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While you run an online business, you might want to consider using CRM software for better customer support and analytics. Salesforce is one of the popular CRMs available in the market used by millions of professionals and businesses. If you are using WPForms as your contact forms and need to export WPForms entries to Salesforce CRM, we have got you covered.
This article will show you how you can export WPForms entries to Salesforce CRM automatically without any manual actions. If you need to save time, apply these changes to your website.
WPForms
- WPForms is a popular WordPress Form plugin with drag and drop feature
- Over 4 million Professionals use this smart plugin to create forms and surveys
- Flat 50% off on WPForms Premium Memberships – Limited Time Deal
WPForms is a freemium WordPress plugin used by millions of bloggers worldwide. We are also using the premium version of WPForms on BlogHeist for creating our contact form, guest post submission form, etc.
With the free version plugin, you can create basic forms. However, for more advanced forms like payment forms, donation forms, lead generation forms, you might want to consider purchasing any of their premium plans. As of today, WPForms got four pricing options.
- Basic – $39.50/ year
- Plus – $99.50/ year
- Pro – $199.50/ year
- Elite – $299.50/ year
For using the Salesforce add-on, you will need to be on the Elite plan. WPForms also got a 14-days money-back guarantee. So if you are not happy with your purchase, you can get a complete refund from the team.
However, If you need to learn more about the plugin, please check out our WPForms review. We have mentioned all the plugins’ features, pricing, and support policy. On top of that, we have also got a mega WPForms tutorial with 12+ WPForms tutorials.
Recommended Read: How To Schedule and Auto-Apply WooCommerce Coupon Codes?
Next, let’s see how to complete the integration.
Total Time: 15 minutes
Purchase WPForms Elite PlanPurchase WPForms Elite Plan
First, purchase the Elite plan. Then, just use your PayPal account or credit card for the purchase.
Verify the License KeyVerify the License Key
Once you have paid for their premium version, you can log in to the WPForms account and download the plugin files.
Just download the premium plugin file and install it, activate it on your WordPress site. Also, verify your WPForms license key for receiving support and updates from the developer.
Once you have done this, you are good to go.
Install and Activate Salesforce Add-onInstall and Activate Salesforce Add-on
After verifying the WPForms license key, you can access all add-ons. Next, install and activate the Salesforce add-on from there. Right after activation, you will see the configuration under WPForms settings.
Open Salesforce WebsiteOpen Salesforce Website
We will leave this tab like this. The next thing we need to do is, create an app for integration. The app will be made through the Salesforce website.
So, go to Salesforce and log in.
After logging in to the site, switch to the classic model.
Open SetupOpen Setup
This is pretty important. You will see a Setup section on your top menu in the classic model.
Search for Apps SettingsSearch for Apps Settings
Under the Build category, you will see the Apps section. If you can’t find it, there is a search option in the left top section. Use it for searching for Apps settings.
Create a New AppCreate a New App
Once you have clicked on the link, the system will redirect you to the all apps page. There will be some default apps. You do not need to modify any of those. What we need to do is, create a brand new app for the WPForms integration.
Configure AppConfigure App
After clicking on the New button, you will be redirected to another dashboard.
The fields marked as red are important ones. Rest are optional ones. If you check the above screenshot, you can see that we will need to give a nickname to our app, an API name, and a contact email.
The nickname is just for identification purposes. API name is mainly used by your developers. And in the contact email field, use the email address of the person creating the app.
Enable API SettingsEnable API Settings
The next thing we need to do is, configure permissions for our app. Right below the app creation form, you can see a checkbox marked as Enable OAuth Settings.
Configure API SettingsConfigure API Settings
Make sure that you have turned it on. Once you have marked the checkbox, it will show you more settings.
Open WPForms Salesforce SettingsOpen WPForms Salesforce Settings
As you can see, the Callback URL in the above screenshot is missing. And it is mandatory. For finding the Callback URL, go to the WPForms salesforce settings section on our WordPress dashboard.
Click on the Add a New Account button.
Get the Callback URLGet the Callback URL
The plugin will give you a unique Callback URL for your integration.
Paste the Callback URLPaste the Callback URL
Copy the URL from there. You will need to paste it on the Salesforce callback URL field.
Open PermissionsOpen Permissions
Now, it is time to configure the permissions. Just click on the permissions you want, and it will be selected.
Save the SettingsSave the Settings
After selecting these permissions, save the settings. Once you have clicked on the Save button, the page will redirect you to a success page.
Get the Consumer KeyGet the Consumer Key
As they mentioned, we need to wait 10 minutes before using the app. After 10 minutes, click on the Continue button. We will need a Consumer Key and Consumer Secret for completing the integration. You can see the Consumer Key from your app’s dashboard.
Connect SalesforceConnect Salesforce
Once you have pasted these two codes, click on the connect to the Salesforce button.
You will be redirected to the Salesforce login page.
Log In to AccountLog In to Account
With your login credentials, log in to your Salesforce account.
Grant AccessGrant Access
Allow access to your account on the next page.
Complete the ProcessComplete the Process
After granting access to your Salesforce account, you will see a success notification on the screen.
Integrate Salesforce Add-on with FormsIntegrate Salesforce Add-on with Forms
As you can see in the above screenshot, the integration is complete! For sending form entries automatically to your Salesforce CRM, we need to add the Salesforce add-on to our forms.
Open the form you wanted to edit. Under the marketing settings, you will see the Salesforce add-on.
Choose an ObjectChoose an Object
From the dropdown, choose the account and object. The object is what we are planning to send to Salesforce CRM. In this case, we will be selecting contacts.
Arrange Them CorrectlyArrange Them Correctly
Make sure that you have arranged the field name and field value correctly. For example, we have a name and email field in the form. So, we are going to assign it accordingly.
By using the + button, we can add more fields. On top of that, you can also enable the conditional logic feature to make your form much better. However, these configurations are good enough.
You will need to save the form.
Send a Test EmailSend a Test Email
Now, open the front-end form page and send a test email.
Open ContactsOpen Contacts
On your Salesforce account, choose the contacts tab.
Check the ContentCheck the Content
Once you click on that link, you can see the detailed message.
Estimated Cost: 299.50 USD
Supply:
- Computer
- Internet Connection
- WordPress Site
Tools:
Pretty cool, right?
You will see the same entry in your WPForms entries section and the Salesforce CRM’s contacts section. This is how you can export WPForms entries to Salesforce CRM.
As you can see above, this is pretty simple. You will be able to link Salesforce with WPForms in 10 minutes or something.
Recommended Read: How To Generate The Best Post Titles (8 Tools)
You can get the premium version of WPForms from below.
$This is an affiliate link
We hope you have found this article helpful and enjoyed the read. Please consider sharing this article with your friends and fellow bloggers on social media if you did. Also, for more related WordPress guides, theme, and plugin reviews, feel free to check out our blog.
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