WPForms Salesforce

Many sites collect leads through web forms, and someone then has to move those entries into the CRM. That takes time and invites typos. WPForms Salesforce removes the manual step by sending each submission to Salesforce automatically. You map form fields to Salesforce objects such as Leads, Contacts and Accounts, so the data arrives organized the way your sales team expects it.

You build the form with the drag-and-drop builder and need no code. Conditional logic decides which submissions are sent, based on what the visitor entered. You can connect more than one Salesforce account to a single WordPress site and assign each form to the account that should receive it. Entries stay visible in your WordPress dashboard, where you can filter, sort and export them.

Features

• Flexible field mapping: Match form fields to Salesforce objects such as Leads, Contacts and Accounts, so each submission lands in the right place without manual entry.
• Conditional logic: Set rules that decide which submissions are sent to Salesforce based on what the visitor entered in the form.
• Multiple Salesforce accounts: Connect several Salesforce accounts to one WordPress site and assign each form to the account that should receive its entries.
• Many Salesforce object types: Send data to accounts, campaigns, cases, contacts, leads, opportunities and products. Standard or custom objects from the connected org can be picked from a searchable dropdown.
• Update existing records: A Match Existing Records By setting lets a connection update records already in Salesforce instead of creating duplicates.
• Duplicate rule handling: Records that match a Salesforce duplicate rule set to Alert are saved rather than skipped, so those submissions are not lost.
• Secure connection through the API: Data travels to Salesforce through its API, and account connection supports PKCE for Connected Apps that require it.
• Entry management and export: View, filter and sort form entries in the WordPress dashboard, then export them as CSV or XLSX files for reporting or other tools.

Best for

• Businesses that capture leads through WordPress forms
• Sales teams that work in Salesforce
• Agencies managing several Salesforce accounts for clients