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Salesforce + WPForms

Create WPForms api requests for new Salesforce records

Simplify and streamline your data management process by connecting Salesforce and WPForms with this powerful workflow. When a new record is created in Salesforce, an API request is immediately sent to WPForms to keep your forms up-to-date. Save time and improve consistency across your tools by automating this crucial task.

Simplify and streamline your data management process by connecting Salesforce and WPForms with this powerful workflow. When a new record is created in Salesforce, an API request is immediately sent to WPForms to keep your forms up-to-date. Save time and improve consistency across your tools by automating this crucial task.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    WPFormsWPForms
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • 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

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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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 Salesforce leads from new WPForms entries.
  • Add WPForms new form entries to Salesforce as campaign leads