MailOptin: Best Salesforce WordPress Plugin
Create email sign-up forms in WordPress that integrate with Salesforce. Connect WooCommerce and various contact form, membership, and LMS plugins to your Salesforce account.
Salesforce Signup Forms. Done Right
Your Salesforce WordPress plugin should do two things well: connect without hassle and give you enough control to build the form experience your audience actually deserves. MailOptin does both, letting you create lead capture forms on your WordPress site that feed directly into your Salesforce audience, contact, or email list.
Multiple Optin Displays
Target Smarter with Salesforce and MailOptin
The Best Salesforce WordPress Plugin
Scale Marketing With Our Salesforce Integration
MailOptin integrates WordPress with Salesforce, making it easy to add new subscribers from your created optin forms. It automatically sends leads, tags, contact information, and custom data directly to Salesforce.
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Connect Optin Forms to Salesforce
Add a Salesforce integration to your WordPress optin form created with MailOptin and send subscriber data to your email list with every submission.
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Custom Fields Mapping
Easily connect form fields to Salesforce custom fields to make sure data is sent correctly for better targeting.
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Add Tags Automatically
If Salesforce supports it, assign one or more tags to new subscribers after they submit the form.
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Select List to Join
Let your leads, contacts, or registering users select the Salesforce audience or email list they want to subscribe to.
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Double Optin Support
If Salesforce supports it, enable confirmation emails for each subscriber to ensure they have actively opted in.
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Content Locking
Restrict access to certain parts of your WordPress content for Salesforce subscribers only.
Common Use Cases of Salesforce Integration in MailOptin
Grow Your Salesforce Email List: Display targeted popups, slide-ins, notification bars, sidebar forms, and inline opt-ins to convert website visitors into email subscribers and customers
E-commerce Customer Engagement: Use the WooCommerce integration to target customers with specific offers and Salesforce signup forms based on their cart contents, purchase history, or total spending, enhancing customer loyalty and driving sales
Sync Form Submissions to Your CRM: Connect Gravity Forms, Contact Form 7, WPForms, Ninja Forms, Elementor Forms, Fluent Forms, Formidable Forms, WS Form, and other form plugins to automatically send new leads to your Salesforce account.
Automate Customer & Member Onboarding: Instantly add new WooCommerce customers, MemberPress members, Paid Memberships Pro subscribers, Ultimate Member users, GiveWP donors, and Easy Digital Downloads customers to your Salesforce email lists.
Nurture Students from Your LMS: Subscribe students from LearnDash, LifterLMS, and Tutor LMS to Salesforce and segment them based on their enrolled courses.
Salesforce & WordPress – Frequently Asked Questions
Salesforce is a CRM platform that helps businesses manage sales, marketing, customer service, commerce, and customer data from a single platform. It enables teams to track leads, automate workflows, personalize customer interactions, and gain insights with AI-powered analytics and reporting.
To connect Salesforce to WordPress, install and activate MailOptin, then connect your Salesforce account using an API key or OAuth. Next, create an email signup form or popup in MailOptin and select Salesforce as an integration. Once configured, new subscribers collected through your WordPress forms are automatically added to your chosen Salesforce list.
No technical knowledge is required. The Salesforce integration in MailOptin is designed to be user-friendly, making it easy to set up and manage your data connections.
Get the Best Salesforce WordPress Form Builder Today!
Stop letting your warmest leads slip away, and start making money with MailOptin by connecting your optin forms and WordPress website to Salesforce.