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Salesforce + WPForms

Create Salesforce leads from new WPForms entries.

Simplify the sales process by adding an automation that instantly creates leads in Salesforce when a new WPForms entry is submitted. Eliminate manual data entry and ensure timely follow-ups with prospective clients, all while improving data accuracy and team efficiency. Try this workflow to seamlessly connect WPForms and Salesforce and streamline your lead generation efforts.

Simplify the sales process by adding an automation that instantly creates leads in Salesforce when a new WPForms entry is submitted. Eliminate manual data entry and ensure timely follow-ups with prospective clients, all while improving data accuracy and team efficiency. Try this workflow to seamlessly connect WPForms and Salesforce and streamline your lead generation efforts.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FormRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Related categories

  • Forms & Surveys
  • WordPress

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Related Zap Templates

Related Zap Templates

  • Create Salesforce leads from new WPForms entries
  • Create Salesforce contacts and add to campaign from new WPForms entries

 

  • Update Salesforce records with new WPForms form entries
  • Create new Salesforce contacts from WPForms entries

 

  • Create WPForms api requests for new Salesforce records
  • Add WPForms new form entries to Salesforce as campaign leads