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.
In this article, we are going to show you how you can export WPForms entries to Salesforce CRM automatically without any manual actions. If you need to save a lot of time, apply these changes to your website.
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 will be able to create basic forms. 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.
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, feel free to check out our WPForms review. We have mentioned all the plugins’ features, pricing, support policy there. On top of that, we have also got a mega WPForms tutorial with 12+ WPForms tutorials.
How To Export WPForms Entries To Salesforce CRM Automatically?
First, purchase the Elite plan. Just use your PayPal account or Credit Card for the purchase. Once you have got paid for their premium version, you will be able to log in to the WPForms account, download the plugin files.
Just download the premium plugin files and install, 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.
After verifying the WPForms license key, you will get access to all add-ons. Install and activate the Salesforce add-on from there. Right after activation, we will be able to see the configuration under WPForms settings.
We will leave this tab like this. The next thing we need to do is, create an app for integration. The app will be created through the Salesforce website.
After logging in to the site, switch to the classic model.
This is pretty important. In the classic model, you will see a Setup section on your top menu.
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.
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.
Right 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 could 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 mostly used by your developers. And in the contact email field, use the email address of the person who is creating the app.
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.
Make sure that you have turned it on. Once you have got marked the checkbox, it will show you more 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.
The plugin will give you a unique Callback URL for your integration.
Copy the URL from there. You will need to paste it on the Salesforce callback URL field.
Now, it is time to configure the permissions. Just click on the permissions you wanted and it will be selected.
After selecting these permissions, save the settings. Once you have clicked on the Save button, the page will redirect you to a success page.
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 will be able to see the Consumer Key from your app’s dashboard.
Paste the Consumer Key in your WPForms settings.
Next, reveal your consumer secret.
Paste the consumer secret in the WPForms page.
Once you have pasted these two codes, click on the connect to the Salesforce button.
You will be redirected to the Salesforce login page.
With your login credentials, log in to your Salesforce account.
Allow access to your account on the next page.
After granting access to your Salesforce account, you will see a success notification on the screen.
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.
Name your new connection now.
You will need to mention a Salesforce account and Salesforce 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 choosing contact.
Now, we need to select the fields we need to send to the CRM.
Make sure that you have arranged the field name and field value correctly. We have a name and email field in the form. So, we are going to assign it accordingly.
By using the + button, we will be able to add more fields. On top of that, you can also enable the conditional logic feature for making your form much better. However, these configurations are good enough.
You will need to save the form.
Now, open the form page in the frontend and try to send a test email.
On your Salesforce account, choose the contacts tab.
You will see every email in the recent contacts section.
Once you got clicked on that link, you can see the detailed message.
Pretty cool, right?
You will see the same entry in your WPForms entries section and also in 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.
Get Started With WPForms
You can get the premium version of WPForms from below.
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