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Set up your first integration
Quickly connect Salesforce to WordPress with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Salesforce with WordPress - 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 "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects Salesforce and WordPress, automating your workflow.
Supported 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 ObjectsRequired
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
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Practical ways you can use Salesforce and WordPress
Publish blog posts from new Salesforce leads.
Keep your content marketing connected to your sales efforts. When a new lead is created in Salesforce, Zapier triggers the creation of a draft blog post in WordPress with lead details summarized, helping you generate personalized marketing content efficiently.
Business Owner
Sync WordPress user updates to Salesforce records.
Whenever a user is updated in WordPress, Zapier ensures the corresponding record in Salesforce reflects the most recent data. This automation reduces discrepancies and saves time on manual updates.
ITNew blog comments trigger lead updates.
When a new comment is added to a WordPress blog, Zapier can update the associated lead in Salesforce. This workflow ensures follow-up actions are taken for prospects engaging with your content, keeping your CRM data accurate and actionable.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate WordPress on the Zapier blog
Frequently Asked Questions about Salesforce + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and WordPress
How can I connect Salesforce to WordPress via Zapier?
To connect Salesforce to WordPress using Zapier, you need to create a Zap that uses Salesforce as the trigger app and WordPress as the action app. Once you authenticate both accounts on Zapier, you can set up triggers based on specific actions in Salesforce, such as lead creation, and map them to actions in WordPress like creating posts or custom post types.
What triggers in Salesforce are supported for integration with WordPress?
Our Salesforce integration supports various triggers including new lead, new contact, new opportunity, and updated record. These triggers can initiate corresponding actions in WordPress like creating a new post, updating an existing one, or adding a comment.
Can I automatically update WordPress posts from changes in Salesforce records?
Yes, by setting up a Zap where the trigger is an 'Updated Record' event in Salesforce and the action updates a post in WordPress. This allows for real-time synchronization of data between the two platforms.
Is it possible to create forms on WordPress that feed directly into Salesforce?
Absolutely! You can use our integration tools to set up a form on your WordPress site that creates or updates records in Salesforce whenever it's submitted. For example, form entries can become new contacts or leads within your Salesforce account.
How do I handle authentication issues between Salesforce and WordPress on Zapier?
If you experience authentication issues, make sure both apps are connected properly under your account settings. Double-check credentials and permissions granted to Zapier for accessing both platforms. Re-linking your accounts often resolves connectivity problems.
Can I trigger different actions based on the type of record updated in Salesforce?
Yes, our platform allows conditional logic within Zaps. Depending on the record type updated in Salesforce (like leads versus opportunities), different workflows or actions can be initiated in WordPress accordingly.
What happens if a trigger fails between Salesforce and WordPress? How do we troubleshoot this issue?
If a trigger fails, first check the task history to view any errors reported during the process. Common issues include incorrect field mappings or connectivity problems. Adjust configurations as needed and test again until successful.
