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5 Best WordPress Plugins for Salesforce Integration

Best WordPress Plugins for Salesforce Integration

When choosing a customer relationship management system to keep track of your customers and their information, Salesforce is typically one of the CRM platforms you’d consider. It has a wide selection of products, features, and customization options to offer, making it the go-to solution for businesses that are serious about getting a serious CRM – and are willing to pay for it.

Many of the tools you’d use for customer contact in WordPress – forms especially – have addons that let you connect them with Salesforce. Others have third-party tools built for that purpose specifically. We’ll try to give you a good pool of plugins to choose from for your Salesforce integration.

Keep in mind, however, that some plugins need you to access the Salesforce API. You can only do that with Professional edition and up.

Our list includes:

Qode Themes: Top Picks
Bridge New Banner
Bridge

Creative Multi-Purpose WordPress Theme

Stockholm WordPress Theme
Stockholm

A Genuinely Multi-Concept Theme

Startit WordPress Theme
Startit

Fresh Startup Business Theme

Contact Form 7 Salesforce

Contact Form 7 Salesforce

Contact Form 7 is one of the most popular contact form plugins for WordPress. It’s easy to use, free, and compatible with an incredible number of themes, so it doesn’t surprise that it has over five million active installations. If yours is one of them and you want to integrate your contact forms with Salesforce, you can do that with the Contact Form 7 Salesforce plugin.

The free version of the plugin lets you do plenty of great things. After connecting your Salesforce account, you’ll be able to map contact form fields to Salesforce object fields, set filtering rules for submissions that get sent to Salesforce, view logs of form submissions, and send data as Salesforce Notes.

With the premium version, which starts at $89, you’ll also get the ability to look up leads’ email addresses and phone numbers, access to Google Analytics parameters for form submissions, as well as geolocation, and expand the range of Fields and Objects you can work with. Depending on the package you choose, you might get access to additional addons, too.

Brilliant Web-to-Lead for Salesforce

Brilliant Web-to-Lead for Salesforce

In case you don’t have a form plugin and you don’t want to install one just to have to use an addon or an additional plugin to then connect it to Salesforce, don’t worry. Salesforce has its own form creation wizard, and thanks to the Brilliant Web-to-Lead for Salesforce plugin, you can use it in your WordPress website.

The plugin’s simple yet powerful premise is what landed it a place on our list of top CRM plugins for WordPress. It lets you create a form from scratch, connect your WordPress website to your Salesforce account, and seamlessly send contact form submissions to WordPress. You’ll get to customize the contact form completely – you’ll have to use CSS to customize the looks, though – and deploy it using shortcode.

The plugin is free to use. You can request premium support, and you’ll need a Salesforce account to use it, but other than that you’ll have no additional expenses.

WooCommerce Salesforce Plugin

WooCommerce Salesforce Plugin

While contact forms are what you’d usually use to connect your WordPress website and Salesforce, it’s not the only thing that can serve that purpose. After all, your customers might enter their information in other places, too, like they do when they make orders from your online store. If you use WooCommerce, you can also use the WooCommerce Salesforce Plugin to connect it to Salesforce.

The plugin will let you map WooCommerce fields to Salesforce Object fields. It also enables you to choose the type of event that will trigger the exporting of data, send data as object Notes, set up filters and rules for order exporting, and view entry logs. You get all that with the free version of the plugin.

If you opt for the Premium version – which starts at $119 – you’ll get to add WooCommerce Order Items to Salesforce, use Salesforce custom and phone number fields, synchronize product and user information from WooCommerce to Salesforce, and lookup leads’ email addresses and phone numbers.

WP Fusion Lite

WP Fusion Lite

If you have a membership website or any kind of website that allows user registration, you might want to send that data to your Salesforce account, too. Thanks to WP Fusion Lite, you can do it easily and free of charge.

WP Fusion Lite is the free version of WP Fusion, a powerful automation platform for WordPress that helps connect your website to all kinds of platforms – including Salesforce. It creates new contacts in Salesforce when someone registers to your website, lets you restrict access to site content using tags and lists in your CRM, import contacts from and export users to your CRM, and apply tags when users register.

If you decide to use the full version of the platform, you’ll see a completely different side to the plugin. For starters, you’ll be able to connect your CRM platform to over a hundred WordPress plugins, which means that you’ll be able to get a wider variety of data. Bi-directional sync is another perk of paid plans, and you might even get access to some great addons that could help you, for example, track abandoned carts. The full version of the plugin starts at $247 per year.

Ninja Forms Contact Form

Ninja Forms

We’ve mentioned at the beginning that many WordPress form plugins offer Salesforce integration through premium addons. To bring the list back full circle to a form plugin that does this, we’ve included the Ninja Forms Contact Form plugin.

With over a million active installations, Ninja Forms probably doesn’t need a special introduction. It’s one of the top form builders for WordPress, it’s drag-and-drop which means it’s novice-friendly, and it lets you do great things such as accept payment or donations through forms, protect your forms from spam, and comply with GDPR.

Then, when you purchase the addon for $49 or up, you’ll get to connect Ninja Forms with Salesforce. All you have to do is check out the Objects and Fields that have appeared in Ninja Forms, select the Objects you need, and associate them with the proper Fields. That’s it.

Let’s Wrap It Up!

Salesforce is an incredibly useful tool for anyone who needs to keep track of a growing number of customers and their information. It’s also a tool you can integrate with your WordPress website in a couple of different ways, including with plugins. Before you opt for a premium plugin, however, make sure that it offers the type of connectivity that’s supported by your Salesforce account edition.

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