Copying and pasting data from your WordPress web form to Salesforce is not only a boring task but time consuming too. Even if you don’t have so many leads every day coming from your WordPress website, what’s the reason for engaging in such a boring task when we live in the age of integration and automation?
With the largest percentage of websites running on WordPress there should be a much easier way to automate this process and have all your forms data directly from WordPress in your Salesforce CRM system.
THERE IS A SOLUTION
Using WPForms and integrating with Salesforce enables you to automate this process and helps you focus on managing your leads and contacts instead of copying and pasting data.
You need to remain focused on the business that makes you money and not on doing tasks that can be done automatically with the help of the right tools.
WPForms is the most well-known WordPress drag and drop forms plugin. More than 3 million professionals use it to create forms on websites or on their websites.
With WPForms you can create:
- Contact Forms
- Payment Forms
- Survey Forms
- Newsletter Forms
- Registration Forms
WPForms comes with over 100 templates and is ideal for business owners, bloggers, designers, developers and basically anyone that wants to create a custom WordPress form.
You don’t need any coding skills or knowledge to create forms and you only need to have a self-hosted WordPress site. That’s all.
It is important to note that WPForms won’t slow down your WordPress website. It is built with performance in mind and your website will run smooth and fast like before.
By using the Salesforce add-on for WPForms you will be able to automatically capture data from your WordPress web forms and send them to Salesforce. You can automatically create objects in Salesforce when your forms are submitted (directly from WPForms). This way you can easily organize your leads, deals and contacts.
Let’s see step-by-step how to do it by yourself.
WEB FORM TO SALESFORCE
Requirements: Please note that you will need a WPForms Elite plan to follow the process below. Once you purchase WPForms Elite follow the simple instructions to add the WPForms plugin on your WordPress site. Furthermore, make sure that your Salesforce edition supports API access.
There are only three (3) main steps to integrate WordPress web forms to Salesforce using WPForms and once of course you have installed WPForms on your WordPress site. These are:
- Creating an App in Salesforce
- Connect Salesforce to WPForms
- Integrating Salesforce to a WPForm
Step 1: Create an App in Salesforece
Your first step is to connect WPForms on Salesforce as an APP
Connecting WPForms on Salesforce as an external application is the first necessary step. External apps that are integrated with Salesforce can run on the customer success platform, other platforms, devices, or SaaS subscriptions.
You do this so that Salesforce grants you access to the external app to access its data.
For the purpose of creating an app you will need to use the classic user interface of Salesforce. Therefore, Login to Salesforce and switch to Salesforce classic.
- Click your Avatar in the top right-hand side of the screen.
- Click Switch to Salesforce Classic.
Click on Setup from the top menu and search through Quick find for Apps. From the options select Build » Create » Apps.
You will then see a list of all available apps. Scroll down to find Connected Apps and select the New button so that you create a new app.
You will then get Basic Information form which you need to fill out (see image below)
The required fields are in red color. Give a name to your connected app, i.e. “WPForms” since you are connecting WPForms with Salesforce.The API Name will automatically default to the Connected App name.
Add your email as a Contact email and then scroll down and check off the Enable OAuth Settings option. OAuth 2.0 is an open protocol that authorizes secure data sharing between applications through the exchange of tokens.
Callback URL is typically the URL that a user’s browser is redirected to after successful authentication.
How do you find your Callback URL? Open WPForms in a new tab or new window. You need to keep WPForms in a new tab or window so that you can copy the URL and paste it in the other tab where you have Salesforce open.
Go to Settings » Integrations and click on the Salesforce integration.
Now click on Add New Account
Copy the Callback URL and leave the tab or window open as you will need it again later. Go back to Salesforce and paste the URL into the Callback URL field (see image below)
In the next step you have to tell Salesforce what permissions your app should have.Therefore first Enable OAuth Scopes and from the available OAuth Scopes choose:
- Access and Manage your data (api)
- Perform requests on your behalf at any time (refresh_token,offline_access)
See image below
Scroll down and Save your changes. You will then be redirected to a page with a notice that reads Allow 2-10 minutes for your changes to take effect on the server before using the connected app.
Wait for 10 minutes for the changes to take effect.
Step 2: Connect Salesforce to WPForms
Let's do the integration
The Consumer secret is on the right on the same screen. You simply click on it to reveal it.
Copy both information from there and paste them in WPForms Settings inside WordPress. If you have followed my advice and kept the new tab or window opened like I said before in the previous step then just click on the tab and the settings will show up.
After you paste the information simply click on Connect to Salesforce.
You will then be redirected to the Login screen of WPForms. Salesforce will then ask you to if you’d like to allow access to your account (see below).
Just click on Allow and you are done with the connection to Salesforce process.
Step 3: Integrating Salesforce to a WPForm
In the final step you have to integrate Saleforce to a WPForm
Go to WordPress and under WPForms select Add New Form. You will then get the Form builder. Click on Marketing. From there choose Salesforce (see image below)
Click on Add New Connection and then name your connection. This is a name that won’t be shown to the visitors of your website. It’s only for you.
If it’s a form that will be used to create a new contact you can name this connection “Add new contact”. If it’s a form that will generate a new lead you can name your form “Add new lead”. Let’s keep it as “Add new contact” for now.
You then have to Select Account and Salesforce Object (see image below). Objects are database tables that allow us to store data specific to the organization in salesforce.
Objects examples include: accounts, contacts, opportunities, Leads, products, campaigns, cases and more.
Form Field Value are the fields that you’ve added to your form. This way you can for example link Full Name to the Name field within the form and also link Email to the Email field. This way you can directly store data inside Salesforce.
Custom Field Name are specific fields within Salesforce that you’d like to link (or map) your WPForms fields to. As an example you can have the default Full Name field and choose the Email option for the second dropdown in this column.
Choose the form fields or create custom fields. If you want to add additional Custom Fields to your integration simply click the + (plus) button.
SAVE the form and you are done.