Salesforce easily allows people to coordinate with team members and stay connected with customers. You can organize leads, deals, contacts, products, and more.
And with WPForms’ new Salesforce addon, customers can automatically send form entries to Salesforce CRM.
Since this is one of the biggest feature request let’s see how we can make our customer’s lives much easier.
In this article, we will discuss the New Salesforce Addon for WPForms and how you can use it.
Automatically Create Salesforce Objects
Goodbye manual admin and hello automation!
Copying data with this addon will literally change your life and help you save money.
In order to create objects in Salesforce when forms are submitted, you’ll need to select the objhect you want to create in the settings for your form.
Take a look at this image.
You can create a new Lead for each submission or you can use an internal form to quickly add new Accounts.
The addon allows you the opportunity to make your workflow faster and more efficient. And that’s what we want, productivity.
Next, map the fields in your form to the fields in Salesforce. If you want to control which entries are sent to Salesforce you can use Conditional Logic.
Now the form entries will be sent to Salesforce.
Using WordPress Forms with Salesforce
Using WPForms you can connect any form to Salesforce CRM and add multiple accounts. Such flexibility gives you total control over the place where data is saved.
Ready to get started with WPForms and Salesforce. This addon is available to all WPForms Elite customers.