Salesforce + WPForms
Create Salesforce leads from new WPForms entries.
Simplify the sales process by adding an automation that instantly creates leads in Salesforce when a new WPForms entry is submitted. Eliminate manual data entry and ensure timely follow-ups with prospective clients, all while improving data accuracy and team efficiency. Try this workflow to seamlessly connect WPForms and Salesforce and streamline your lead generation efforts.
Simplify the sales process by adding an automation that instantly creates leads in Salesforce when a new WPForms entry is submitted. Eliminate manual data entry and ensure timely follow-ups with prospective clients, all while improving data accuracy and team efficiency. Try this workflow to seamlessly connect WPForms and Salesforce and streamline your lead generation efforts.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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FormRequired
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
