WPForms Salesforce

When form submissions need to reach Salesforce, manual entry can add extra work to lead and customer record management. WPForms Salesforce sends submissions from WordPress forms to Salesforce, so teams can collect information on their site and work with it in their CRM. Flexible field mapping lets you choose how form fields correspond to Salesforce fields.

Choose Salesforce objects for form connections, including standard or custom objects available in the connected organization. Conditional logic can determine which submissions are sent, and connections can update existing records when a match is found. Sites that use multiple Salesforce accounts can assign specific forms to the account that should receive their submissions.

Features

• Map form fields: Choose how WordPress form fields correspond to Salesforce fields, so submitted information is organized in the records your team uses.
• Select Salesforce objects: Connect forms to standard or custom Salesforce objects available in the connected organization, using a searchable object selector.
• Update matching records: Set a match criterion so a form submission can update an existing Salesforce record instead of creating a duplicate.
• Apply conditional logic: Use form responses to determine which submissions are sent to Salesforce, giving you control over the data each connection receives.
• Connect multiple accounts: Connect multiple Salesforce accounts to one WordPress site and assign individual forms to the account that should receive their submissions.
• Send form submissions: Transfer WordPress form entries to Salesforce, supporting lead capture and customer information management within your CRM.

Best for

• Businesses using WordPress forms with Salesforce
• Teams managing leads in Salesforce
• Sites connecting forms to multiple Salesforce accounts