Supported CRMs

Salesforce

Available on

Starter, Growth, Basic, Professional, Scale

Note: You need to have API access rights on Salesforce and be on Professional plan and above to connect forms with Salesforce.

This article covers:

Supported WordPress forms:

  • Contact Form 7

  • Gravity Forms

  • Elementor Forms (in beta)

  • WP Forms (Coming in 2022)

  • Ninja Forms (Coming in 2022)

  • Contact support if you'd like us to add a connection to another form

Supported Wix forms:

  • All Wix forms

How to record form submissions in Salesforce

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App connector, select Salesforce and authenticate it.

2. Depending on the form the authentication flow varies.

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

  • Follow the instructions in the pop-up

  • Click Create connection

2. Select the form you'd like to track and select which fields or custom fields you’d like to sync to Salesforce with field mapping. If the field does not yet exist in Salesforce, you need to pre-create this first.

If you don't see the form or new fields appearing, please submit the form with dummy data and click "Refresh fields".

4. Finally, define how you’d like form submissions to be recorded in Salesforce. Currently, Outfunnel can create a task but we'll be adding the option to create activities and update a custom field soon.

5. Click on Activate to put the connection live. Fill in a test submission to see the information appear in Salesforce. The form submission is recorded in Salesforce within 30 seconds:

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.

To enable web tracking, simply add your account's unique tracking Id in Outfunnel's WordPress plugin, if you didn't already at first setup. The tracking Id can be found on the Web tracking page and looks similar to this: 5f0eoefy665887112t6f24ee.

Once implemented, simply fill in a test form submission so that Outfunnel can identify the lead for web tracking purposes. An activity showing the visited pages and source/medium data will show in Salesforce 30 minutes after a visit (coming soon)

Please note:

  • As you have already installed Outfunnel's WordPress plugin, you do not need to add the code again. Simply add the unique tracking Id

  • Once the tracking id is added, the identification is enabled by default.


Find out how many events have synced

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when were events last synced and which events have been synced. Please note that each event counts towards your billing quota.


Common reasons why the connection may not be working

See here for common reasons why form sync may not be working


Tips, observations, and useful definitions

💡 Outfunnel creates a "Form Fill" task in Salesforce automatically. Once a form is filled, a "Form Fill" activity is recorded for the contact in Salesforce including the submission details

💡 Web tracking activity is synced to Salesforce with a 30-minute delay. While the web visit appears under the Outfunnel visitor feed almost immediately, it's synced to Salesforce with a 30-minute delay to ensure that the entire session is listed under a single activity. (coming soon)

💡 Outfunnel creates a lead in Salesforce if the lead does not yet exist in Salesforce already. Data from all the fields will be synced over according to your field mapping.

💡 Existing lead fields are not updated. If the lead already exists in Salesforce, Outfunnel will not update its fields. The full form submission is available in the created activity.

💡 Edit settings any time. You can change these settings at any time by clicking on the Edit button on the Connection under App connector.

Our support team is ready to help in case of any issues — simply reach out via the in-app chat.

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