{"id":37541,"date":"2020-12-16T04:34:40","date_gmt":"2020-12-16T10:34:40","guid":{"rendered":"https:\/\/wpengine.com\/?post_type=resource&#038;p=37541"},"modified":"2025-05-13T16:09:58","modified_gmt":"2025-05-13T21:09:58","slug":"salesforce-and-wordpress","status":"publish","type":"resource","link":"https:\/\/wpengine.com\/case-studies\/resources\/salesforce-and-wordpress\/","title":{"rendered":"How to Integrate Salesforce Into WordPress"},"content":{"rendered":"\n<p><span style=\"font-weight: 400\">Whether you\u2019re a small business owner or an enterprise-level marketing manager, <a href=\"https:\/\/blog.hubspot.com\/marketing\/beginner-inbound-lead-generation-guide-ht?__hstc=51647990.f0126d50aa47d620ac94fc7bc88980db.1588255777920.1601577727793.1601587944619.70&amp;__hssc=51647990.1.1601587944619&amp;__hsfp=1935073496\" target=\"_blank\" rel=\"noreferrer noopener\">lead generation<\/a> should be a crucial part of your operations. However, deciding on the best way to unlock the lead-generating potential of your WordPress site can be tricky. This is largely due to the huge variety of resources and guides competing for your attention.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">Fortunately, there are tools available that make lead generation simple and straightforward. One top solution is <a href=\"https:\/\/www.salesforce.com\/products\/what-is-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a>, an online Customer Relationship Management (CRM) platform that tracks and segments user data. WordPress and Salesforce integration can help you better pinpoint conversion opportunities, manage potential lead information, and improve your networking strategy.<\/span><\/p>\n\n\n\n\n\n\n<p><span style=\"font-weight: 400\">In this guide, we\u2019ll explain how WordPress and Salesforce integration works. We\u2019ll also explore the various tools you can use to simplify the integration process. Let\u2019s get started!<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">WordPress and Salesforce Integration<\/h2>\n\n\n\n<p><span style=\"font-weight: 400\">As one of the leading CRMs on the market, <a href=\"https:\/\/www.salesforce.com\/products\/what-is-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a> lets you identify potential customers, personalize your marketing techniques to address them, and field their enquiries, all from a single platform. WordPress and Salesforce integration is possible via various plugins and tools.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">With so many integration options available, you\u2019ll need to ask yourself a few questions before deciding what solution to use:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><i><span style=\"font-weight: 400\">How much information is required from my site\u2019s lead forms?<\/span><\/i><\/li>\n\n\n\n<li><i><span style=\"font-weight: 400\">How are leads handled after collection?<\/span><\/i><\/li>\n\n\n\n<li><i><span style=\"font-weight: 400\">How many cu<\/span><\/i><i><span style=\"font-weight: 400\">stomized elements do my forms need to have?<\/span><\/i><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">Once you\u2019ve answered these questions, you\u2019ll be in a better position to pick the best plugin or tool for your needs. WordPress and Salesforce can work well together, but it\u2019s important to consider the optimal implementation method for your site.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Salesforce and WordPress Form Plugins (And More)<\/h2>\n\n\n\n<p><span style=\"font-weight: 400\">Now, let\u2019s take a closer look at some of the form plugins and other applications that make WordPress and Salesforce integration possible.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"203\" src=\"https:\/\/wpengine.com\/wp-content\/uploads\/2018\/04\/sfdc1.jpg\" alt=\"Screenshot of Brilliant Web-to-Lead for Salesforce plugin in the WordPress Plugin Directory. How to Integrate Salesforce into WordPress\" class=\"wp-image-37545\" srcset=\"https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2018\/04\/sfdc1.jpg 630w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2018\/04\/sfdc1-300x97.jpg 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/wordpress.org\/plugins\/salesforce-wordpress-to-lead\/\" target=\"_blank\" rel=\"noreferrer noopener\">Brilliant Web-to-Lead for Salesforce<\/a><\/h3>\n\n\n\n<p><span style=\"font-weight: 400\"><a href=\"https:\/\/wordpress.org\/plugins\/salesforce-wordpress-to-lead\/\" target=\"_blank\" rel=\"noreferrer noopener\">The Brilliant Web-to-Lead for Salesforce plugin<\/a> is ideal for streamlined integration. It enables potential leads to fill in information via a dedicated WordPress form, which is then sent directly to your Salesforce account. Leads are saved automatically, and you have the option to either add your form to specific pages and posts, or include it as a widget.<\/span><\/p>\n\n\n\n<p><b>Price<\/b><span style=\"font-weight: 400\">: It\u2019s completely free!<\/span><\/p>\n\n\n\n<p><b>Pros<\/b><span style=\"font-weight: 400\">: This plugin offers a beginner-friendly interface, and shortcodes for easy integration.<\/span><\/p>\n\n\n\n<p><b>Cons<\/b><span style=\"font-weight: 400\">: The functionality is limited<\/span> and it has not been tested with the 3 latest versions of WordPress.<\/p>\n\n\n\n<p><span style=\"font-weight: 400\">The lead generation types this basic plugin is useful for include:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Email marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Referrals<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">As such, it\u2019s best suited to the following applications:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Small-to medium-sized consultation businesses<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Small-to medium-sized web service businesses<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">If you feel that this Salesforce integration plugin is for you, there\u2019s some <a href=\"https:\/\/wordpress.org\/plugins\/salesforce-wordpress-to-lead\/#other_notes\" target=\"_blank\" rel=\"noreferrer noopener\">documentation on the plugin download page<\/a> that can get you started.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"185\" src=\"https:\/\/wpengine.com\/wp-content\/uploads\/2018\/04\/sfdc3.jpg\" alt=\"Screenshot of Zapier plugin in the WordPress Plugin Directory. How to Integrate Salesforce and WordPress\" class=\"wp-image-37548\" srcset=\"https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2018\/04\/sfdc3.jpg 630w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2018\/04\/sfdc3-300x88.jpg 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/zapier.com\/resources\/guides\/quick-start\" target=\"_blank\" rel=\"noreferrer noopener\">Zapier<\/a><\/h3>\n\n\n\n<p><span style=\"font-weight: 400\"><a href=\"https:\/\/zapier.com\/resources\/guides\/quick-start\" target=\"_blank\" rel=\"noreferrer noopener\">Zapier<\/a> is an application-integration tool that lets you connect apps in order to automate repetitive tasks. Using it, you can connect a variety of plugins (<a href=\"https:\/\/www.gravityforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gravity Forms<\/a>, <a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">WPForms<\/a>, etc.) with Salesforce to enhance its lead generating capabilities.<\/span><\/p>\n\n\n\n<p><b>Price<\/b><span style=\"font-weight: 400\">: Although there is a basic free plan, feature-heavy premium <a href=\"https:\/\/zapier.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">plans start at $20 per month.<\/a><\/span><\/p>\n\n\n\n<p><b>Pros<\/b><span style=\"font-weight: 400\">: You can use this tool to integrate dozens of applications with your WordPress site.<\/span><\/p>\n\n\n\n<p><b>Cons<\/b><span style=\"font-weight: 400\">: The free plan limits you to creating two-step workflows only.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">Zapier supports many <a href=\"https:\/\/zapier.com\/help\/salesforce\/#what-salesforce-triggers-and-actions-are-supported\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce triggers and actions<\/a>, making it ideal for numerous lead generation tasks including:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Email marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Paid search strategies<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">The businesses that are most likely to benefit from Zapier are:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Large-scale companies with tiered offerings<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Business-to-Business (B2B) operations<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Online advertising companies<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">You can <a href=\"https:\/\/zapier.com\/sign-up\/\" target=\"_blank\" rel=\"noreferrer noopener\">get started with a free Zapier account<\/a> to learn more about its features and benefits.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"344\" src=\"https:\/\/wpengine.com\/wp-content\/uploads\/2024\/01\/gravityforms-1024x344.png\" alt=\"Screenshot of Gravity Forms plugin in the WordPress Plugin Directory. How to Integrate Salesforce into WordPress\" class=\"wp-image-148779\" srcset=\"https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/gravityforms-1024x344.png 1024w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/gravityforms-540x181.png 540w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/gravityforms-768x258.png 768w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/gravityforms.png 1107w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/www.gravityforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gravity Forms<\/a><\/h3>\n\n\n\n<p><span style=\"font-weight: 400\"><a href=\"https:\/\/www.gravityforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gravity Forms<\/a> is a favorite <\/span><a href=\"https:\/\/wpengine.com\/resources\/best-wordpress-survey-plugins\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400\">forms plugin<\/span><\/a><span style=\"font-weight: 400\"> among WordPress users. Its visual builder is extremely intuitive, and its <a href=\"https:\/\/docs.gravityforms.com\/enable-conditional-logic\/\" target=\"_blank\" rel=\"noreferrer noopener\">conditional logic<\/a> lets you display and hide selected fields. It also integrates effortlessly with Salesforce, enabling you to add form-collected leads to your email marketing and social media campaigns.<\/span><\/p>\n\n\n\n<p><b>Price<\/b><span style=\"font-weight: 400\">: The developer has plans <a href=\"https:\/\/www.gravityforms.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">starting at $59 per year.<\/a><\/span><\/p>\n\n\n\n<p><b>Pros<\/b><span style=\"font-weight: 400\">: There Are multiple Salesforce integration options, and a powerful visual form builder.<\/span><\/p>\n\n\n\n<p><b>Cons<\/b><span style=\"font-weight: 400\">: Not all of the <a href=\"https:\/\/www.gravityforms.com\/add-ons\/\" target=\"_blank\" rel=\"noreferrer noopener\">plugin add-ons<\/a> are included in the <a href=\"https:\/\/www.gravityforms.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">basic license<\/a>.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">You can use Gravity Forms (and its Salesforce integration) for numerous lead generation tasks, including:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Checklist campaigns<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Email marketing and subscriptions<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Newsletter campaigns<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">This makes the tool well suited to various sectors, including:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">eCommerce<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Affiliate marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">B2C applications<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">You can integrate Gravity Forms with Salesforce <a href=\"https:\/\/zapier.com\/apps\/gravity-forms\/integrations\/salesforce\/146\/create-salesforce-leads-via-gravity-forms\" target=\"_blank\" rel=\"noreferrer noopener\">via Zapier.<\/a> However, you can also use a third-party plugin, such as <a href=\"https:\/\/codecanyon.net\/item\/gravity-forms-salesforce-crm-integration\/20174431\" target=\"_blank\" rel=\"noreferrer noopener\">Gravity Forms \u2013 Salesforce CRM Integration<\/a>.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"654\" height=\"269\" src=\"https:\/\/wpengine.com\/wp-content\/uploads\/2024\/01\/wpforms.png\" alt=\"Screenshot of WP Forms plugin in the WordPress Plugin Directory. How to Integrate Salesforce into WordPress\" class=\"wp-image-148780\" srcset=\"https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/wpforms.png 654w, https:\/\/wpengine.com\/case-studies\/wp-content\/uploads\/2024\/01\/wpforms-540x222.png 540w\" sizes=\"auto, (max-width: 654px) 100vw, 654px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/wpforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">WP Forms<\/a><\/h3>\n\n\n\n<p><span style=\"font-weight: 400\"><a href=\"https:\/\/wpforms.com\/\">WPForms<\/a> is a drag-and-drop form builder that can be set up for a variety of lead generation tasks. It integrates with Salesforce, ensuring that all form-collected data is sent right to your Salesforce account. This data can then be used to track user behavior and add leads to your email marketing campaigns and promotions.<\/span><\/p>\n\n\n\n<p><b>Price<\/b><span style=\"font-weight: 400\">: WP Forms <a href=\"https:\/\/wpforms.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">plans start at $50 per year<\/a>.<\/span><\/p>\n\n\n\n<p><b>Pros<\/b><span style=\"font-weight: 400\">: This plugin\u2019s extremely user-friendly interface makes it easy to create surveys, polls, campaign monitor forms, and more.<\/span><\/p>\n\n\n\n<p><b>Cons<\/b><span style=\"font-weight: 400\">: If email integration is important to you, you\u2019ll have to upgrade to the $99 per year plan.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">As with Gravity Forms, you can use WPForms for numerous lead generation tasks. These include:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">User behavior data collection<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Email marketing<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Surveys<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Promotions<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">This makes the plugin ideal for a range of sectors, including:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">eCommerce<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Finance<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Health and wellness<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Online publications<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400\">Best of all, you can integrate WPForms with Salesforce in just a few steps.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Choosing the Right WordPress Salesforce Integration for Your Site<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">A-Grade Salesforce Integration<\/h3>\n\n\n\n<p><span style=\"font-weight: 400\">If you\u2019re looking for the best all-around option, Zapier takes the cake. It offers app-connection capabilities that can further enhance Salesforce. In addition, it\u2019s particularly valuable for large enterprise-level websites.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">B-Grade Salesforce Integration<\/h3>\n\n\n\n<p><span style=\"font-weight: 400\">Gravity Forms and WPForms have earned a place on the honorable mentions list. They both offer advanced field options and conditional logic, but aren\u2019t quite as powerful when combined with Salesforce as Zapier is. These plugins are best suited to marketing-oriented eCommerce businesses that make frequent use of online surveys and polls.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">C-Grade Salesforce Integration<\/h3>\n\n\n\n<p><span style=\"font-weight: 400\">Brilliant Web-to-Lead for Salesforce is the most basic option on our list. It offers lightweight functionality, and is best used for minimal data collection (i.e. gathering names and email addresses). This Salesforce plugin is ideal for those who just need basic functionality, and don\u2019t want to get bogged down with features they won\u2019t use.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Stay Educated With WP Engine<\/h2>\n\n\n\n<p><span style=\"font-weight: 400\">Would you like to learn more about WordPress, and the various ways you can use this platform to your company\u2019s advantage? Subscribe to our newsletter\u00a0and learn more about our <a href=\"https:\/\/wpengine.com\/wordpress-hosting\/\" target=\"_blank\" rel=\"noreferrer noopener\">managed hosting for WordPress<\/a> and our <a href=\"https:\/\/wpengine.com\/plans\/\" target=\"_blank\" rel=\"noreferrer noopener\">flexible hosting plans<\/a>!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you\u2019re a small business owner or an enterprise-level marketing manager, lead generation should be a crucial part of your operations. However, deciding on the best way to unlock the lead-generating potential of your WordPress site can be tricky. This is largely due to the huge variety of resources and guides competing for your attention.<span class=\"tile__ellipses\">&hellip;<\/span><span class=\"tile__ellipses--animated\"><\/span><\/p>\n","protected":false},"author":1,"featured_media":113183,"template":"","resource-topic":[913,905,904],"resource-role":[903],"resource-type":[916],"class_list":["post-37541","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Integrate Salesforce into WordPress<\/title>\n<meta name=\"description\" content=\"Our guide covers all things related to WordPress &amp; Salesforce. Learn how to integrate WordPress and Salesforce and increase the leads gained on your site.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Integrate Salesforce into WordPress\" \/>\n<meta property=\"og:description\" content=\"Our guide covers all things related to WordPress &amp; Salesforce. 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