Are you looking to connect Salesforce to your WordPress Forms?
Salesforce is a popular customer relationship management software that allows businesses to use cloud technology to better connect with customers. Connecting it to WordPress forms lets you add contacts, leads, and accounts to your CRM.
In this article, we’ll explain how to connect your WordPress forms with Salesforce without writing a single line of code.
For this tutorial, you’ll need WPForms that let you create different types of forms in an easy and simple manner.
Here’s how to connect WordPress website leads and Salesforce.
Step 1: Install and Activate the Plugin & Addon
To get started, firstly you need to install the WPForms plugin to your WordPress website.
Once WPForms is installed, you need to have the Elite plan of WPForms to get access to the Salesforce addon. You can get WPForms Elite License at a discounted price by clicking here.
Once you’ve purchased the license key, just head to WPForms >>Settings from your WordPress dashboard and verify the license key to get started.
Next, go to WPForms>>Add-ons page and select the Salesforce addon.
Just click on the “Install Addon” button and it will be automatically activated within a few seconds.
Step 2: Create a New App in Salesforce
To connect WPForms with Salesforce, the very first step is to create an app in your Salesforce account. If you don’t already have an account, then create it right now.
Now, log in to your Salesforce account if you haven’t done that already. From here, you need to switch to the Salesforce Classic dashboard. For this, click on your profile icon on the top right corner and click the ‘Switch to Salesforce Classic’ option.
Now, click on the Setup tab in the navigation bar.
Next, select Build >> Create >> App from the column on your left hand, to create a new app.
Now scroll down to the Connected Apps field and click the New button.
Here, you’ll need to fill out basic information such as Connected App Name, API name, and your contact email.
Next, scroll down and check the ‘Enable OAuth Setting’ box to configure your app’s permissions.
Next, we need to find the WPForms callback URL that permits authorization for your new Salesforce connected app.
To find this, switch back to your WordPress site and navigate to WPForms >> Settings >> Integrations, and click on the Salesforce integration.
Here, WPForms will show you a Callback URL for your website.
Now, copy this URL and move back to your Salesforce account. Then, paste this URL into the Callback URL field like this:
Next, scroll down to Selected OAuth Scopes and look for these two permissions such as:
- Access and manage your data
- Perform requests on your behalf at any time
Simply select these permissions and click on the Add button.
Once you’re done, click on the Save button.
Salesforce will show you a message telling you to allow 2-10 minutes for your changes to take effect. We strongly recommend you to wait for at least 10 minutes to avoid any potential errors in the connection process.
Step 3: Connect WordPress to Salesforce
After the 10-minute waiting period is over, click on the Continue button to see your API information.
From here, you need to copy your Consumer Key and Consumer Secret and paste them into the Salesforce settings for WPForms.
Once everything is done, click on the Connect to Salesforce button.
Now you have successfully connected Salesforce to WPForms. Next, let’s create the form.
Step 4: Create WordPress Form with Salesforce Integration
To create a form, simply head over to WPForms >> Add New and create any type of form you need. Here, we’re going to use a simple contact form.
You can easily add, edit, or remove any field using their drag and drop builder. Once you’re done with editing, go to the Marketing >> Salesforce tab and click Add New Connection.
Next, a popup appears that will ask you to give your connection a name. Just enter a name and click the OK button.
Now, you need to select your Salesforce account in the first dropdown, and then let’s select Contact as the Salesforce Object.
Once you’ve selected your Salesforce object, you’ll see more configuration options like:
Here, you’ll have to select Form Field Value for each custom field you’ll want to use. In this example, we have added two custom fields: Name and Company like this:
After you’re done with the setup, don’t forget to save the form.
Step 5: Publish Your Salesforce Form
Once you have created your form, you need to add it to your WordPress post or pages.
Here, I’m adding it to a new page.
To do this, go to Page >>Add New to create a new page.
Now, name the page as Contact Form or anything you’d like to write about.
Click Add Block (+) icon and type WPForms in the search bar and select it.
Next, select a form from the dropdown box that you want to add to your page.
Once you’re done, hit the publish button to see your form live on your site.
Now, if someone submits the form, you’ll see all of our submission’s details in Salesforce:
That’s it. Now you have successfully connected WordPress leads and Salesforce.
Final Words
After reading this article, now you may have a clear idea of how to connect website leads and Salesforce using the WPForm plugin without writing a single line of code. So, start using this amazing plugin now and gro your website’s revenue and sales. Also learn, WPForms.
If you have any questions or suggestions about this tutorial, let us know in the comment section below.
