Salesforce is the industry leading CRM. One of its advantages is that you don’t need to be an IT expert to set it up or manage your sales pipeline. However, the integration with WordPress manually is difficult and often a struggle with the custom code. Instead of trying to find the perfect plugin for the integration of Salesforce and WordPress simply choose a form builder that allows a smooth integration of both programs so you never have to manually transfer data ever again.
If you’re now thinking: What would I do with all my Salesforce fields in WordPress, don’t worry you can simply just pull in the fields you need on your WordPress site. Simply:
- Enter your Salesforce API to establish the connection
- A list of available Objects and Fields appear
- Select only the Object(s) you need
- Your Object(s) and associated Fields are pulled in so you can use them in your forms
Afterwards you can just simply check the “Add to Salesforce” action in a form to make sure all your data gets automatically transferred to your CRM.