How to Create Salesforce WordPress Forms to Capture Leads

Do you want to create a Salesforce WordPress form to add leads, contacts, accounts, and subscribers to your Salesforce account?

Salesforce is a CRM (customer relationship management) platform that helps businesses track and manage customer interactions. With a Salesforce WordPress form, when someone fills out your form, their information will be automatically added to your Salesforce account.

In this tutorial, we will learn how to integrate WordPress with Salesforce so you can create optin forms to capture and save leads and information to your account using our powerful Salesforce WordPress plugin, MailOptin.

First, please make sure you’ve connected your Salesforce account to MailOptin.

Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.

Enter a title for the campaign, select the optin type (for this tutorial, we’ll choose Lightbox), and click the optin form design you want.

You will then be redirected to the form builder, with options and the flexibility to customize the optin form to your heart’s content.

MailOptin WordPress Optin form builder

Next, open the Integration panel. Select Salesforce as the integration and the Salesforce object to add leads to. MailOptin supports popular objects (such as Contact, Lead, Account, Campaign, Opportunity, Product, and Case) and any custom object in your account.

See: Adding Extra Fields to Your Optin Form

Click on “Map Custom Fields” to map any form field to any fields belonging to the selected Salesforce Object.

Navigate to the “Display Rules” panel. If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, check “Globally load optin” Otherwise, use the page-level targeting and triggers to determine how and where the opt-in will be shown on your site.

MailOptin display rules and targeting Page level targeting of optin forms

Finally, save the changes. Preview your website, and you should see the optin displayed. If it doesn’t show up, clear your website and browser cache.

You can follow the guide below to learn how to create other popular email opt-in forms. And remember to select Salesforce in the Integration panel.

Creating Salesforce WordPress forms is an excellent way for businesses to capture more leads, improve their sales process, and increase sales. To enhance your business’s lead generation and sales process, consider creating Salesforce WordPress forms using MailOptin.

Tags: salesforce