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Salesforce + WPForms

Add WPForms new form entries to Salesforce as campaign leads

This workflow offers a seamless connection between WPForms and Salesforce to save you precious time. Whenever a new form entry is created in WPForms, the same information is concurrently added as a new lead in a Salesforce campaign. Thus, you no longer need to manually transfer data from one platform to another - this process ensures that your lead generation from WPForms smoothly transitions into your marketing campaigns on Salesforce, enhancing your efficiency and productivity.

This workflow offers a seamless connection between WPForms and Salesforce to save you precious time. Whenever a new form entry is created in WPForms, the same information is concurrently added as a new lead in a Salesforce campaign. Thus, you no longer need to manually transfer data from one platform to another - this process ensures that your lead generation from WPForms smoothly transitions into your marketing campaigns on Salesforce, enhancing your efficiency and productivity.

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

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    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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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

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 WPForms api requests for new Salesforce records

 

 

  • Create Salesforce leads from new WPForms entries.
  • Create new Salesforce contacts from WPForms entries