If you are using Salesforce, then you already know how easy it to use it to manage your contacts, accounts, and leads. WPForms makes it easier for you to connect your forms to Salesforce. This allows you to automatically save entries in your CRM.
With the use of the Salesforce add-on, you can create contacts, leads, accounts, and other Salesforce objects without using any coding. Not just that, but you can also use the Salesforce add-on with any form on your website. These simple tools help you to improve your workflow across your organization.
The best thing about WPForms is that it allows you to connect to more than one Salesforce account on your site. You can select the account you want to use with a particular form from the form builder. The WPForms Salesforce add-on is one of the best integration available for WordPress.
What You Will Learn
SalesForce ORM: What is it?
Salesforce is one of the best CRM platforms available out there. It is designed to manage your commerce, sales, marketing, IT teams, and service. It allows you to work from any place you want.
With the help of Salesforce, you can bring together your marketing, commerce, sales, and IT teams together. This is made possible with Customer 360. It can support the entire set of connected apps. Customer 360 allows you to focus on your employees, stabilise your business, and provide a great customer experience.
You can use Salesforce to engage your customers with relevant digital marketing from any place you wish. This is a platform that can help your business grow and expand. But most importantly, it will help you to deliver the best customer experience which is crucial for the success of any business.
If you want to go digital and empower your employees, Salesforce is the option for you. The platform is trusted and used by both small and big companies. Salesforce is a platform that is designed to bring a change.
Overview on WPForms Elite Plan
WPForms is one of the best and easy-to-use plugins you will find. The best thing about this plugin is that you can use it without any technical knowledge. It is clean, fast, and modern.
With the help of WPForms, you can easily create online forms within no time. It has a lot of pre-built templates and drag & drop builder. This plugin is perfect for all business owners, designers, developers, bloggers, and anyone who wants to create a custom form in WordPress. However, you should know that you need to have a WordPress site to use this plugin.
The good thing is that the WPForms form builder has multiple plans available. This means you can select a plan of your choice. All the plans are affordable as well.
How to Automatically Create Salesforce Objects
Creating objects in Salesforce is quite easy. You can create objects when your forms are submitted. It can be done automatically in WPForms.
The only thing you need to do is choose the object you wish to create in the settings for your form.
For example, you can create a Lead from each form submission. If not you can also use an internal form to add new Salesforce Accounts.
Once you get used to using the add-ons, you will discover many ways to boost your workflow. In other words, you will become more efficient.
Once you have picked the object you want to create, all you need to do is map the fields in your form to the fields in Salesforce.
You can also use Conditional Logic, in case you want to control the entries that are sent to Salesforce.
Well, that’s all you have to do. Once you follow the above-mentioned steps, your form entries will be sent to Salesforce.
There is no need for you to copy and paste contacts whenever you get new entries. This can save a lot of your precious time and also get your work done quicker.
The Salesforce add-on is a useful thing for all business owners. It improves your workflow and makes you more efficient. With the help of WPForms, you can easily connect to Salesforce. It also allows you to create objects automatically when you have submitted the form.
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