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?).
There are ways to connect your WordPress instance directly with SalesForce.
Some of the popular ways include:
- 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).
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
If you are new to this or if you need guided help on setting up Salesforce with WordPress, please do read the WPForms Salesforce Addon Documentation.
Have a WordPress form? Integrate with Salesforce
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.
How to Integrate WPForms With Salesforce
Once you have both your Salesforce setup properly configured, you are ready to hit the ground running with WPForms. Read more about how to set up Salesforce and Integrate with WPForms.
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.
Say no to bad lead data quality, forever.
How are you going to use WPForms Salesforce Addon With Salesforce? How do you plan to process lead generation with WordPress forms and Salesforce to the next level?
Hey! Just want to get this out of the way. Some of the links in the blog post (and/or videos) are affiliate links. This means that I’d earn beer money if you ever decide to purchase any of the tools, products, services, plugins, or anything else I could be linking to. For more details, please do read my affiliate disclosure policy.