Integrate Salesforce with WPForms to automate your work
How Zapier works
Zapier makes it easy to integrate Salesforce with WPForms - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesforce
Setup an action from WPForms
That’s it! You just connected Salesforce to WPForms
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Frequently Asked Questions about Salesforce + WPForms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and WPForms
How do I integrate Salesforce with WPForms?
To integrate Salesforce with WPForms, you'll need to use Zapier as a connector between the two applications. You can set triggers in WPForms when a form is submitted and configure actions in Salesforce to create or update records based on the submitted data.
What triggers are available in WPForms for Salesforce integration?
WPForms supports triggers such as 'New Form Entry' which gets activated whenever someone fills out a form. This trigger can then initiate various actions in Salesforce, like creating a new lead or updating an existing contact.
Can I update existing records in Salesforce using WPForms submissions?
Yes, when integrating WPForms with Salesforce, you can map form fields to existing Salesforce records. Set up an action that updates the record details every time a form submission matches certain criteria or identifiers.
Is it possible to create custom objects in Salesforce from WPForms entries?
Absolutely, through our integration setup, you can design actions within Zapier that allow new custom objects to be created in Salesforce each time a specified triggering event occurs in WPForms.
How do I handle duplicate entries during integration?
To manage duplicates during integration, we recommend setting filters and conditions within your Zapier workflow that check for existing records before creating new ones. You can also set your actions to update existing entries instead of creating new ones.
What kind of data mapping is necessary for this integration?
Data mapping involves matching fields from WPForms submissions to corresponding fields in Salesforce. Accurate mapping ensures that all relevant customer information is correctly transferred and recorded during the integration process.
Are there limits on the number of form entries that can be processed by this integration?
Typically, processing limitations depend on your plan's allocation within both Zapier and Salesforce. It's essential to review your account limits on tasks and API requests to ensure seamless data transfer without interruptions.
Connect Salesforce and WPForms to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Connect Salesforce and WPForms to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
