Formidable Salesforce

Formidable Salesforce sends entries submitted through Formidable Forms to Salesforce. This gives teams a way to transfer information collected on a WordPress site into their CRM, reducing the need to re-enter submission details by hand. It suits businesses that use website forms to gather lead information and want those entries available in Salesforce.

You can map form fields to specific Salesforce objects and fields, then set criteria for which entries should be sent. The plugin can send data to Leads, Contacts, Accounts, and Opportunities. It also supports conversion tracking, helping teams monitor how their forms contribute to lead generation and the sales pipeline.

Features

• Send form entries: Transfer Formidable Forms submissions to Salesforce so entry details can be managed in the CRM without manual re-entry.
• Map fields to Salesforce: Match form fields with specific Salesforce objects and fields to organize submitted information in the CRM.
• Choose Salesforce objects: Send data to Salesforce Leads, Contacts, Accounts, and Opportunities, supporting several types of CRM records.
• Set sync conditions: Create criteria for which form entries are sent to Salesforce, allowing submissions to follow tailored data-transfer rules.
• Track conversions: Monitor how form submissions contribute to lead generation and growth in the sales pipeline.
• Encrypted data transfer: Transfer customer information with encryption when sending form data between WordPress and Salesforce.

Best for

• Businesses collecting leads through WordPress forms
• Teams managing leads in Salesforce
• Sites using Formidable Forms for submissions