WordPress Salesforce Plugin

Send Customer Data to Salesforce With Ease

Automatically transfer form entries to your CRM and increase efficiency with the WPForms Salesforce addon.

Simple WordPress Salesforce Integration

WPForms is the best WordPress Salesforce integration plugin. See our top features to understand why 5+ million users trust WPForms to capture more leads.

Flexible Field Mapping

Automatically map Salesforce objects such as Leads, Contacts, and Accounts, directly from your form submissions. No more manual data entry or copying and pasting information.

Conditional Logic

Use smart conditional logic to control which entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure only relevant data is transferred.

Multiple Accounts

Connect multiple Salesforce accounts to your WordPress site. Choose which account to use for each form directly in the form builder, giving you complete control over your data management.

Determine Salesforce Object

Set the Salesforce Object so that each form submission does exactly what you want it to do. WPForms includes account, campaign, case, contact, lead, opportunity, and product.

Mark Rummel

Verified Customer

Quick and friendly service. They always tell you the issues and give you your next steps to fix them. I am not exaggerating when I say they have the best support in the industry and the best software product as well!

The Best WordPress Drag & Drop Form Builder Plugin

Create and publish forms in minutes… What are you waiting for?

Elevate Your Forms with 2,100+ Ready-Made Templates

  • Review Form
  • Waiver Form
  • Screening Form
  • Issue Form
  • Disciplinary Form
  • Petition Form
  • Monitoring Form
  • Vendor Form
  • Expense Form
  • Agreement Form
  • Training Form
  • Completion Form
  • Request Form
  • Medical Form
  • Evaluation Form
  • RMA Form

Salesforce Addon – Frequently Asked Questions

Do you have a question about the Salesforce addon? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

How do I connect my forms to Salesforce?

To connect your forms to Salesforce, install WPForms and the Salesforce addon, then follow the simple steps to authorize your account. We have complete documentation and a world-class support team on hand to help.

Do I need coding experience to use the WPForms Salesforce addon?

No coding experience is required. Our drag-and-drop builder makes it easy for anyone to use our WPForms Salesforce integration without any technical knowledge.

Can I control which entries are sent to Salesforce?

Yes, you can use conditional logic to control which form entries are sent to Salesforce based on user selections. This allows you to create customized workflows and ensure that only relevant data is transferred.

Can I connect multiple Salesforce accounts?

Yes, WPForms allows you to connect multiple Salesforce accounts to your WordPress site. You can choose which account to use for each form directly in the form builder, giving you complete control over your data management.

Is the data transfer secure?

Yes, we use the Salesforce API to securely send your form entries. Your data is protected and transferred securely to your Salesforce account.

Can I export data collected through the forms to other tools or platforms?

Yes, you can export data collected from your forms as CSV or XLSX files for further analysis or integration into your business processes. This flexibility allows you to use your data in the way that best suits your needs.

Even More Powerful Features

Ready for more? Check out some of our other features to take your forms to the next level!

Calculations

Get more leads and sales with real-time calculations.

  • Automatically calculate totals in forms.
  • Use for order forms, quotes, and more.
  • Enhance user interaction with dynamic results.

Form Pages

Create distraction-free form landing pages to boost conversions.

  • Import and export style settings.
  • Customize the look and feel of your form pages.
  • Increase form conversions with a standalone page.

Entry Management

View all your leads in one place to streamline your workflow.

  • Easily view and manage form entries from the dashboard.
  • Filter and sort entries for better organization.
  • Export entries for offline use and analysis.
View all
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New Feature

WPForms Dashboard

Dark blue hero with a circular bear logo on the left, large headline'Introducing the New WPForms Dashboard' and an ANNOUNCEMENT badge; a dashboard mockup is visible on the right.

The WPForms Dashboard is a new home screen that opens the moment you click WPForms in your admin menu. Stat cards across the top total up your forms, entries, payments, views, and spam across the whole site.

An Entries widget charts activity over your chosen date range with a per-form table of entries, views, interactions, and conversion rate, and a payments widget totals everything collected once a gateway is connected.

With the Geolocation addon active, Top Locations ranks the countries your visitors come from, and a Suggested Next Steps panel points to features worth turning on.

Nothing to install, as it comes with every plan, including Lite!

New Feature

WPForms QR Code

Announcement banner: dark blue background with headline'Say Hello to WPForms QR Code: One Scan Opens Your Form' and a large QR code on the right.

Every form now has its own built-in QR code generator, with nothing extra to install or buy.

Open a form’s General settings, choose the page the form lives on or paste its URL, and click Generate QR Code to copy it or download it as a PNG or a print-ready SVG.

Put it on menus, packaging, event badges, or business cards, and every scan opens your form instead of a page that only hands people something to read.

Included with every plan, including Lite; Pro and Elite plans can keep, remove, or replace the WPForms logo in the center with their own.

New Feature

Ranking Field for Surveys & Polls

Announcement hero: dark blue background, bear avatar left, large'Introducing the New WPForms Ranking Field' text, and three stacked white option cards with 'Movies' highlighted.

The Surveys & Polls addon gains a Ranking field!

Instead of scoring each option separately, respondents drag options (or tap arrow buttons on a phone) into the order they prefer, so one option always has to come first.

WPForms tallies every response into a “Times at #1” count and an average rank for each option, with a chart that makes the winner obvious.

Lay options out as a vertical list or a grid, and use Image Choices or Icon Choices in place of plain text labels.

Integration New Feature Payments

Mercado Pago Addon

Introducing the WPForms Mercado Pago Addon: Card Payments Built for Latin America

The Mercado Pago addon brings on-page card payments built for Latin America to your forms.

Buyers enter their card details into secure, Mercado Pago-hosted fields inside the form, choose an installment plan, and pay in ARS, BRL, CLP, COP, MXN, PEN, or UYU without leaving your page.

An approved charge fires your confirmation, notifications, and integrations at the moment money actually moves, and full or partial refunds can be issued from WPForms » Payments.

WPForms takes no transaction fee, and it works with Quantities, Coupons, multi-page forms, Conversational Forms, Lead Forms, and Form Pages.

AI New Feature

WPForms Analytics

Dark blue hero with a bear avatar left, large WPForms v2.0 headline and a form analytics screenshot on the right.

WPForms 2.0 adds a complete form performance tracking suite inside your WordPress dashboard.

The All Forms page now shows Views, Entries, and Conversion Rate for every form, and each form gets its own analytics dashboard with views, interactions, conversion rate, abandonments, and errors over the last 7, 30, or 90 days or a custom range.

A field-by-field table shows interactions, time spent, errors, and abandonment for every field, so you can see exactly where people give up, and you can set a conversion goal to track progress.

There’s also a built-in AI chat reads your form data and tells you what is working, what is hurting conversions, and what to fix first.