How to Integrate WPForms with Salesforce?

Overview

WPForms is a drag-and-drop form builder that lets anyone build a form on their WordPress site without writing code. It collects user input and stores it in the WordPress database, but that data becomes far more useful when it reaches a CRM. Connecting WordPress to Salesforce means every submission gets sent to Salesforce automatically, so the team always has fresh data in Salesforce without any manual work.

To sync all WPForms fields to Salesforce correctly, including file uploads, we require two object mappings. The first is a Primary Object Mapping that syncs standard WPForms fields, such as text, date, and picklist, to Salesforce. The second is an Additional Object Mapping for File Uploads that handles file-type fields from WPForms and sends them to Salesforce as content documents linked to the correct record.

In this guide, we will walk through setting up both object mappings using the miniOrange Object Data Sync for Salesforce plugin and show how to run a bulk push to sync existing WPForms entries to Salesforce.

Pre-requisites : Download And Installation

• Premium version of Object Data Sync for Salesforce plugin installed and activated
• WPForms plugin installed
• Active Salesforce account with API access enabled

Configuration Steps

Step 1: Primary Object Mapping for Standard Fields

Create a New Object Mapping

• Navigate to the Object Mappings tab in the plugin.
• Click Add Object Mapping.
• In the Salesforce Object dropdown, select the object where form data should be stored. Options include Lead, Contact, Case, or any custom object within your Salesforce account.
• In the WordPress Object dropdown, select the WPForms form containing the fields to sync.
• Enable the Sync from WordPress to Salesforce toggle.

Configure the Secondary Key (Optional)

To update an existing contact record in Salesforce instead of creating a new one on each submission, use the Secondary Key feature.

• Enable the Secondary Key toggle.
• Select the Salesforce field that holds the unique identifier for the record (for example, Email).
• In the WordPress field dropdown, select the matching WPForms field. Object Data Sync for Salesforce uses this value to look up and update the correct record.

Map Object Attributes

• Under the Object Attribute Mapping section, map form fields to the corresponding fields in Salesforce. This field mapping step controls where each piece of user input lands in Salesforce.

Configure Reference Field Mapping (Optional)

The Reference Field Mapping section links a form submission to a related Salesforce record using a WordPress and Salesforce field pair.

Example: A WPForms form collects a Donor Name and Donor Email. To link the donation record to the correct Donor record within your Salesforce account:

• In the Salesforce Field dropdown, select the Donor Reference Field.
• The Reference Object Fields dropdown populates with fields from the Donor object.
• Select the unique identifier WPForms field, such as Email, to locate the matching record.
• Click Save to save the object mapping.

Step 2: Additional Object Mapping for File Uploads

To sync files submitted through WPForms file-type fields to Salesforce, create a second object mapping in Object Data Sync for Salesforce. Without it, files submitted through the form on your WordPress site do not reach Salesforce.

Create the File Upload Object Mapping

• Navigate to the Object Mapping tab in the plugin.
• Click Add Object Mapping.
• In the Salesforce Object dropdown, select Content Version.
• In the WordPress Object dropdown, select the WPForms form containing the file fields to sync.
• Enable the Sync from WordPress to Salesforce toggle.

Map the Title Field

• Under Object Attribute Mapping, map the Salesforce Title field to one of the WPForms file-type fields. This sets the display name for the file within your Salesforce Org.

Configure VersionData for File Sync

• To sync data from single or multiple file-type fields, use the Select Static Values for the Salesforce Fields section.
• Select VersionData as the Salesforce field.
• Enter all WPForms file-type field names separated by a semicolon (;), wrapped in double curly braces.

Static Value Format: {{your-file-field-name1;your-file-field-name2;your-file-field-name3}}

Example: Say there are two File-Type Fields named Test File Upload and Test File Upload 2 in the WP form.

Enter these field names against the VersionData Salesforce field within the Select Static Values for the Salesforce Fields section in this format:

{{Test File Upload;Test File Upload 2}}

Once the mapping is set up, the plugin syncs the uploaded files via WPForms File-Type Fields to Salesforce Content Documents/Files and associates them with the respective Salesforce Object Record.

Step 3: Bulk Push to Sync Existing WPForms Entries to Salesforce

Use the Bulk Push feature in Object Data Sync for Salesforce to sync data from all existing WPForms entries to Salesforce. This covers submissions made before the Salesforce Integration for WordPress went live.

• Navigate to the Advance Sync Options tab in the plugin.

• Locate the One-Time Push section. Two object mappings appear here: one for standard fields and one for file-type fields.
• Click Push next to the object mapping configured for standard field sync to sync all existing WPForms entries associated with that mapping.

You have successfully configured the WPForms Salesforce integration using Object Data Sync for Salesforce. Every WPForms submission now flows directly into Salesforce in real time, with uploaded files linked to the correct record and all historical entries accounted for through the Bulk Push.

Related Articles

• Object Data Sync for Salesforce
• Configure WordPress – Salesforce Bi-directional Object Data Sync
• Sync Salesforce Objects to WordPress | Salesforce Object Sync for WordPress
• Salesforce Web to Lead for WordPress
• User Data Synchronization
• Salesforce SSO using Custom Objects