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.
We use Formidable as the primary source of intake forms. One of the huge benefits is that we can make it dynamic so as to allow our clients to only answer questions pertinent to them. So depending on how they answer a question there could be more or less questions that pop up.Bjørn Jensen
Schedule email notifications, SMS messages, and API actions.
Open forms, views, other shortcodes, or sections of content in a Bootstrap popup.
Empower users to review data before submitting