Ninja Forms SalesForce CRM

The plugin connects Ninja Forms to Salesforce so form submissions can be sent to your CRM without manual data entry. Add the Add to Salesforce action to a form, then map its fields to the Salesforce information you want to capture. This gives teams a way to collect website inquiries and customer details through their existing forms.

You can choose which Salesforce objects and fields to use, and set instructions for handling individual field values, such as replacing commas. The plugin also includes diagnostic tools for troubleshooting the connection. If a Salesforce duplicate rule blocks a new record, it creates a task linked to the matching record.

Features

• Send form submissions: Add the Add to Salesforce action to a Ninja Form to send submitted information to your Salesforce account.
• Choose objects and fields: Select the Salesforce objects and fields you want to use, so form data can be mapped to the CRM records you need.
• Map form fields: Connect Ninja Forms fields with Salesforce fields as part of setting up the form action.
• Set field instructions: Control how individual field values are processed, including instructions such as replacing commas.
• Troubleshoot with diagnostics: Use built-in debugging tools and diagnostics to investigate issues with the connection between your forms and Salesforce.
• Handle duplicate records: When a Salesforce duplicate rule blocks a new record, the plugin creates a task linked to the matching record.

Best for

• WordPress sites collecting sales leads
• Teams capturing customer details with Ninja Forms
• Organizations sending website inquiries to Salesforce