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7 Tips On How To Connect Salesforce With WordPress

WordPress is the most widely used open-source content management system (CMS), powering over 40% of websites. On the other hand, Salesforce is the world’s number one CRM software with millions of users. It generated about $17.1 billion in revenue in 2020 with a CRM market share of 16.8%.

Your website plays a decisive role in generating revenue and bringing more customers. It helps create long-lasting user relationships by identifying their needs and addressing their problems. That’s where WordPress can help. This platform generates and publishes the content of these web pages.

So, why not integrate both these technologies and get the best of both worlds? It will help you create a better experience for website visitors and collect user insights more effectively. The integration will also ensure your users that their data is accurate and safe.

Irrespective of whether you’re an enterprise-level manager or a tech entrepreneur, you’ll find this guide beneficial. There are many ways to customize and set up the connection. Here we explain seven tips on how you can connect Salesforce with your WordPress.

  1. Use Web-to-Lead Functionality To Capture Data

Salesforce consulting partners would advise you to adopt the simplest method to accomplish the integration task. To use Salesforce for your business, you need to send information to its database. For this, you can use a simple web-to-lead form and direct leads from the WordPress website directly to Salesforce.

The Web-to-Lead functionality allows you to create native forms on the go. You can generate them in HTML format from the Salesforce app and embed them on your WordPress website. This functionality captures data from people interested in a particular offering and then sent to one specific place.

Other than including the HTML code in your WordPress codebase, there’s no coding work involved. The only potential drawback with Web-to-Lead could be you cannot customize the form. You’re limited to the fields made available by the setup wizard. Similarly, styling is limited as well.

  1. Set Up Lead Scoring In Web-To-Lead

To get the most out of the Web-to-Lead implementation, you need to set up lead scoring. This way, you can ensure that your leads are reaching appropriate sales representatives. Otherwise, all the data will get accumulated in a single repository.

Setting up lead scoring is easy. First, you need to determine the metrics or the actions the users must take. It can be as simple as a button click. Based on how significant the activity is, you’ll assign the leads a numerical value. It will signify how interested they are in a particular service.

You can also set up lead grading. It is on a grade of A to F based on several factors that you set. With lead scoring and grading in place, you can be sure that the leads coming in are worth working on and of good quality.


  1. Use Form Builders To Create Forms

To capture the leads’ data, you can create forms from scratch using the form builders. These offer an intuitive drag-and-drop interface that helps you make them in minutes. You can then deploy these forms on any page of your WordPress website and send data directly to the Salesforce database.

One of the most prominent form builders is the WPForms builder. You can either build a form from scratch or use hundreds of pre-made templates, depending on your needs. You need to install the Salesforce Add-on for WPForms that’ll send the user data over to Salesforce. Alternative form builders available for you are Gravity Forms and Wufoo Forms with a drag-and-drop interface and pre-made templates that you can use.


  1. Use Zapier Plugin As Middleware

Every additional piece of software you use with WordPress is called a plugin. They enhance the functionality of your WordPress website. The tools mentioned above are all WordPress plugins. But there are additional plugins you can use to capture leads from your WordPress website and store them in your Salesforce.

Zapier is the most common plugin for these purposes and acts as a middleware between your applications. It will help if you use Zapier as a middleware for every plugin connected to Salesforce.

  1. Check If Your Application Integrates With WordPress

Many applications integrate with WordPress. You can leverage these to connect them further to Salesforce. For example, Mailchimp, an email marketing software, has plugins for WordPress. You can install it on your website and capture leads data. It also integrates with Salesforce.

So, you can employ it as a bridge that connects WordPress with Salesforce. Services like iATS and Cvent have similar functionalities. When a user submits his details, it populates in the service database and synchronizes with Salesforce. That’s how data sharing between the three services work.


  1. Always Use CAPTCHA With Forms

A form can generate tons of fake leads submitted by random bots to carry out some phishing attack. It is especially true if you’re getting lots of traffic from search engines or other sources. To prevent these attacks, you need to use CAPTCHAs. You can install and configure plugins like reCAPTCHA and WP CAPTCHA. 

There’s a growing need for enhanced CAPTCHAs to prevent Laundry attacks. Animated CAPTCHAs might be the answer to Laundry attacks. Add it to your registration form and comment section to avoid spam.


  1. Leverage An E-Commerce Platform For Integration

Some E-commerce platforms offer plugins to set up the integration, for example,  WooCommerce. It is a popular and most used plugin because it is accessible, free, and user-friendly.  

You can use WooCommerce’s Oauth 2.0 to connect your Salesforce account(s) to perform various operations within the CRM. Salesforce maps its objects with plugin fields to export data, filter orders, save entry logs, configure error reporting messages, and more. All these functionalities will boost the efficiency of both platforms.


If you want your business to succeed, you need to streamline your workflow and maintain relationships with your customers. You can achieve this by connecting  Salesforce with WordPress. It will enhance your marketing workflow and offer your users a satisfying experience while browsing your website. Not only will this yield better data quality (by eliminating manual errors), but it will also save cost.

You can hire a Salesforce consulting company to help you out. By leaving it to the experts, you get to spend time in your core activities. So, contact an expert today.

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