so many Crocoblock Plugins available that it’d really need a series of blog posts (or a book or a coffee table publication?) to feature all of these.
Crocoblock WordPress plugins work even better if you already use Elementor. Using Crocoblock with Elementor is like a supercharged V12 engine that can simply change the way you do WordPress.
Ever fancied making design changes to your website but didn’t know where to begin? Were you impressed with how a website has these subtle design elements and you thought you’d need to hire an expensive WordPress designer to get that done?
The secret is that you don’t need much to bring in some awesome effects to your website.
With more than 44 different styling widgets (On top of anything else that Elementor provides), the JetElements plugin can help you transform your website into a visual delight.
You’ve heard that WordPress is elastic and probably powers any kind of website by now. But did you know that you could use the power of dynamic content and make your website really powerful?
Dynamic content for WordPress allows you to run database-powered websites. All of those websites that you might have used before such as doctor appointment booking platforms, AirBnB-like hotel booking sites, travel websites, and others.
Guess what? You could build a WordPress-powered website just like those, all by yourself by using something like Crocoblock’s JetPlugin.
If you thought that you need WordPress specialists for this, you are wrong again.
Create dynamic content (such as use dynamic images, dynamic links, dynamic terms, dynamic fields, and dynamic snippets) to showcase content automatically.
Use grids, masonry, injecting dynamic elements into grids, or sliders to showcase personalized or specific content (depending on what your dynamic WordPress website does).
Power your calendar with JetEngine’s dynamic widgets and work out a visually compelling schedule. Add as many events as you want and play around with the styles to make them catchy. As a result, you’ll get a classy calendar that ticks all of your boxes.
JetEngine gives you the opportunity to build a stronger connection with your visitors. Make your web property more interactive by implementing a fully-responsive step-by-step form. Registration, Contact, Feedback, Booking, Order – whatever you’re up to, JetEngine & Elementor are here to slay any form type. Did you know that you can also have forms calculate prices or use step-by-step forms for your users?
Want to start a car rental business? A hotel or hostel booking site? Or would you like your real-estate website to accept bookings? JetEngine is the plugin to use.
Want your website to turn into a mean, lead generation machine? Use JetPopups plugin to create interactive, conversion-focused popups easily and add them to your WordPress site.
Note: This plugin can work on top of the already powerful Popup functionality that Elementor provides for you.
With more than 50+ interactive pop-ups available for you to choose from with JetPopup, it’s just a matter of picking up a pop-up template, changing the elements within, and making those pop-ups work hard to generate leads for you.
As with any pop-up builder, JetPopup Plugin also has options to “trigger” these pop-ups (on arrival, on click, exit-intent popups, and more).
Use these pop-ups to help build your email marketing list, provide discounts or coupons, create info cards to let your visitors know about new product launches, conduct quick surveys with Yes/No pop-ups, or maybe just roll out GDPR permission pop-ups.
Your blog (no matter how you intend to perceive it) is the central engine for your digital marketing presence. Your blog gets you traffic. It helps attract new customers. It provides you a way to educate, entertain, inform, inspire, and train your customers.
If you don’t use anything else on this list, just pick the JetBlog plugin and give your blog a visual makeover with a news ticker, smart posts list, blog post grid displays, post tiles, and more.
Of course, if you layer your JetBlog plugin with JetPopups plugin, you can also turn each of your blog posts into lead-generating content assets by adding popups to each of your blog posts (or static lead generation subscription forms that you can place under or in the middle of each blog post).