In this article, I’ll show you how you can use Salesforce in WordPress forms (Using WPForms).
Whether you’re a small business owner or an enterprise-level marketing manager, lead generation should be a crucial part of your operations.
But finding the best software for your business that matches your needs, it’s a little bit time-consuming. Maybe you find the best software for your business but how you connect that with WordPress is a little bit tricky.
Here I’ll use Salesforce, a CRM (Customer Relationship Management) software that tracks and segments user data and WPForms, the best form building plugin for WordPress to add form entries on the CRM software.
What is Salesforce?
Salesforce is a Customer Relation Management (CRM) software. Salesforce easily allows people to coordinate with team members and stay connected with customers.
With Salesforce, you can organize leads, deals, contacts, products, and more.
What is WPForms?
With 3 million+ active installation, WPForms is the most popular drag and drop form building plugins for WordPress.
Here are some features of WPForms:
Benefits of integrating WordPress with Salesforce
Here are a few benefits you of connecting Salesforce to your WordPress forms:
- You don’t need to copy-paste your form entries to your Salesforce account. The entries will automatically be sent to your Salesforce account.
- You can also automate different tasks like user tracking, sales processing, and more with the customer object features on your Salesforce account.
- Your team can easily access your user’s entries from the Salesforce account.
How to use Salesforce in WordPress using WPForms
Salesforce and WPForms both are premium tools, so you need to buy both of those.
Salesforce starts from $25/user/month and also offers 30 days free trial with no credit card required.
WPForms has a free version, but with its free version, you can’t connect Salesforce with your WordPress forms.
Basic ($39/year), Plus ($99/year), Pro ($199/year), Elite ($299/year) – these are the four pricing plans available in WPForms. The more you pay, the more and advanced features you get.
To use Salesforce in WordPress, you must have the Elite plan. So click the link below to get the maximum discount as possible on WPForms’s Elite plan:
Step- 1. Install and activate WPForms
First, you’ll need to install and activate the WPForms plugins on your WordPress site.
Login to your WordPress dashboard, click Plugins > Add New, and search for WPForms. After finding the plugins, click Install Now and Active.
To activate your premium license, go to WPForms > Settings and paste the license key, which you got from WPforms’s website.
Step- 2. Create an app in Salesforce
To create an app in Salesforce, you need to create an account in Salesforce. If you haven’t created an account already, go ahead and do that first.
After creating your account in Salesforce, click on your profile icon and select Switch to Salesforce Classic.
Now click the Setup tab on your header bar.
Here you can search for ‘apps’ and from the options that populate, you can begin to build a new app by selecting Build > Create > Apps.
After that, you’ll be redirected to a list of all available apps in your Salesforce account. You can see a section called ‘Connected Apps’, here click the New button to add your app.
Here you need to fill some details about your apps. All the required fields are highlighted with a red mark. You only need to fill those fields.
- Connected App Name: Enter a name for your app. Here I put ‘WPForms’ in the app name field. You can put whatever you want.
- API Name: If you want to do custom coding then your developer would need this name. The name automatically uses your Connected App name as the default name. But you can change this if you like.
- Contact Email: The contact email of the person creating the app.
Next, you’ll need to enable the Enable OAuth Settings option, to configure your app’s permissions.
This will open up more fields you’ll need to complete to finish setting up your app, with required fields marked in red.
The Callback URL is the URL that Salesforce will redirect you to after you’ve allowed authorization for your connected app. To get your Callback URL, go to your WordPress dashboard, Click WPForms > Settings > Integrations, and select the Salesforce integrations.
Next click on the Add New Account which shows the integration settings, which include the Callback URL for your site.
Copy your Callback URL and switch to your Salesforce window, don’t close this window we’ll need configure this setting.
Paste the URL on the Callback URL field on your Salesforce account. Please recheck your URL once for confirmation that the URL is correct or not.
WPForms only needs two permissions: Access and manage your data and Perform requests on your behalf at any time.
So select those and click Add in the Selected OAuth Scopes option. In the end, don’t forget to save all these settings.
If you configure all of these settings properly, you’ll be redirected to a page that shows ‘Allow 2-10 minutes for your changes to take effect on the server before using the connected app’.
My recommendation is to wait at least 5-6 minutes and then click the Continue button.
In the next screen, you’ll see all your API information.
Step- 3. Connect Salesforce to WPForms
Copy your Consumer Key and Consumer Secret and paste it on your WPForms Salesforce settings.
After adding both your Consumer Key and Consumer Secret, click the Connect to Salesforce button.
Next, you’ll be redirected to the Salesforce login page. Enter your login details and click the Log In button.
After logging in, Salesforce will ask you if you’d like to allow access to your account. Click the Allow button to finish the setup process.
Now you’ll be redirected back to your WPForms and Salesforce integration page, where you can see a success message.
Now you’ve successfully integrated Salesforce with WPForms.
Step- 4. Add Salesforce to your forms
If you’ve already created your form with WPForms then edit the form to add Salesforce into your form or if you don’t, create a new one.
To create a new form in WPForms, go to WPForms > Add New and create your form. You can choose a premade template or create one from scratch by selecting the ‘Blank Form’ option.
To add Salesforce, click the Marketing tab into your form builder and choose the Salesforce option, click Add New Connection.
This will open a popup where you’ll need to enter a nickname for your connection.
Enter the name you want and click OK. Next, you’ll see some more settings, where you’ll need to select an account and Salesforce object.
In the Select Account, select the Salesforce account you’d like form data to be sent to.
And in Select Salesforce Object, select what type of data you want to send from your form to Salesforce.
Here I’ll select Salesforce Object to Contact so that each submission of our form will add a new contact in Salesforce.
After selecting your Salesforce Object, more settings will open up to configure.
- Custom Field Name: Custom field name are specific fields within Salesforce that you’d like to map your WPForms fields to. Here we’ll have the default Full Name field, and choose the Email option for the second dropdown in this column.
- Form Field Value: These fields are fields that you added into your form. For our example, we’ll map Full Name to our Name field within our form, and map Email to our Email field.
If you want to add additional fields, click the + (plus) icon button.
Step- 5. Test your form
The last step is to test the form you created. My recommendation is to before publishing your form, open your form into preview mode, and test it.
This is the form that I created for this tutorial. I filled the form and clicked the Submit button.
Now go to your Salesforce account and click the + (plus) button to see all your available tabs. To see your new contact added or not?, click the Contacts tab.
Click on your contact’s name to open their full details.
This will open up the full details of the contact, where we can check that all of our submission’s details have been correctly passed through to Salesforce.
Finish?, Yes!! Now you’ve successfully added Salesforce in your WordPress forms using WPForms.
If you faced any problem with adding Salesforce in WordPress forms, don’t forget to ask in the comment section below. I’ll reply to every comment that is related to this topic. And if you like this article, please share this with your friends.