Connecting your leads collected via either website, paid ads or even offline events is a great idea for marketing.
As someone said, ‘Money lies in your email list’, lead nurturing and following up are the most crucial tactics in marketing to convert your cold audiences into paying clients.
Studies shows that the message needs to be shown for the prospects at least 8 times to make a purchase decision.
Here comes the role of a great CRM software that integrates with all your marketing channels and activities to collect, store, and nurture your leads.
SalesForce is one of the leading CRM and marketing automation system in the industry.
In this article, we’re going to show how to directly integrate your WordPress forms directly with SalesForms WITHOUT using any third-party connectors such as Zapier or LeadsBridge.
Let’s look at how it all works.
Step 1: Create your WordPress form
In this article, we’ll be using one of the best WordPress form builder, WPForms. You can skip this step if you already have WPForms installed and your form is ready.
Let’s start with installing WPForms on your WordPress dashboard.
Then, go to WPForms » Add New to create your first form.
On the next screen, name your first form and choose a template that works best for your purpose.
That’s it! Your forms is ready in a few single click.
Step 2: Integrate WPForms and SalesForms
Once you have the Elite version, Click on the Marketing tab on the left-hand side of the WPForms window.
Here you can see SalesForms, and click ‘Add New Account‘ to connect your SalesForms account.
On the select object window, select contact.
So, there are so many options as well in the SalesForce add-on to improve your workflow.
The next step is to map form fields with SalesForce fields.
Another good new is, you can use conditional logics to control which entries are sent to SalesForce.
And, that’s it sparky! Now your form entries will be sent to SalesForce without any manual action.
It’s time to say hello to automation!
You can integrate as many forms as you need with SalesForce, and you can connected unlimited number of SalesForce accounts as well.
If you’ve any questions, please feel free to let us know via comments below and we’ll get back you in a few hours!