Guide to configure WP Forms integration with Salesforce. WP Forms is a form-builder solution that can be used to collect user details from your WordPress site that can then be classified as leads, contacts, accounts etc. for your business’ further tracking and marketing strategies. These can then be synced in a CRM like Salesforce where they can then be managed more effectively. With the miniOrange WPForms Salesforce Integration solution you can sync any form submission to any object in Salesforce. This enables you to achieve various use cases such as Lead Sync to Salesforce, Account Sync to Salesforce, Contact Sync to Salesforce, or even custom data sync to Salesforce. In this guide, we will go through the steps to set up Lead Sync with Salesforce where the Lead data is gathered with the WP Forms plugin. Our WordPress Object Data Sync for Salesforce plugin synchronizes the WP Forms submissions with any object in Salesforce and keeps Salesforce records in sync with WordPress.
Pre-requisites: Download and Installation
Object Data Sync for Salesforce plugin is set up to sync the data collected from the WP Forms plugin as Leads in Salesforce.
Note: You will need the Premium version of the Object Data Sync for Salesforce plugin to set up sync of form data between WordPress WP Forms and Salesforce. If you want the premium version of the plugins or have any questions related to your use-case you can contact us at email@example.com
Steps to configure WP Forms Integration with Salesforce:
1. Configure Salesforce App
First of all you have to establish a connection between the Object Data Sync for Salesforce plugin and Salesforce. To connect Object Data Sync for Salesforce plugin with Salesforce you can follow the steps given here till Step 2.
2. Object Mapping
Create Leads in Salesforce using WP Forms
After having successfully connected with Salesforce app navigate to the Object Mapping tab and click on the Add Object Mapping button to add a new object mapping.
Here we will be configuring basic details related to object mapping. Fill in the details as stated in the table below.
Select WordPress Object
You can select any WordPress Object from WordPress Object dropdown.
Note: For this integration, select the name of the WP Form object whose fields are to be synced to Salesforce.
Select Sync Direction
Enable Sync from WordPress to Salesforce or Sync from Salesforce to WordPress according to your requirement.
Select any field from the drop-down in which you want to store Salesforce Object Id.
Note: If you want to store Salesforce Object Id in any custom value you can select __custom__ from the drop-down.
Select a Salesforce Object
Note: You can select any Salesforce object of your choice. In this case Leads has been selected to create leads in Salesforce. You can also select a any object you want to create in Salesforce from the dropdown.
Under the Map WordPress Fields to Salesforce fields section you can map all the fields of selected WP form with the fields of selected Salesforce objects.
You can add as many mapping fields as you want by using the Add Salesforce Field button.
Click on Save Object Mapping.
Enable the Real Time Sync for the created mapping using the toggle available in front of the mapping.
Under the Test Connection, search and select the name of the WP form from the input box and click Push button to check your mapping connection status.
Now, whenever the mapped WP Form is submitted, the mapped fields will be synced to Salesforce and leads will be created in Salesforce.
As soon as selected form is submitted by user, a new Salesforce record [Lead] will be created in Salesforce according to mapping done above.
You have successfully configured the sync between WP Forms and Salesforce Object .
In this Guide, you have successfully integrated the WP Forms with Salesforce Leads. This solution ensures WP Forms sync with Salesforce, which enables you to sync all the leads data from WordPress to Salesforce.
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