When it appears to customer relationship management (CRM) software, no name is as complete as appropriate as Salesforce. The common software works with a large-scale range of other platforms and software, including a few WordPress Salesforce integration possibilities. It’s a powerhouse CRM for managing leads and customers and attracting customers, making it necessary to have a form on your WordPress site that transfers all data to Salesforce.
There are many methods prepared to integrate with Salesforce via a form on your WordPress site. Keep reading to learn about the main logic to integrate WordPress with Salesforce, Including the best methods possible.
The principal reason of WordPress salesforce integration
If you have inquiries about the purpose of a WordPress Salesforce integration, take a look at the logic and benefits beneath:
- You’re able to manage WordPress for its benefits and Salesforce for its benefits– most notably, the truth that WordPress is famous for operating a website and it has great form design tools. Salesforce is most suitable as a CRM, thus we don’t want to examine using one or the other for both functions.
- The integration permits you to send form submissions to a further important location, as faced to your WordPress email inbox or user database.
- All form submissions are automatically logged into Salesforce, as an alternative to copying and pasting all contact into Salesforce from WordPress.
- Leaving customer contacts in your WordPress database (or email inbox) is a recipe for not responding on time and not losing potential sales.
Now that you learned the thinking behind a WordPress Salesforce integration, see how to finish the process below.
How to set up a WordPress Salesforce integration
It’s normally possible you already own a contact form on your WordPress site. If it is, you may be capable to use that contact plugin to associate with Salesforce.
At the end of this content, we’ll satisfy WordPress Salesforce integration systems by using some of the most successful form plugins. If you can’t discover your form plugin in our list of recommendations, check with the developer of your plugin to find if a Salesforce integration is available. If nothing else, we encourage you to change to use the basic method below or think of one of the plugin options.
Salesforce Web-to-Lead function (cheapest method, fastest)
Salesforce allows something named a Web-to-Lead function in its individual software. It creates a form to set on any website, not just WordPress. Moreover, the Web-to-Lead tools permit you to design the form inside Salesforce, reduce on the work you would typically use in a plugin.
However, we observe that the best contact form plugins for WordPress habitually provide more reliable design tools than the Salesforce Web-to-Lead option.
Necessary option – use Salesforce’s embed code
If you’d choose to only stick with the Web-to-Lead feature and just paste the code into WordPress, you can get it by opening your Salesforce account and going to the Setup panel. In the setup menu, click on Feature Settings then → Marketing then → Web-to-Lead.
Salesforce Web-to-Lead function (cheapest method, fastest)
You’ll then find a page with a button That builds web-to-lead forms.
A better option – utilize a Salesforce Web-to-Lead WordPress plugin
While you can simply use the button from the screenshot above to create an HTML embed code that you can add to WordPress, a higher user-friendly opportunity is to practice a WordPress plugin that utilizes the Web-to-Lead function. That lets you control your form’s from your WordPress dashboard and also efficiently embed them.
The plugin is named Brilliant Web-to-Lead for Salesforce. It is not only a reliable plugin, but it’s the only WordPress plugin suggested by Salesforce for integrating with the Web-to-Lead feature.
Starting installing the plugin and activating it on your managed WordPress site. If you have questions about this process then read our guide on installing a plugin.
After activating the plugin, go to Settings → and Salesforce in your WordPress dashboard.
Configure basic settings
Before creating your actual form you’ll need to configure the plugin’s settings. The Brilliant Web-to-Lead plugin displays an error message showing that you should fill up your settings. Click on the Settings link to do so.
Locate the field asking for your Salesforce Organization ID in the Settings tab. You can get your Organization ID in your Salesforce dashboard (instructions beneath).
Here’s how to get your Salesforce Organization ID…
Now, on the Salesforce dashboard, click the settings icon (it looks like a gear).
Then select the Setup option.
A long list of menu options available in the Setup module. Scroll over the list to find the Settings category.
After that, choose Company Settings → then, Company Information.
You may have to log into your Salesforce account again since this area has sensitive data.
Find the field titled Salesforce Organization ID.
You can see that the ID should be a mix of numbers and letters. Copy this ID and go back to the WordPress dashboard.
There are quite some other settings to set up on this page, but they are all optional. The Organization ID is the single part that’s asked to make the plugin run properly.
However, you’re more than welcome to filter through the settings and configure parts like the messages that go out after form submission.
After done all just make sure that you click the Save WordPress-to-Lead Settings button.
Create a new form (or customize the default one)
Now your WordPress Salesforce integration is connected, but there’s yet the matter of publishing a form to get new leads that come to your WordPress site.
Fortunately, the Brilliant Web-to-Lead for Salesforce plugin automatically forms a form for you. If you’d like, you can also add a new form.
Click on the new lead form listed below the Forms tab.
The plugin previously has a default form prepared in the Form Editor.
But, you can set which specific information you’d like to collect from the form and customize all of these fields.
We also suggest going through the additional form settings.
You’re able to change the button text, the success message, the form type, and much more.
Always remember to click the Save Form button before leaving the Form Editor.
Embed your form in WordPress
The Web-to-Lead plugin implements shortcodes to place your forms on posts and pages.
Every form has an individual shortcode based on the number assigned to it. To locate the unique shortcode, see the Form Editor section for that form.
Copy the shortcode.
Go to the Pages section in the WordPress dashboard, Just add a new page or open an old page that was also utilized for a form.
Now times to input form’s shortcode.
In the classic WordPress TinyMCE editor, you have to paste the shortcode into the editor’s content field.
If you’re using the new WordPress block editor, Add a shortcode block where you want your form to appear and paste the shortcode of your form into it:
Then, update or publish your page.
After publishing, visit that new page to view what the form looks like. You don’t find multiple unique customization tools in the Brilliant Web-to-Lead plugin, but it’s a marvelous option for creating a clean, simple form.
We also recommend experimenting with the form to see if your leads really get set into the Salesforce CRM.
Therefore, fill out the form and maybe type a quick note to see accurately what will happen if a new client sends you a message.
All leads sent through the WordPress form are stored in the Leads segment of Salesforce.
You may have to filter the Lead list to see the unread or most recent leads.
After finishing the filter, you should see a brand new lead in Salesforce!
Additional options to link Salesforce and WordPress
The next best option of Salesforce integration is by managing a premium form plugin with a Salesforce add-on.
Most of them cost some money but they deliver great results:
WPForms – The Elite plan ($299.50 per year) is required to get the Salesforce add-on.
Gravity Forms – The Salesforce integration is available through a third-party Zapier connection. The Pro plan ($159 per year) offers the Zapier add-on. Or, you can try the free third-party Gravity Forms Salesforce plugin at WordPress.org.
Ninja Forms – There’s a $49 Salesforce extension. Or the Agency membership plan ($499 per year) has Salesforce.
Contact Form 7 – Use the Redirection for Contact Form plugin with the Salesforce integration for $49 per year.
Conclusion
You can use the free Brilliant Web-to-Lead for a free way to set up a WordPress Salesforce integration, for Salesforce plugin to click into Salesforce’s built-in Web-to-Lead feature.
If you have any questions about set up a WordPress Salesforce integration? Leave us a message in the comments!
