Salesforce is a Customer relationship management (CRM) system that helps you manage clients and your relationships with them. This WordPress Salesforce integration plugin adds new contacts and leads into Salesforce directly from the WordPress forms on your site.
Just map the fields from the contact and lead objects with the fields in your Formidable forms, and your lead generation forms will begin to fill your Salesforce customer lists, and update them as needed.
Plus you can send data to any custom object in Salesforce. Custom objects allow you to save extra data to Salesforce that is collected in your form, but isn't standard on the Salesforce side. These serve as custom database tables that allow you to store information unique to your organization. This includes accounts, announcement, assets, campaigns, cases, groups, contacts, contracts, email messages, events, ideas, leads, notes, orders, products, tasks, goals, and more.
Note: This WordPress Salesforce plugin requires the Web Services API feature in your Salesforce account. Enterprise and Unlimited Salesforce accounts include this REST API.
New Customer Offer
on your first year of Formidable Forms!
I have been using Formidable Pro for quite a while now. I have recommended it and used for many, many client sites for everything from basic "Contact Us" forms to data collection, to donation forms, to forms for adding custom post types, to event management and more.Web Considerations
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