WPForms Salesforce Addon GPL v1.4.0

The WPForms Salesforce Addon is a powerful integration tool that allows you to automatically send form entries from your WordPress site directly to Salesforce, helping you manage leads, contacts, accounts, and other Salesforce objects without any coding required.

Key Features of WPForms Salesforce Addon

1. Seamless Integration with Salesforce

• Automatic Data Sync: Connect your WPForms forms to Salesforce, enabling automatic creation of leads, contacts, accounts, and other Salesforce objects when a form is submitted.
• No Code Required: You don’t need to write any code to integrate WPForms with Salesforce. Simply install the addon, and you’re ready to start syncing form submissions with your Salesforce CRM.

2. Map Form Fields to Salesforce Fields

• Flexible Field Mapping: Easily map form fields to the corresponding fields in Salesforce. This ensures that the data collected through your forms is accurately transferred to the correct fields in Salesforce.
• Customizable Object Creation: Each form on your site can create a different Salesforce object (e.g., lead, contact, account). You can define which object each form will create, allowing for highly tailored CRM management.

3. Smart Conditional Logic

• Automate Data Submission: Use WPForms’ smart conditional logic to control which form entries are sent to Salesforce. You can set automated rules based on user input, ensuring that only relevant entries are passed to Salesforce.
• Streamlined Workflows: Automating this process saves time and reduces the chances of human error, improving the overall efficiency of your business workflows.

4. Multiple Salesforce Account Integration

• Connect Multiple Accounts: WPForms lets you connect multiple Salesforce accounts to your WordPress site. This feature is particularly useful for businesses that manage different Salesforce accounts for various departments or teams.
• Account Selection in Form Builder: When creating a form, you can choose which Salesforce account the form will sync with, giving you full control over the integration.

5. Easy to Use

• User-Friendly Setup: The Salesforce addon integrates seamlessly with WPForms’ drag-and-drop form builder, making it easy for you to set up and manage Salesforce integrations without any technical expertise.
• No Coding Required: Everything is done through the WPForms interface, so you don’t need to write a single line of code.

6. Enhanced Workflows

• Save Time and Resources: By automating the process of creating Salesforce records, WPForms reduces manual data entry, allowing your team to focus on more important tasks.
• Improved Accuracy: The automatic syncing of form data ensures that your Salesforce records are accurate and up-to-date, reducing errors caused by manual data entry.

Why Use WPForms Salesforce Addon?

• Efficiency: The integration saves time by automating the process of sending form submissions to Salesforce, improving the workflow for your sales and marketing teams.
• Customization: You can map form fields to Salesforce fields in any way you need, ensuring that the data is structured correctly in your CRM.
• Conditional Logic: Control which form entries get sent to Salesforce using smart conditional logic, ensuring that only relevant submissions are synced.
• Multiple Accounts: The ability to connect multiple Salesforce accounts allows you to manage different teams or departments with ease.
• No Coding: With WPForms’ easy-to-use interface, you can set up the integration without needing to know any code.

The WPForms Salesforce Addon is an excellent tool for businesses looking to streamline their lead management process and integrate their WordPress forms with Salesforce. By automating data syncing and leveraging conditional logic, this addon helps save time, reduce errors, and improve overall efficiency in managing your CRM data.