User Registration Salesforce

Copying new registrants from WordPress into a CRM by hand takes time and invites typing mistakes. This plugin handles that step for you. Each time a user registers, the details they entered are sent to Salesforce, so your sales and marketing team can see the new contact and follow up without waiting for someone to enter the data.

You decide how the data lines up. Field mapping lets you match registration form fields, including custom ones, to the Salesforce objects and fields you use. The settings screen is built so you can configure the connection without writing code. It suits sites that collect sign-ups and keep their contact records in Salesforce.

Features

• Automatic registration data sync: User registration details move from WordPress to Salesforce on their own, which cuts down manual data entry and the errors that come with retyping contact information.
• Flexible field mapping: Choose which registration form fields map to specific Salesforce objects and fields, so the data lands in the right place in your CRM.
• Real-time data transmission: New registrations reach Salesforce as soon as users sign up, so your team has fresh lead records available for prompt follow-up.
• Custom registration field support: Send custom user information collected on your forms, in addition to standard fields, so your CRM records reflect the details you gather.
• No-code configuration: The settings interface is designed for quick setup, and you do not need coding skills to connect your forms to Salesforce.
• Lead management in Salesforce: Because contact data arrives automatically and stays current, leads can be managed and nurtured inside Salesforce using up-to-date information.
• Works with multiple Salesforce editions: The integration is suited to a range of Salesforce editions and business sizes, so it is not tied to one type of account.
• Secure data transfer: Sensitive user information is transmitted safely between your WordPress site and your Salesforce environment.

Best for

• WordPress sites that feed registrations into Salesforce
• Sales and marketing teams tracking new leads
• Site owners with custom registration form fields