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Salesforce Essentials + WPForms

Add new WPForms entries to Salesforce Essentials as records

Effortlessly keep your contacts up-to-date with this seamless workflow between WPForms and Salesforce Essentials. Whenever a new form entry is received in WPForms, a corresponding record will be created in Salesforce Essentials, ensuring your contact information remains organized and easily accessible. Experience improved communication and more efficient management of your customer data with this streamlined automation.

Effortlessly keep your contacts up-to-date with this seamless workflow between WPForms and Salesforce Essentials. Whenever a new form entry is received in WPForms, a corresponding record will be created in Salesforce Essentials, ensuring your contact information remains organized and easily accessible. Experience improved communication and more efficient management of your customer data with this streamlined automation.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
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About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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