PlanSo Forms for WordPress + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between PlanSo Forms for WordPress and Salesforce.


Get started with workflows like: Add leads to Salesforce from new PlanSo Forms submissions. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect PlanSo Forms for WordPress + Salesforce in Minutes

It's easy to connect PlanSo Forms for WordPress + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Submission

Triggers when a form is submitted

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How PlanSo Forms for WordPress + Salesforce Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect PlanSo Forms for WordPress + Salesforce