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Set up your first integration
Quickly connect Salesforce to WPForms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with WPForms - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in WPForms.
You’re connected!
Zapier seamlessly connects Salesforce and WPForms, automating your workflow.
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Frequently Asked Questions about Salesforce + WPForms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and WPForms
How do I integrate Salesforce with WPForms?
To integrate Salesforce with WPForms, you'll need to use Zapier as a connector between the two applications. You can set triggers in WPForms when a form is submitted and configure actions in Salesforce to create or update records based on the submitted data.
What triggers are available in WPForms for Salesforce integration?
WPForms supports triggers such as 'New Form Entry' which gets activated whenever someone fills out a form. This trigger can then initiate various actions in Salesforce, like creating a new lead or updating an existing contact.
Can I update existing records in Salesforce using WPForms submissions?
Yes, when integrating WPForms with Salesforce, you can map form fields to existing Salesforce records. Set up an action that updates the record details every time a form submission matches certain criteria or identifiers.
Is it possible to create custom objects in Salesforce from WPForms entries?
Absolutely, through our integration setup, you can design actions within Zapier that allow new custom objects to be created in Salesforce each time a specified triggering event occurs in WPForms.
How do I handle duplicate entries during integration?
To manage duplicates during integration, we recommend setting filters and conditions within your Zapier workflow that check for existing records before creating new ones. You can also set your actions to update existing entries instead of creating new ones.
What kind of data mapping is necessary for this integration?
Data mapping involves matching fields from WPForms submissions to corresponding fields in Salesforce. Accurate mapping ensures that all relevant customer information is correctly transferred and recorded during the integration process.
Are there limits on the number of form entries that can be processed by this integration?
Typically, processing limitations depend on your plan's allocation within both Zapier and Salesforce. It's essential to review your account limits on tasks and API requests to ensure seamless data transfer without interruptions.
Practical ways you can use Salesforce and WPForms
Streamlining financial reports
Compiling and automating weekly financial reports by integrating data from multiple sources such as sales and expenses.
Business Owner
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Setting up automated alerts and notifications for system downtime or unusual activity across company servers and networks.
ITEmail campaign optimization
Automating the A/B testing process of email subject lines and content to identify what drives the highest engagement rates.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
