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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