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Zapier makes it easy to integrate Salesforce with WPForms - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
WPForms
WPForms
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in WPForms.
You’re connected!
Zapier seamlessly connects Salesforce and WPForms, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Salesforce and WPForms with AI agents and code
Beyond Zap workflows. Call Salesforce and WPForms actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and WPForms actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
API Request (Beta)
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Salesforce and WPForms
Automatically log WPForms submissions in Salesforce records
Whenever a WPForms entry is submitted, Zapier updates the relevant record in Salesforce. This keeps your CRM data in sync with your website submissions, ensuring accurate and up-to-date information for better decision-making.
Zapier keeps your lead tracking organized by instantly logging new leads in Salesforce each time specific WPForms are filled out. This simplifies lead routing and accelerates response times for incoming opportunities.
When someone submits a form on your website using WPForms, Zapier automatically creates a lead in Salesforce. This removes the need to manually copy data and ensures all inquiries are promptly saved in your CRM for follow-up, saving hours of manual entry.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Salesforce to WPForms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + WPForms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and WPForms
How do I integrate Salesforce with WPForms?
To integrate Salesforce with WPForms, you'll need to use Zapier as a connector between the two applications. You can set triggers in WPForms when a form is submitted and configure actions in Salesforce to create or update records based on the submitted data.
What triggers are available in WPForms for Salesforce integration?
WPForms supports triggers such as 'New Form Entry' which gets activated whenever someone fills out a form. This trigger can then initiate various actions in Salesforce, like creating a new lead or updating an existing contact.
Can I update existing records in Salesforce using WPForms submissions?
Yes, when integrating WPForms with Salesforce, you can map form fields to existing Salesforce records. Set up an action that updates the record details every time a form submission matches certain criteria or identifiers.
Is it possible to create custom objects in Salesforce from WPForms entries?
Absolutely, through our integration setup, you can design actions within Zapier that allow new custom objects to be created in Salesforce each time a specified triggering event occurs in WPForms.
How do I handle duplicate entries during integration?
To manage duplicates during integration, we recommend setting filters and conditions within your Zapier workflow that check for existing records before creating new ones. You can also set your actions to update existing entries instead of creating new ones.
What kind of data mapping is necessary for this integration?
Data mapping involves matching fields from WPForms submissions to corresponding fields in Salesforce. Accurate mapping ensures that all relevant customer information is correctly transferred and recorded during the integration process.
Are there limits on the number of form entries that can be processed by this integration?
Typically, processing limitations depend on your plan's allocation within both Zapier and Salesforce. It's essential to review your account limits on tasks and API requests to ensure seamless data transfer without interruptions.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
