WPForms – Salesforce CRM Integration

WPForms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a WPForms form on your site.

Features

  • Easily integrate WPForms form to Salesforce CRM Contact
  • Easily integrate WPForms form to Salesforce CRM Case
  • Easily integrate WPForms form to Salesforce CRM Lead
  • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Contact
  • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Case
  • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Lead
  • Easily map your WPForms form fields to Salesforce CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited WPForms forms

Salesforce CRM Edition Supported

  • Salesforce CRM provides API access inbuilt and is enabled by default in bellow edition.

    • Enterprise Edition
    • Unlimited Edition
    • Developer Edition
    • Performance Edition
  • Note: Salesforce CRM not provides API access inbuilt and is not enabled in bellow edition. You can also purchase API access for a bellow edition.

    • Contact Edition
    • Group Edition
    • Professional Edition

Installation

This plugin requires the WPForms plugin.

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘WPForms – Salesforce CRM Integration’ plugin zip
  • Activate ‘WPForms – Salesforce CRM Integration’ plugin
FTP, SFTP, SCP etc…
  • Unzip ‘WPForms – Salesforce CRM Integration’ plugin zip
  • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate ‘WPForms – Salesforce CRM Integration’ plugin

Configuration

  • Create Connected App in Salesforce CRM. The guide is here.
  • Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Configuration’
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Integration’
  • You can see list of WPForms Forms
  • Click on edit form icon which you want to integrate form
  • Select a Salesforce CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
  • Map fields which you want to map
    Note: Bellow module wise fields are required in Salesforce CRM and it must be mapped in Form.
    • Contact: Last Name
    • Case: Case Origin
    • Lead: Last Name and Company Name
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in Salesforce CRM module

Changelog

1.0.0
 - Initial release