{"id":28181,"date":"2021-08-12T15:00:30","date_gmt":"2021-08-12T13:00:30","guid":{"rendered":"https:\/\/qodeinteractive.com\/magazine\/?p=28181"},"modified":"2021-09-20T12:34:39","modified_gmt":"2021-09-20T10:34:39","slug":"best-wordpress-plugins-for-salesforce-integration","status":"publish","type":"post","link":"https:\/\/qodeinteractive.com\/magazine\/best-wordpress-plugins-for-salesforce-integration\/","title":{"rendered":"5 Best WordPress Plugins for Salesforce Integration"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]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\u2019d 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 \u2013 and are willing to pay for it.<br \/>\n[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]Many of the tools you\u2019d use for customer contact in WordPress \u2013 forms especially \u2013 have addons that let you connect them with Salesforce. Others have third-party tools built for that purpose specifically. We\u2019ll try to give you a good pool of plugins to choose from for your Salesforce integration.<br \/>\n[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]Keep in mind, however, that some plugins need you to access the Salesforce API. You can only do that with Professional edition and up.<br \/>\n[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]Our list includes:<br \/>\n[\/vc_column_text][vc_empty_space height=&#8221;22px&#8221;]<ul class=\"qodef-unordered-list-item qodef-toc\">\n    <li>\n\t        <div class=\"qodef-ul-title-holder\">\n            <span class=\"qodef-ul-title-content\"><a href=\"#contact-form-7-salesforce\">Contact Form 7 Salesforce<\/a><\/span>        <\/div>\n            <\/li>\n<\/ul>[vc_empty_space height=&#8221;5px&#8221;]<ul class=\"qodef-unordered-list-item qodef-toc\">\n    <li>\n\t        <div class=\"qodef-ul-title-holder\">\n            <span class=\"qodef-ul-title-content\"><a href=\"#brilliant-web-to-lead-for-salesforce\">Brilliant Web-to-Lead for Salesforce<\/a><\/span>        <\/div>\n            <\/li>\n<\/ul>[vc_empty_space height=&#8221;5px&#8221;]<ul class=\"qodef-unordered-list-item qodef-toc\">\n    <li>\n\t        <div class=\"qodef-ul-title-holder\">\n            <span class=\"qodef-ul-title-content\"><a href=\"#woocommerce-salesforce-plugin\">WooCommerce Salesforce Plugin<\/a><\/span>        <\/div>\n            <\/li>\n<\/ul>[vc_empty_space height=&#8221;5px&#8221;]<ul class=\"qodef-unordered-list-item qodef-toc\">\n    <li>\n\t        <div class=\"qodef-ul-title-holder\">\n            <span class=\"qodef-ul-title-content\"><a href=\"#wp-fusion-lite\">WP Fusion Lite<\/a><\/span>        <\/div>\n            <\/li>\n<\/ul>[vc_empty_space height=&#8221;5px&#8221;]<ul class=\"qodef-unordered-list-item qodef-toc\">\n    <li>\n\t        <div class=\"qodef-ul-title-holder\">\n            <span class=\"qodef-ul-title-content\"><a href=\"#ninja-forms-contact-form\">Ninja Forms Contact Form<\/a><\/span>        <\/div>\n            <\/li>\n<\/ul>[vc_empty_space height=&#8221;80px&#8221;][vc_widget_sidebar sidebar_id=&#8221;new-top-picks-banner&#8221;][vc_empty_space height=&#8221;80px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\"><a id=\"contact-form-7-salesforce\"><\/a>Contact Form 7 Salesforce<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;21px&#8221;]<div class=\"qodef-single-image-holder   qodef-has-border \">\n    <div class=\"qodef-si-inner\" >\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"969\" height=\"518\" src=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Contact-Form-7-Salesforce.jpg\" class=\"attachment-full size-full\" alt=\"Contact Form 7 Salesforce\" srcset=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Contact-Form-7-Salesforce.jpg 969w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Contact-Form-7-Salesforce-300x160.jpg 300w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Contact-Form-7-Salesforce-768x411.jpg 768w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Contact-Form-7-Salesforce-620x331.jpg 620w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/>                        <\/div>\n<\/div>[vc_empty_space height=&#8221;38px&#8221;][vc_column_text]<a href=\"https:\/\/wordpress.org\/plugins\/contact-form-7\/\" target=\"_blank\" rel=\"noopener\">Contact Form 7<\/a> is one of the most popular contact form plugins for WordPress. It\u2019s easy to use, free, and compatible with an <a href=\"https:\/\/qodeinteractive.com\/theme-plugin\/contact-form-7-wordpress-themes\/\">incredible number of themes<\/a>, so it doesn\u2019t 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 <a href=\"https:\/\/wordpress.org\/plugins\/cf7-salesforce\/\" target=\"_blank\" rel=\"noopener\">Contact Form 7 Salesforce<\/a> plugin.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]The free version of the plugin lets you do plenty of great things. After connecting your Salesforce account, <strong>you\u2019ll 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.<\/strong>[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]With the premium version, which starts at $89, you\u2019ll also get the ability to<strong> look up leads\u2019 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<\/strong>. Depending on the package you choose, you might get access to additional addons, too.[\/vc_column_text][vc_empty_space height=&#8221;68px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\"><a id=\"brilliant-web-to-lead-for-salesforce\"><\/a>Brilliant Web-to-Lead for Salesforce<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;21px&#8221;]<div class=\"qodef-single-image-holder   qodef-has-border \">\n    <div class=\"qodef-si-inner\" >\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"969\" height=\"518\" src=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Brilliant-Web-to-Lead-for-Salesforce.jpg\" class=\"attachment-full size-full\" alt=\"Brilliant Web-to-Lead for Salesforce\" srcset=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Brilliant-Web-to-Lead-for-Salesforce.jpg 969w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Brilliant-Web-to-Lead-for-Salesforce-300x160.jpg 300w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Brilliant-Web-to-Lead-for-Salesforce-768x411.jpg 768w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/Brilliant-Web-to-Lead-for-Salesforce-620x331.jpg 620w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/>                        <\/div>\n<\/div>[vc_empty_space height=&#8221;38px&#8221;][vc_column_text]In case you don\u2019t have a form plugin and you don\u2019t want to install one just to have to use an addon or an additional plugin to then connect it to Salesforce, don\u2019t worry. Salesforce has its own form creation wizard, and thanks to the <a href=\"https:\/\/wordpress.org\/plugins\/salesforce-wordpress-to-lead\/\" target=\"_blank\" rel=\"noopener\">Brilliant Web-to-Lead for Salesforce<\/a> plugin, you can use it in your WordPress website.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]The plugin\u2019s simple yet powerful premise is what landed it a place on our list of <a href=\"https:\/\/qodeinteractive.com\/magazine\/wordpress-crm\/\">top CRM plugins for WordPress<\/a>. <strong>It lets you create a form from scratch, connect your WordPress website to your Salesforce account, and seamlessly send contact form submissions to WordPress.<\/strong> You\u2019ll get to customize the contact form completely \u2013 you\u2019ll have to use CSS to customize the looks, though \u2013 and deploy it using shortcode.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]<strong>The plugin is free to use.<\/strong> You can request premium support, and you\u2019ll need a Salesforce account to use it, but other than that you\u2019ll have no additional expenses.[\/vc_column_text][vc_empty_space height=&#8221;68px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\"><a id=\"woocommerce-salesforce-plugin\"><\/a>WooCommerce Salesforce Plugin<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;21px&#8221;]<div class=\"qodef-single-image-holder   qodef-has-border \">\n    <div class=\"qodef-si-inner\" >\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"969\" height=\"518\" src=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WooCommerce-Salesforce-Plugin.jpg\" class=\"attachment-full size-full\" alt=\"WooCommerce Salesforce Plugin\" srcset=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WooCommerce-Salesforce-Plugin.jpg 969w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WooCommerce-Salesforce-Plugin-300x160.jpg 300w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WooCommerce-Salesforce-Plugin-768x411.jpg 768w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WooCommerce-Salesforce-Plugin-620x331.jpg 620w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/>                        <\/div>\n<\/div>[vc_empty_space height=&#8221;38px&#8221;][vc_column_text]While contact forms are what you\u2019d usually use to connect your WordPress website and Salesforce, it\u2019s 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 <a href=\"https:\/\/wordpress.org\/plugins\/woo-salesforce-plugin-crm-perks\/\" target=\"_blank\" rel=\"noopener\">WooCommerce Salesforce Plugin<\/a> to connect it to Salesforce.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]The plugin will let you map WooCommerce fields to Salesforce Object fields.<strong> 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.<\/strong> You get all that with the free version of the plugin.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]If you opt for the Premium version \u2013 which starts at $119 \u2013 you\u2019ll get to <strong>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\u2019 email addresses and phone numbers.<\/strong>[\/vc_column_text][vc_empty_space height=&#8221;68px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\"><a id=\"wp-fusion-lite\"><\/a>WP Fusion Lite<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;21px&#8221;]<div class=\"qodef-single-image-holder   qodef-has-border \">\n    <div class=\"qodef-si-inner\" >\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"969\" height=\"518\" src=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WP-Fusion-Lite.jpg\" class=\"attachment-full size-full\" alt=\"WP Fusion Lite\" srcset=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WP-Fusion-Lite.jpg 969w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WP-Fusion-Lite-300x160.jpg 300w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WP-Fusion-Lite-768x411.jpg 768w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/08\/WP-Fusion-Lite-620x331.jpg 620w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/>                        <\/div>\n<\/div>[vc_empty_space height=&#8221;38px&#8221;][vc_column_text]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 <a href=\"https:\/\/wordpress.org\/plugins\/wp-fusion-lite\/\" target=\"_blank\" rel=\"noopener\">WP Fusion Lite<\/a>, you can do it easily and free of charge.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]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 \u2013 including Salesforce. <strong>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.<\/strong>[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]If you decide to use the full version of the platform, you\u2019ll see a completely different side to the plugin. <strong>For starters, you\u2019ll be able to connect your CRM platform to over a hundred WordPress plugins, which means that you\u2019ll be able to get a wider variety of data.<\/strong> 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.[\/vc_column_text][vc_empty_space height=&#8221;68px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\"><a id=\"ninja-forms-contact-form\"><\/a>Ninja Forms Contact Form<\/h2>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;21px&#8221;]<div class=\"qodef-single-image-holder   qodef-has-border \">\n    <div class=\"qodef-si-inner\" >\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"969\" height=\"518\" src=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/06\/Ninja-Forms.jpg\" class=\"attachment-full size-full\" alt=\"Ninja Forms\" srcset=\"https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/06\/Ninja-Forms.jpg 969w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/06\/Ninja-Forms-300x160.jpg 300w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/06\/Ninja-Forms-768x411.jpg 768w, https:\/\/qodeinteractive.com\/magazine\/wp-content\/uploads\/2021\/06\/Ninja-Forms-620x331.jpg 620w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/>                        <\/div>\n<\/div>[vc_empty_space height=&#8221;38px&#8221;][vc_column_text]We\u2019ve 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\u2019ve included the <a href=\"https:\/\/wordpress.org\/plugins\/ninja-forms\/\" target=\"_blank\" rel=\"noopener\">Ninja Forms Contact Form<\/a> plugin.[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]With over a million active installations, Ninja Forms probably doesn\u2019t need a special introduction. It\u2019s one of the top form builders for WordPress,<strong> it\u2019s drag-and-drop which means it\u2019s 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.<\/strong>[\/vc_column_text][vc_empty_space height=&#8221;28px&#8221;][vc_column_text]Then, when you purchase the addon for $49 or up, you\u2019ll get to connect Ninja Forms with Salesforce. <strong>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<\/strong>. That\u2019s it.[\/vc_column_text][vc_empty_space height=&#8221;68px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2 class=\"qodef-h4\">Let\u2019s Wrap It Up!<\/h2>\n<p>[\/vc_column_text][vc_column_text]Salesforce is an incredibly useful tool for anyone who needs to keep track of a growing number of customers and their information. It\u2019s 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\u2019s supported by your Salesforce account edition.<br \/>\n[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Need a way to bring Salesforce and WordPress together? There are a couple of plugins that can help you do it &#8211; we&#8217;ll show you five of the best ones!<\/p>\n","protected":false},"author":9295,"featured_media":28251,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[15,131,39,13],"class_list":["post-28181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resources","tag-plugins","tag-salesforce","tag-tools","tag-wordpress"],"_links":{"self":[{"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/posts\/28181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/users\/9295"}],"replies":[{"embeddable":true,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/comments?post=28181"}],"version-history":[{"count":0,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/posts\/28181\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/media\/28251"}],"wp:attachment":[{"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/media?parent=28181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/categories?post=28181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/qodeinteractive.com\/magazine\/wp-json\/wp\/v2\/tags?post=28181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}