![]() A form submitted to HubSpot is tracked in HubSpot and the lead data submitted to Salesforce's systems as well. If you're not already using Formidable Forms, take a look at our list of features to see how we can help.HubSpot provides integration with to make it easy to track leads through both systems. It's quick and easier to install and update add-ons like this. Wondering how to install add-ons in Formidable Forms? We're always looking to make every bit of our forms plugin simpler. Prefer a different CRM? Take a look at our post on how to use HubSpot with WordPress forms or connect a Pipedrive form. Here at Formidable, we know just how frustrating things can be when they're not simple. Integrations like these don't need to be difficult. We hope this has helped you learn how to create a Salesforce form in WordPress. Read more: 5 Tips to Capture Leads in Your Online Lead Form Once your form is set up, publish it on a page and start sending leads and contacts to Salesforce. Please note – The Salesforce plugin requires the Web Services API feature in your Salesforce account. Some examples of Salesforce objects include: accounts, announcements, assets, campaigns, cases, groups, contact, contracts, emails, events, ideas, leads, notes, orders products, tasks, or goals. These act as custom database tables where you can store unique information. This will allow you to save any extra data you've collected which isn’t standard in Salesforce. You can also send data to any custom object within Salesforce. ![]() Lead generation forms will then begin to fill your Salesforce customer lists and you'll be able to update if needed. Take a look at the screenshot below to see what it looks like:Īll you need to do is map the Salesforce fields from the contact and lead objects to your contact form fields. Start by building a new form, then go to Settings > Form Actions and click on the Salesforce icon. Linking the two apps up will allow you to add new contacts and leads into Salesforce, directly from your WordPress dashboard. This link allows Formidable to communicate with Salesforce.įor more details, take a look at our documentation, which shows where to find this information. Go to Formidable > Global Settings > Salesforce. To activate, you will need to save the Client ID and Client Secret Key in your WordPress dashboard. From there, simply click the Install button for the Salesforce integration plugin. Next, open your WordPress admin panel, go to Formidable and then click on Add-Ons. In order to use this integration, you'll need to install and activate Formidable Forms Pro if you haven't already. They are all on your site and in Salesforce for everyone to see any time. With everything automatically loaded into WordPress, you save any back and forth between your team members over different Salesforce entries. Sales processing and customer tracking can all be automated. The main benefit of a Salesforce app integration is that it can save you a lot of time. The benefits of connecting Salesforce to WordPress In this post, we’ll show you just how easy it is to create a Salesforce form in WordPress for web to lead forms. You can send them over automatically with our WordPress Salesforce integration. There’s no need to export entries manually. Formidable Forms is the best WordPress Form Builder plugin.
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