How to Connect WPForms Leads And Salesforce (CRM) Easily

Looking for a better way to streamline your WPForms leads with Salesforce CRM?

Then here I’m with a good news today.

WPForms has recently launched a Salesforce add-on to send your form entries from your site to the Salesforce account easily.

WPForms uses Salesforce API integration which ensures the security and confidentiality of each leads transferred to the Salesforce accounts.

But to use this new addon you must have a WPForms Elite license.

This initiative by WPForms will change the way how you transfer the data and will save a lot of time manually copying and pasting customer information.

Create different Salesforce objects with WPForms

WPForms has introduced a number of features such as creating Salesforce objects automatically from your WordPress dashboard.

Just select the object (account, campaign, contact, etc) you want from the drop-down.

WPForms Salesforce object

In this way, you can manage different types of leads, contacts, and entries separately in your Salesforce account without any manual work.

You can generate new leads from each submission or you can also use an internal form to create an object.

Now after choosing the right object you’ll have to assign the WPForms field values to the Salesforce field values.

WPForms Object field

You can also use conditional logic to separate each or some entries from the rest of the ones.

This way you can manage each lead and offer them relevant and personalized products to maximize revenue and grow your business ultimately.

Integrate WordPress forms to Salesforce

With WPForms integration with Salesforce, you are free to connect any form to your Salesforce accounts.

WPForms conditional logic

Summary

Salesforce is a top leading CRM that is trusted by some of the leading companies along with 150,000 small and big businesses.

WPForms is the best WordPress forms builder to collect and leads.

When it comes to manage and track the information of your customers and potential leads then the WPForms integration with Salesforce is the business savior.

You can directly pull all the leads and create your customer’s account in your Salesforce dashboard so you can offer better services according to their interest.

This new Salesforce add-on by WPForms will help you thrive in your business.

Get started with WPForms Salesforce add on asap.

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