Ninja Forms SalesForce CRM

Many sites collect leads, feedback and customer details through forms, then someone has to copy that data into the CRM by hand. This add-on removes that step. It adds an "Add to Salesforce" action to any Ninja Form, and you map form fields to Salesforce with a few clicks. No coding is needed, and submissions reach Salesforce as they come in.

You choose which Salesforce Objects and Fields the form works with, so the data is stored the way your business needs it. The connection runs through the Salesforce API and supports Enterprise, Unlimited, Developer and Performance Editions. As your setup grows, you can add more objects and fields without reconfiguring everything. Built-in debugging and diagnostics help you sort out problems with the integration.

Features

• Add to Salesforce form action: Add the "Add to Salesforce" action to any Ninja Form and map its fields to Salesforce with a few clicks, with no technical skills required.
• Custom object and field mapping: Pick exactly which Salesforce Objects and Fields to use, so each submission is captured and stored in the places your business expects.
• Automatic transfer of submissions: Form submissions move into your Salesforce account without manual entry or coding, which cuts repetitive data handling and reduces typing errors.
• Real-time data syncing: Submissions made on your site appear in Salesforce right away, so sales and marketing teams can see fresh leads and customer interactions quickly.
• API connection to Salesforce: The add-on connects to your Salesforce account through the API and works with Enterprise, Unlimited, Developer and Performance Editions.
• Field-level data handling instructions: Set how individual fields are processed, from format adjustments to special instructions such as replacing commas, before the data is stored in Salesforce.
• Built-in debug and diagnostics: Integrated debugging tools and diagnostics help you troubleshoot and fine-tune your integration setup when something does not behave as expected.
• Room to add more objects: Expand the integration over time by adding more Salesforce objects and fields without complex reconfiguration as your organization grows.

Best for

• WordPress sites using Ninja Forms with a Salesforce account
• Sales and marketing teams collecting leads through web forms
• Organizations that want to stop copying form data by hand