Salesforce + WPForms Integration

Integrate Salesforce to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create and update records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • WPForms
    Form is submitted in WPForms Instant
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Ready Workflows Ready Workflows for Salesforce + WPForms Integration

Capture form entries, create leads, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
WPForms + Salesforce Integration

Create Salesforce contact for new WPForms form submission

When someone completes your WPForms, a new contact is automatically created in your Salesforce. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the WPForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a WPForms - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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WPForms + Salesforce Integration

Create Salesforce record for new WPForms form submission

When you receive a new WPForms form submission, automatically a record is created for you with the responses from WPForms in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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WPForms + Salesforce Integration

Create Salesforce opportunity for new WPForms form submission

Integrating your Salesforce with your WPForms, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This WPForms - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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WPForms + Salesforce Integration

Create Salesforce task for new WPForms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new WPForms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new WPForms form submission received today - your customers will thank you for it!
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Connect more apps to your Salesforce + WPForms flow

Form submissions collected in Salesforce often need team alerts, email follow-ups, and calendar bookings. Pick a combination and activate it in one click.

Salesforce
WPForms
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GmailGmail (7)
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MailchimpMailchimp (7)
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SlackSlack (7)
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Google SheetsGoogle Sheets (7)
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ZoomZoom (7)
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CalendlyCalendly (7)
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Send every WPForms submission to Salesforce as a new record, and confirm it in Gmail.
New form entries arrive in Salesforce instantly while Gmail sends a confirmation email, eliminating manual entry and respondent delays.
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Create a Salesforce lead from every WPForms submission, and notify the sales team in Gmail.
Every WPForms lead enters Salesforce immediately and notifies your sales team via Gmail, ensuring rapid follow-up.
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Create a Salesforce contact for each WPForms submission, and send welcome materials in Gmail.
New contacts created in Salesforce from WPForms submissions receive welcome resources via Gmail automatically.
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If a WPForms submission indicates high value, create a Salesforce opportunity and notify management in Gmail.
High-value inquiries submitted via WPForms create Salesforce opportunities and alert management in Gmail instantly.
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Create a Salesforce case for every support WPForms entry, and email the support desk in Gmail.
Support inquiries submitted through WPForms create Salesforce cases and notify the support desk via Gmail.
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Use Claude to summarise WPForms inquiries, create a Salesforce record, and email the brief in Gmail.
Claude summarises complex WPForms submissions before creating a Salesforce record and emailing a concise brief in Gmail.
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Create a Salesforce lead from WPForms submissions, schedule a follow-up task, and notify the rep in Gmail.
WPForms submissions create a Salesforce lead and follow-up task, with notification sent to the assigned rep in Gmail.

Supported triggers and actions for Salesforce and WPForms

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
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No action is available

What can you automate with Salesforce + WPForms?

Streamline your inbound lead capture by syncing every WPForms submission directly into Salesforce records and triggering instant team workflows.

What you can automate?
📋
Create Salesforce records from every form submission
Turn every WPForms form submission into a new Salesforce record automatically. Eliminate manual copying and ensure no customer inquiry is ever missed.
📝
Capture every submitted field in your CRM
Map all available WPForms answers into dedicated Salesforce fields rather than just basic contact info. Your CRM records become a comprehensive source for review and follow-up.
🔔
Notify your team the moment a form is submitted
Alert your sales or support team instantly in Slack whenever a new WPForms submission creates a Salesforce record. Response times drop and leads get immediate attention.
🔀
Route submissions based on form answers
Create a Salesforce lead with high priority if a specific form option is selected, or assign it to the standard queue otherwise. Conditional routing ensures inquiries reach the right person.
🔄
Keep your Salesforce database updated continuously
Update existing Salesforce records whenever a recurring visitor submits a new WPForms form. Your customer history remains current without creating duplicate entries.
🔍
Search and update records to prevent duplicates
Search existing Salesforce contacts before creating a new entry from a WPForms submission. Update the matching contact or create a new one cleanly.
📈
Manage lead and opportunity status updates
Create a new Salesforce opportunity or case when a WPForms submission indicates a service request or purchase intent. Track customer progression seamlessly.
✉️
Send confirmation emails via Gmail automatically
Trigger an automated confirmation email in Gmail as soon as a WPForms submission successfully creates a Salesforce record. Keep your respondents informed instantly.
And much more...

Who is Salesforce + WPForms integration for?

Sales and marketing teams managing form submissions depend on this integration to eliminate manual data entry and keep Salesforce records instantly updated without errors.

Sales Operations Managers
Sales Operations Managers
Inside Sales Reps
Inside Sales Reps
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Business Development Executives
Business Development Executives
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're analysing submission volume from your WordPress site but your Salesforce records only update when someone manually exports form data, so the conversion metrics you review are always a few hours behind — with this integration, every new form submission creates a Salesforce record instantly and your pipeline numbers stay current.
Inside Sales Reps
You need to reach out to inbound prospects immediately after they submit a form, but delays in transferring data leave leads waiting too long — with this integration, every form submission creates a Salesforce lead instantly and your team can follow up right away.
📊
Account Managers
You report progress to clients based on inbound inquiries, but missing form entries lead to awkward conversations and incomplete status updates — with this integration, every submission updates Salesforce records automatically so your client reviews are always accurate.
📥
Customer Support Leads
You handle a high volume of WordPress inquiries that require rapid triage, but manual entry causes tickets to pile up unassigned — with this integration, every WPForms submission creates a Salesforce case immediately and nothing gets lost in the queue.
🤝
Business Development Executives
You rely on marketing to hand over qualified inquiries, but manual handoffs cause hot leads to sit uncontacted for days — with this integration, every new form entry populates Salesforce leads automatically so you can start outreach without delay.
🗂️
CRM Administrators
You are responsible for maintaining clean contact histories in Salesforce, but manual form exports introduce formatting errors and missing fields — with this integration, every WPForms submission populates Salesforce fields cleanly and your database stays reliable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + WPForms

Build and manage your Salesforce + WPForms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + WPForms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Salesforce to WPForms?
Frequently Asked Questions
You can connect Salesforce to WPForms in 1 click using ready automation templates on Integrately, along with other apps like Gmail, Mailchimp, Slack, Google Sheets, Zoom, and Calendly. You can also use Integrately AI to build custom workflows.
Can I automatically create a Salesforce record when a WPForms form is submitted?
Frequently Asked Questions
Can I connect Salesforce, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and WPForms?
Frequently Asked Questions
How does Salesforce handle new lead creation from WPForms submissions?
Frequently Asked Questions
How does WPForms trigger data synchronization with Salesforce?
Frequently Asked Questions
Can I set up Salesforce and WPForms integrations without coding knowledge?
Frequently Asked Questions
Is the Salesforce and WPForms integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or WPForms With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and messaging platforms to manage and follow up on your customer data.
WPForms
Popular WPForms Integrations
Sync WPForms with marketing, analytics, and notification tools to keep form data working across your stack.
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WPForms Integrations arrow right
No popular apps found