This article explains how to set up a WordPress or Wix Forms-Salesforce integration. For Pipedrive, Copper, or HubSpot, see here.
💡 You need to have API access rights on Salesforce and be on the Professional plan or above to connect forms with Salesforce.
Supported WordPress forms:
Contact Form 7
Gravity Forms
Elementor Forms
Contact support if you'd like us to add a connection to another form
Supported Wix forms:
Wix form sync is supported for websites built using the classic builder. Forms built on the new Wix Studio builder are not supported.
How to record form submissions in Salesforce
1. Choose your apps
To get started head to Outfunnel > App connector and select your apps.
2. Authenticate your apps
WordPress:
Choose the WordPress form and click Configure
Install the Outfunnel WordPress plugin
Add the tracking id, account email, API key, and activate the plugin
Confirm the installation and then click on Create connection
Wix:
Choose Wix forms and click Authenticate
Choose the site to connect first. You can add other sites later.
Click Create connection
3. Choose the form
If you don't see the desired form then click on "Refresh fields" button. If you still don't see it then ensure the right site or plugin is connected.
For troubleshooting see here.
4. Map the fields
Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in Salesforce, simply create it and click on "Refresh list".
5. Define how you'd like form submissions to be recorded
Base action: a lead will always be created first
Additional actions: choose to create an activity, note, or update a field.
6. Activate connection
Fill in another test submission to test if everything is working as expected. The form submission is recorded in Salesforce within 30 seconds.
For troubleshooting see here.
How to enable web tracking for leads that fill in the form?
With Outfunnel's web tracking functionality, you can discover how the lead landed on your website, which web pages they visited before filling in the form, and track their future visits.