WPForms Salesforce Addon GPL v1.4.0 – Streamlined CRM Integration for WordPress
₹219.00
- Seamless Salesforce Integration: Sync WPForms submissions to Salesforce CRM instantly.
- Real-Time Lead/Contact Sync: Auto-create or update leads, contacts, or accounts.
- Campaign & Task Assignment: Assign submissions to campaigns or create tasks.
- No-Code Setup: Connect Salesforce easily within WPForms’ builder.
- GDPR-Compliant: Ensure secure, privacy-compliant data handling.
- Boost Conversions: Automate lead capture for efficient CRM workflows.
Description
- Effortless Salesforce CRM Integration: Create leads, contacts, accounts, or other Salesforce objects from contact forms, lead magnets, or webinar signups, streamlining customer management. Ideal for businesses, marketers, or agencies aiming to enhance CRM efficiency. Requires WPForms Pro, a Salesforce account, and WordPress 6.8+.
- Real-Time Lead and Contact Syncing: Instantly transfer form entries to Salesforce as leads, contacts, or accounts, ensuring your CRM stays up-to-date with every submission. Supports creating or updating records to avoid duplicates, with options to map submissions to objects like Cases or Opportunities. This real-time sync eliminates manual data entry, saving time and improving accuracy.
- Custom Field Mapping Flexibility: Map WPForms fields (e.g., name, email, or custom inputs) to Salesforce objects’ fields, including custom fields, via a user-friendly interface. Tailor data flows to match your Salesforce setup, ensuring precise and relevant data capture for personalized campaigns or reporting. Supports complex objects for detailed customer profiles.
- Campaign and Task Assignment Support: Automatically assign form submissions to Salesforce campaigns for targeted marketing or create tasks to notify sales reps, streamlining workflows. For example, add a lead to a “Webinar” campaign or create a follow-up task based on form inputs. Conditional logic ensures only relevant submissions trigger actions, optimizing team efficiency. Ideal for automated lead nurturing and sales processes.
- No-Code, Intuitive Setup: Connect Salesforce to WPForms in minutes using OAuth 2.0 authentication, with no coding required. Configure connections, map fields, and set conditions within WPForms’ drag-and-drop builder, guided by clear documentation. Supports multiple Salesforce accounts for flexible data routing. Accessible for non-technical users, it simplifies setup while offering robust CRM integration.
- GDPR-Compliant Data Handling: Ensure privacy compliance with secure API connections and customizable opt-in checkboxes for user consent before syncing data to Salesforce. Data is stored in your WordPress database and transferred securely, meeting GDPR and global privacy standards. This builds user trust and ensures legal compliance, especially for European audiences. Perfect for privacy-conscious businesses.
- Conversion-Driven Automation: Boost lead generation with automated form-to-CRM syncing, reducing manual tasks and improving response times. Integrate with WPForms add-ons like Conditional Logic or Zapier for advanced workflows, such as syncing to other apps or analytics tools. Lightweight and compatible with WordPress 6.8, it drives measurable results for sales, marketing, or customer support. Streamlines processes for higher conversions and efficiency.
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