Formidable Salesforce

Many sites collect leads through forms, then someone has to move that data into the CRM. That step takes time and invites typos. Formidable Salesforce handles the transfer for you. When a visitor submits a Formidable Forms entry, the plugin passes the information to Salesforce, so your sales team sees current details in the system they already use.

You decide where each piece of data goes. Form fields can be mapped to specific Salesforce objects and fields, including Leads, Contacts, Accounts and Opportunities. You can also set rules for which entries get sent. The plugin is configured from the WordPress dashboard without coding, and it suits small businesses as well as larger sales operations.

Features

• Formidable Forms to Salesforce sync: Entries from your Formidable Forms are sent directly into your Salesforce account, which removes manual data entry and the errors that come with retyping lead details.
• Real-time lead transfer: Form submissions move to Salesforce as they come in, so your sales team works from current information instead of waiting on a manual export.
• Custom field mapping: Map each form field to a specific Salesforce object and field, so the data you capture lands in the right place and stays organized.
• Multiple Salesforce objects: Send data to several object types, including Leads, Contacts, Accounts and Opportunities, to keep your CRM records complete from a single form.
• Conditional data syncing: Set criteria that decide when an entry is sent to Salesforce. This lets you build workflows around the submissions that matter to your team.
• Conversion tracking: Monitor how your forms contribute to lead generation and pipeline activity, using the data that reaches Salesforce from your website.
• Secure data handling: Customer information is transferred securely, using encryption and compliance practices, so the details people enter in your forms are handled with care.
• Setup without coding: Configure the connection inside your WordPress dashboard. No programming knowledge is needed to get forms talking to Salesforce.

Best for

• Sites using Formidable Forms for lead capture
• Sales teams that manage contacts in Salesforce
• Businesses wanting less manual CRM data entry