Keeping your sales team abreast of the latest leads to come in through your web form can be a two- or three-step process. With this Zapier automation, it's just one. Connect your Ninja Forms form to Salesforce via Zapier, and automatically send new submissions into your CRM as leads.
How it Works
- Zapier looks for new submissions to your Ninja Forms form
- When it finds one, Zapier uses that submission to create a new lead in Salesforce
What you Need
- WordPress account with Ninja Forms plugin and Ninja Forms' Zapier add-on installed
- Salesforce account
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It's easy to connect Ninja Forms + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a form is submitted.
Create a new lead.
Triggers when a new lead is created.
Add a lead to a campaign.
Triggers when a new custom object (of the type you choose) is created.
Create a new custom object (of the type you choose).
Triggers when a new contact is created.
Add a contact to a campaign.
Triggers when a new opportunity is created.
Create a new contact.