The best way to join Salesforce to your WordPress types
Do you want to connect Salesforce to your WordPress forms?
Salesforce is one of the most popular customer management software on the market. By connecting to your WordPress forms, you can automatically add leads, customers and other contacts to your CRM.
In this article, we'll show you how you can easily connect Salesforce to your WordPress forms.
Why connect Salesforce to your WordPress forms?
Salesforce is one of the best customer relationship management (CRM) software out there. Many of the world's largest companies use it to manage customers, leads, and business contacts from a single dashboard.
Most company websites use contact forms to generate leads and then manually add them to their CRM software. This takes time and you can still forget to contact a prospect.
By connecting Salesforce to your WordPress contact form, you can remove this hurdle. As soon as a user submits their information, it is automatically added to your Salesforce contacts.
From there, you can connect with customers to increase your website's conversions and sales.
Let's see how you can easily connect Salesforce to your WordPress forms.
Set up WPForms to connect to Salesforce
You need WPForms for this tutorial. It's the best WordPress contact form plugin used by over 3 million website owners.
You can use it to easily create any type of form with a simple drag and drop form builder.
WPForms is a premium WordPress plugin, and you need the Elite plan to use the Salesforce addon.
First you need to install and activate the WPForms plugin. For more information, see our step-by-step guide on installing a WordPress plugin.
After activation you have to visit the WPForms »Settings Page to enter your license key. You can find this key under your account on the WPForms website.
Set up the connection between WPForms and Salesforce
Now you need to establish a connection between WPForms and Salesforce. WPForms comes with the Salesforce add-on, which allows you to easily connect the two apps together.
Just go to the WPForms »Addons Page and find the Salesforce addon. Click the Install button and it will be installed and activated automatically.
Then go to WPForms »Settings» Integrations Page. Here you need to click on the Salesforce integration to open it.
Under Salesforce Settings, click the Add New Account button. WPForms shows you Salesforce settings with a callback URL.
Just keep the tab open in your browser or copy the callback url to a safe place. You will need it in a later step.
Now you need to create an app in your Salesforce account. We will walk you through the process step by step.
Important: You need an Enterprise, Unlimited, Performance or Developer Edition of Salesforce. Otherwise, you won't be able to connect your WordPress forms.
You can check which edition you have by switching to the classic view of Salesforce (see below). Then go to Manage »Company Profile» Company Information. You will see your edition on the left side of the screen next to "Organization Edition".
If you don't already have an account, go to the Salesforce developer website. Just click the Sign In button above and enter your details.
After completing the login, you will be able to access your Salesforce account dashboard. From here, you'll need to go to the Salesforce Classic dashboard by clicking your profile icon at the top, then clicking the "Go to Salesforce Classic" option.
Next, you'll need to click the Setup link above to access the Salesforce dashboard settings.
On the next screen, navigate to the click Create »Create» Apps Menu from the column on the left.
This will take you to the Apps section. Here, in the Connected Apps section, click the New button:
You now need to enter the details for your app.
For the connected app name, enter a name that you want to use. Other users for your Salesforce account will see this.
By default, the API name is the name of the connected app. You don't have to enter or change it.
Enter your e-mail address for the contact e-mail.
You don't need to enter the logo, icon, info url, or description. These fields are for Salesforce users who publish their app.
Below you have to activate the checkbox "Activate OAuth settings":
Once you've checked the box, you'll see the OAuth settings:
First of all, you need to enter the callback url that you found earlier in your WPForms account.
In the selected OAuth areas, Salesforce is told which permissions your app should have. You have to activate 2 authorizations here. These are "Access to and management of your data" and "Execute inquiries on your behalf at any time".
Simply select them and click the "Add" arrow to add these permissions:
You don't need to change anything else on this page. After adding the permissions, just hit the save button at the bottom of the page.
You should then see a message asking you to wait 2 to 10 minutes for your changes to take effect:
Click the Next button to view your API information:
We recommend waiting 10 minutes before using your app. That way, you can be sure that your app is ready.
After the 10 minutes have passed, you will need to copy your consumer key and consumer secret into WPForms.
Your consumer key is displayed directly under the API (enable OAuth settings) section:
Your consumer secret is off. You must click the "Click to Reveal" link to reveal your consumer secret:
Now just switch back to the tab with your WPForms Salesforce settings. Once you've closed this, it's easy to find it back in your WordPress admin. Just go to the WPForms »Settings» Integrations Page.
Just copy the Consumer Key and the Consumer Secret and paste them into the Salesforce settings for WPForms:
Then click the Connect to Salesforce button:
You will then be asked to sign in to Salesforce. Simply log into your account with your username and password.
Next, you'll need to click the Allow button to give WPForms access to your Salesforce account:
Your integration page will then be displayed again. A message should appear at the top of the screen informing you that the connection was successful:
After you've connected WPForms to your Salesforce account. You can start building forms and submitting entries directly to your Salesforce account.
Create a WordPress form with Salesforce integration
The next step is to create your form.
Just go to the WPForms »Add new Page. This will start the WPForms drag and drop form builder. Enter a name for your form, then click a template.
You can connect any type of form to Salesforce. We will use the basic contact form:
It's easy to add, edit, or remove any fields from the standard form. For example, you can add a phone number field.
If you are happy with the form, go to Marketing »Salesforce Click the tab to connect to your Salesforce account.
You will then see a popup asking you to name your connection. Your website visitors will not see this. It is for your own use only.
Just enter the name you want to use. Then click the "OK" button.
Now you need to select your Salesforce account and your Salesforce object. This is the type of data that you send to Salesforce, such as: B. a contact or a lead.
Once you've selected your Salesforce object, you'll see a few new drop-down lists:
Here, the Custom Field Name column is the name of the field in your Salesforce account. The "form field value" is the name of the field on your form.
You must select a form field value for each custom field you want to use. This means your form data is entered in the correct field in Salesforce.
The only required field is the Full Name field in Salesforce. To do this, select "Name" as the form field value.
Next, choose a different field from the drop-down list below. Just select the WPForms field you want to map it to. Click the blue + to add more fields.
We have included the email and phone fields from our form here:
After adding your Salesforce connection, don't forget to click the Save button at the top of the screen.
Adding your form to a WordPress page or post
WPForms makes it easy to add forms anywhere on your WordPress website.
Just edit the post or page where you want to add the form or create a new one. In the content editor, click the Add New Block (+) button and add a WPForms block to your page:
Next, you need to select your contact form from the drop-down list within the block. Finally, publish your page to see your form live on your website.
For more detailed instructions, see our step-by-step guide on creating a contact form in WPForms.
We recommend testing your form to make sure you've connected Salesforce properly.
Just enter some test data and hit submit.
After that, go to your Salesforce account dashboard and you should see a new item on your home page.
Just click on the name and you will see the information for that contact. The email address, phone number and any other details you assigned from your form are included:
You have successfully connected Salesforce to WPForms. Now all of your new contacts will be automatically added to Salesforce for you.
We hope that you have learned from this article how to connect Salesforce to your WordPress forms. You might also like our article on Sending Contact Form Data to Multiple Recipients and our pick of the best business phone services for online businesses.
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