Do you want to send your WordPress website leads to Salesforce CRM? In this article we will tell you how to connect WordPress website with Salesforce so that you can create leads, contacts, and accounts automatically directly from your forms.
So Byeee to manual !!!! Hello to Automation!!!
Today we’ll show you the easiest way to connect your WordPress forms with salesforce.
Does Salesforce Integrate with WordPress?
Yes Absolutely, we can connect salesforce with WordPress to automatically create objects when you submit the form.
In today’s step-by-step guide, we are going to show you how to connect salesforce and WordPress with WPForms Salesforce addon. WPForms’ new Salesforce addon will let customers automatically send form entries to Salesforce CRM.
This WPForms Salesforce addon is the simplest way to get WordPress and salesforce connected. Don’t spend your money to figure it out because we are going to show you how to set up the connection yourself within minutes.
Ok then…. Let’s get started
How to Connect WordPress Forms With Salesforce CRM
Step 1: Check Your Salesforce Version
Before we get started with the process it is important to check our Salesforce account API to avoid unnecessary issues later.
API access is available on the Salesforce plans listed below:
- Enterprise Edition
- Developer Edition
- Unlimited Edition
- Performance Edition
In order to check your Salesforce edition, login to Salesforce and check the edition that is displayed in the title section of the browser:
Also, there is another way to check.
Click on the profile icon and then click Switch to Salesforce Classic.
Once you click on “Switch to Salesforce Classic” you will come across a similar to the one shown below. Click on Setup as shown in the below screenshot.
Once you click on Setup, a window similar to the one shown below will appear. Now click on the “Company Profile” and then click Company Information.
The Salesforce edition is listed towards the bottom of the page towards right.
If you’re using one of the different edition than what we mentioned, then you must reach out to Salesforce to get it changed.
If you’re already using the same edition with API access, now we can move on to the next step.
Keep the Salesforce site open in a tab so it will be easy to refer to and understand.
If you haven’t got the WPForms Pro License we suggest that you get it by click on the below button. Only then will you be able to make use of the Stripe Add-on and accept your payments from Stripe on your WordPress websites
Step 2: Install the WPForms Plugin
In order to install the WPForms plugin follow the below given steps
Navigate to your WordPress dashboard
Go to the Plugins section –> Add New
Once you click on Add New you will come across a screen. In the search box type “WPForms” and then you will come across a screen similar to this one.
Now click on “Install Now” and then Activate the Plugin
Once you are done with the activation you will be asked for the License Key
Where to find the WPForms License Key
Navigate to your WordPress Dashboard and then go to the WPForms section –> Settings
Once you click on Settings you will get a window on the right hand side. Keep on scrolling down until you find the License Key section. You will come across a screen that’s similar to the one shown below
In case you have purchased the WPForms Pro plan then you can find the license key in the account which you used to purchase WPForms subscription
Since we have installed and activated the WPForms plugin we can set up our connection to Salesforce.
Step 3: Install and Activate the Salesforce addon for WPForms
In order to install the Stripe add-on follow the below given process
Navigate to your WordPress dashboard –> Mouseover on WPForms –> Click on Addons (Refer to the below screenshot)
When you click on “Addons” you will see all the addons. Scroll downwards on the Addons page and you will come across the Salesforce Add-on. Click on Install Add-on.
Then install the Salesforce addon by clicking on this button.
Once you have installed the Addon let’s proceed to the next step.
Now let us connect WPForms to Salesforce.
Just keep the WordPress tab open to make it easier for switching back to WPForms as we go to the next step.
Step 4: Setting up Salesforce & WordPress Integration
Here, we will set up a Salesforce app. Here we need an app so that WPForms can make a connection to your site.
To get started, log in to your Salesforce account.
Now switch to the SalesForce Classic layout.
Once you have switched to the Salesforce classic and once it loads then click on “Setup” as shown in the below screenshot.
Click on Setup (as shown in the above screenshot) and scroll down and look for the Build menu present on the left hand side.
Click on Create to expand the list, afterwards click the Apps link under it (refer to the below screenshot to get an idea)
Now scroll down to the Connected Apps section of the page.
Go and click New Button.
Now let us make our app in the New Connected App screen.
Fill the 2 fields first.
For the Connected App Name field, type a name for your app. When you’re finished typing, Salesforce will automatically copy your name to the API Name field.
In the Contact Email, just type in your email address.
This is all we need to do here, stay on this screen for the next step.
Step 5. Set up your Salesforce App Permissions
Now, set up the authentication for the new app that we just created.
Scroll down over this API section and tick this Enable OAuth Settings checkbox.
Grab the WPForms callback URL and paste it into Salesforce.
Get back to the WordPress site in a new tab and click on WPForms >> Settings.
Have a look at tabs and click on Integrations.
Scroll down the Integrations page till you find the Salesforce icon.
Stop on this line, click on the small arrow to the left of the logo and expand the box.
Continue and click this Add New Account button.
This is the Callback URL.
Click on this Copy icon to copy this into your clipboard.
Now get back to your Salesforce tab and paste that Callback URL into the OAuth settings box.
Awesome!! you are almost done but before that scroll down a little to Selected OAuth Scopes and find these 2 items:
Access and manage your data (API)
Execute requests on your part at any interval (refresh_token, offline_access)
With the help of arrow keys on the right add these 2 permissions to the Selected OAuth Scopes box on your right.
Done? Great. Click Save at the bottom of the screen.
Salesforce will show you a notification to confirm that it is setting your app up in the background.
Have patience and wait at least 10 minutes before moving on to Step 4.
If you try to sprint, you will see an error that looks like this:
error=invalid_client_id&error_description=client identifier invalid
Don’t bother! This error just means that your connection has not been set up in Salesforce. Wait for a few more minutes before attempting again.
Step 6. Now Connect WordPress to Salesforce
Excellent! Since we’ve paused for 10 minutes, we proceed forward plus copy these API keys inside WordPress.
Exactly like beforehand, you’ll need to have Salesforce plus WPForms opened inside different tabs.
Observe these 2 moves to copy these keys:
1. Inside your Salesforce browser tab, press this Copy button near Consumer Key. Turn over the WPForms tab and paste this key in.
2. Change back over your Salesforce tab and see to the right.
Next upon Secret Key, press Click to reveal.
Copy that key, later than switch backward over WPForms and paste that in likewise.
That’s everything finished. Now you can click Connect to Salesforce.
Now login to Salesforce again here.After logging in click the blue Allow button.
Moreover, that’s it! Your Salesforce account is connected to WordPress.
You can see that we have a completion note into WPForms at the top of the screen now:
Also, we have a connected account on the Integrations page additionally!
That’s the difficult section over. Soon let’s create the form.
Step 7. Create Your Salesforce WordPress Form
Since we have our Salesforce WordPress integration set up, we can now send data from a form to Salesforce.
If you previously don’t own a contact form on your site, bounce back to this guide about how to create a simple contact form.
Proceed following this page afterward your form is set up the way you need it.
WPForms allows you to connect any form to Salesforce. Also, the specific form can generate some different objects. One can create:
In the example, we are going to create a lead from the contact form we created.
Begin in the form builder and click Marketing on the left.
Click Salesforce Next click Add New Connection.
Give a name to your connection which will appear in the form builder and you can easily identify it later.
Immediately select the Salesforce account you created earlier which is in the first dropdown. In the second one, let us select Lead.
Beneath, we are proceeding to plan the fields on the contact form to the fields in the leads space of our Salesforce account.
Stop here and save the form. But here is another smart trick.
We use smart conditional logic to automatically separate the leads which will be sent to Salesforce.
For example, in our form, we urged our visitors if people needed to hear more about our product. If we enable dependent logic, we can decide to only transfer the lead over Salesforce only if that visitor responded Yes.
Click save to save your progress.
We are nearly towards the end!!!
Step 7: Now it’s Time to Publish Your Salesforce WordPress Integration
This final step is the simplest of all. One can publish the form without applying any code.
This section takes simply a few minutes.
Toward the top of the form builder, click Embed.
Let us click on Create New Page.
Give a name for your new page.
On clicking the Let’s Go button, WPForms will automatically generate a WordPress page with your form enclosed in it. Press the blue Publish button and your page is live.
It’s done! Test the form and check if everything is working.
On submitting the form entry, you will see the corresponding entry in the Salesforce
Now WordPress Salesforce integration is live.
Next Step: To Save Your Form Entries
You can view your form entries in WordPress as well.
Maintaining your records in the WordPress dashboard makes it simple to see whereby your lead capture forms are performing.
Check out the guide on how to save contact form entries in the WordPress database to immediately learn whereby this goes.
Available to create your form? Go get started now with the easiest WordPress form builder plugin.
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This article is been written by Nikhil Harmalkar who is a Digital Marketer from Goa and loves doing Facebook Ads, Instagram Ads and Sales Funnels.