WordPress formbuilders come with a lot of features to build forms visually without code. However, when it comes the integration of WordPress with Salesforce popular plugins like Gravity Forms, a lot of extra steps are involved. Here’s how to connect ANY form on WordPress to Salesforce using the Sawfish Plugin.
WP Forms, Ninja Forms, Formidable and Contact Form 7 plugin provide users with a drag and drop interface to add fields. In order to add more features users are prompted to get more add-ons. Here’s a frustrated designer describing their experience with one of these form plugins.
Set up a WordPress form integration with Salesforce
Sawfish Plugin sets up a live connection between your WordPress website and your Salesforce instance. One hand you can show your latest object records like Contacts, Cases on WordPress. With the connection set up, you can also send information to Salesforce.
For instance, you can create a Web-to-Case form on WordPress, either using an existing form or with any of the form builders like Gravity or WP forms.
Create a Salesforce WordPress form on Contact Form 7
For the example we will build the setup on Contact form 7. Similar functions can be done for any form that lets you add the action URL or webhook information.
Create a new page and add the Sawfish submit shortcode. This sets up the url to collect form fields:
[submitsforce]
Now after creating the form, set the webhook url as the page url. This is where we entered the shortcode before.
All set! Now the form entries will pass through the new submit page and directly to Salesforce.
Need help setting it up? Just send us a quick email and we’ll set up this feature for you site in minutes! No extra charges. 🙂