Last Updated on July 16, 2021 by Roshan Parihar
Are you using Salesforce CRM and want to connect WordPress website leads and Salesforce CRM?
You can increase your revenue by connecting WordPress website leads and Salesforce. This can automatically send form entries to the Salesforce CRM email list.
If you are using Salesforce CRM, you can grow your customers and generate more leads by connecting your form leads with Salesforce. It gives you more conversions and more quality leads for Salesforce.
In this post, you will learn how to connect WordPress website leads and Salesforce CRM with the step-by-step guide given below.
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How to Connect WordPress Website Leads And Salesforce (CRM) (Step-by-Step)
To connect your WordPress website leads and Salesforce CRM, I recommend you to use WPForms is the best form builder plugin. It is one of the best options and the highest 5 stars rated plugin in the WordPress repository.
You can install and activate the WPForms plugin to start using its features to generate leads. It requires an ‘Elite’ license of WPForms plugin to start connecting WordPress website leads and Salesforce.
So, let’s get started.
Step 1: Sign up with WPForms Elite to Create An Account
First of all, you have to open the WPForms homepage to start creating an account. You can also use the below button to visit the WPForms homepage.
➜ Click Here to Go to WPForms Homepage
On the homepage, you have to click on the ‘Get WPForms’ button given at the top right corner of the homepage to visit WPForms pricing page.
WPForms pricing page will open where you have to select the ‘Elite plan’ that provides the ‘Salesforce’ feature.
Select the WPForms ‘Elite’ plan as indicated in the image below and click the ‘GET STARTED’ button given under the ‘Elite’ plan.
All plans of WPForms plugins come with a satisfaction guarantee to buy with confidence. The founder of the plugin guaranteed a 100% no-risk money-back guarantee with no questions asked. If you experience any problem with the plugin or found WPForms is not the best option for your business, they will happily refund all your money back.
After you have selected the ‘Elite’ plan above, you will get a checkout page where you have to fill in your account information details and select a payment method to make payment.
When you have done with the payment for the plugin, you have to log in to your email account that you have provided above in the account information to verify your email id. Check your emails and open the WPForms email to click the verification link on your email id to complete creating your WPForms account.
Step 2: Install WPForms Plugin and Enter Activation Key
After you have done creating your WPForms account, you have to log in to your WordPress website dashboard to visit the menu option Plugins >> Add New.
A page will open where you have to search for the ‘WPForms’ plugin as showing in the image below. When you found the WPForms plugin, click on the ‘Install’ button given under the plugin to install and activate it on your WordPress website.
Furthermore, Open your WordPress website dashboard menu option WPForms >> Settings. Here, you need to provide the license key of your WPForms account that you have received after account creation.
After you have done with the license key, click the ‘Connect’ button to connect with your WPForms Elite account.
Now, let’s start creating the lead generation form and add it to your website posts and pages.
Step 3 Create Lead Generation Form For Your Website
To create a lead generation for your website, open the WordPress dashboard menu option WPForms >> Add New to create a form.
You will get a page where you have to enter the name for the form to easily identify it from other forms.
The WPForms plugin comes with many pre-made templates as showing in the image below to help you create forms in just a single click. You have to select the ‘Create a Newsletter Signup Form’ template to get the pre-made template with lead generation form fields.
A page will open that displays the appearanace of the newsletter form template with various form fields. There are two input fields for the ‘Name’ to enter by the user. You can make it simple by converting it to a single input box.
Click the input box as indicated below to get the field options for ‘Name’. Select the ‘Simple’ option given in the ‘Format’ dropdown to make it a single input field.
The ‘Name’ field now showing the single input box to the users. You can leave the ‘Email’ input box and the button as it is and move further to configure the form.
Step 4 Configure Signup Form Settings
When you have done with creating the lead generation form, you can configure form settings to display the required output on form submission.
To start configuring the form, you have to click the ‘Settings’ option. There are three setting options you can use to configure which are General, Notifications, and Confirmations.
General Form Settings
To make the general form settings, you have to click the tab Settings >> General to get the general setting options as showing in the image below.
You will get various setting options like Form Name, Description, CSS class, Submit button text, and Submit button processing text.
The general setting option can also be used to enable Ajax form submission for your form. It is useful to allow users to submit the form without any page refresh.
Notifications Settings
The Notifications setting can be useful to display the notifications to your users after form submission. To make this setting, you have to click the setting option tab Settings >> Notifications. You can change the default notification settings for the form like the sender email address, email subject, from the name, and from email.
You will also get setting options like reply-to and message from the users. Each setting option contains smart tags to display all form fields as a result.
Confirmations Settings
The confirmation settings give users confirmations on form submission. To make this setting, click the tab Settings >> Confirmations to get various setting options.
You will get options to change the types of messages and add a confirmation message to display on form submission.
It can also be used to configure show a different page to users or redirect to other URLs on form submission.
Step 5 Connect Your Form with Salesforce CRM Account
After you have done with creating the lead generation form, it’s time to connect your form with Salesforce CRM. Click on the ‘Marketing’ tab and click the ‘Salesforce’ option as indicated below. After that, click the ‘Add New Connection’ button to connect with your Salesforce account.
Enter the name for the Salesforce CRM connection and click the ‘OK’ button to proceed.
You have to select your account that you have connected with your Salesforce CRM above. After that, select ‘Lead’ to connect your WordPress lead and Salesforce CRM.
Now, select the form field for the custom Salesforce field as showing in the image below.
You can also enable the conditional logic to apply conditions for the connection of leads and Salesforce.
Step 7 Embed Signup Form Using Shortcode
After you have completed creating WPForms and connecting with the Salesforce account with proper setup, you can embed the form to your posts and pages using a shortcode.
To embed the form to your posts and pages, click the ‘EMBED’ button given at the top-right corner of the screen as showing in the image below.
A popup will start to appear where you can find the shortcode as showing in the image below. You need to copy the shortcode and paste it where you want to display the lead generation form connected with your Salesforce account.
Check the posts and pages showing the forms where you have inserted the shortcode.
Now, your lead generation form is live on your WordPress website. Whenever the user signup with the form, it gets saved to your Salesforce email lists you have selected for the form.
Conclusion
WordPress leads and Salesforce CRM can easily be connected using the WPForms plugin. You can create your signup form, connected with your Salesforce account, and display it anywhere on your website to generate leads for your website and Salesforce.
Anytime your WordPress website visitors fill out the form, it gets added as a new lead to your chosen Salesforce account email list.
You May Also Like to Read
- WPForms Review
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- 7 Best WordPress Form Builder Plugins (FREE & Paid)
- How WPForms Helps You With Stripe Recurring Payments
I hope this post helps you to easily find the plugin that helps you connect WordPress website leads and Salesforce. If you have any queries regarding the tutorial given above, please comment below.
Also tell me, which tool you are using to generate leads and connect with Salesforce? do comment below.