Table of contents

Why connect?Common use cases1. Use a plugin2. Integrate using Zapier or Make3. Use native web-to-lead forms4. Connect via REST API5. Push WooCommerce6. Connect users7. Track eventsChoosing the methodFAQsNext stepsAdditional resources

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WordPress Guide → Build → Integrate WordPress and Salesforce

How to integrate WordPress and Salesforce

WordPress powers your website. Salesforce powers your CRM. When you connect the two, you can streamline lead capture, automate marketing, and sync customer data without lifting a finger.

Let’s look at the most effective ways to integrate WordPress and Salesforce—whether you’re using forms, WooCommerce, or custom development.

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Why connect WordPress and Salesforce?

Connecting WordPress and Salesforce lets you capture leads, form submissions, and customer data from your website and sync it directly into your CRM for better follow-up and reporting. It helps teams automate workflows, reduce manual data entry, and keep sales and marketing aligned with real-time website activity.

Key benefits of integrating:

Centralized lead management. Form submissions, newsletter signups, and contact requests from WordPress flow directly into Salesforce, so nothing gets lost or overlooked.
Reduced manual data entry. Automatic syncing removes the need to copy and paste data between systems, which saves time and reduces errors.
Faster sales follow-up. New leads appear in Salesforce in real time, allowing sales teams to respond while interest is still high.
Better marketing attribution. You can tie website activity, campaigns, and content performance to specific leads and opportunities inside Salesforce.
Improved customer experience. Sales and support teams see a complete picture of a user’s interactions, including website touchpoints, before engaging.
Scalable automation. As traffic and lead volume grow, the integration continues working without adding more administrative overhead.

Common integration use cases

Depending on your site’s purpose, integration could support:

Contact and newsletter form submissions
WooCommerce orders and customer data
Membership site registrations and renewals
Event or webinar signups
Logged-in user dashboards that pull CRM data

7 methods of integrating WordPress and Salesforce

1. Use a WordPress-to-Salesforce plugin

If you’re working with contact forms in WordPress, plugins are the easiest integration method. Two popular choices include:

WPForms + Salesforce addon – Offers a drag-and-drop builder and direct Salesforce mapping.
Gravity Forms Salesforce addon – Includes conditional logic and field-to-object mapping.

To set up:

Install and activate the form plugin and its Salesforce addon.
Authenticate with Salesforce using your API credentials.
Choose your Salesforce object (Lead, Contact, Opportunity, etc.).
Map form fields to Salesforce fields.
Test your form to make sure data flows as expected.

2. Integrate Salesforce using Zapier or Make

Automation platforms like Zapier and Make let you connect WordPress and Salesforce without custom code. You just choose triggers and actions.

Example workflows:

When a form is submitted → create a Lead in Salesforce.
When a WordPress user registers → update a Salesforce Contact.
When a WooCommerce order is completed → create an Opportunity.

This approach is ideal for marketers and non-dev teams who want flexibility.

3. Use native Salesforce web-to-lead forms

Salesforce lets you create HTML forms that send data directly to your CRM. These are called web-to-lead forms.

To use them:

In Salesforce, go to Setup → Web-to-Lead → Create Web-to-Lead Form.
Choose your fields and generate the HTML.
Paste the form code into a WordPress post, page, or HTML widget.
Optionally style the form using CSS.

Limitations:

No built-in spam protection
No analytics, confirmation messages, or redirect logic
No form customization without code

4. Connect WordPress and Salesforce via REST API

This method is for developers or technical teams who want full control over how WordPress and Salesforce exchange data.

Here’s a simplified process:

In Salesforce, create a Connected App and enable OAuth.
Use the Salesforce REST API to authenticate and obtain a token.
In WordPress, use wp_remote_post() or wp_remote_get() to interact with Salesforce.
Handle data using hooks like wp_insert_post or user_register.

This method lets you:

Work with any object (including custom objects)
Handle large-scale data operations
Customize sync direction and frequency

5. Push WooCommerce data into Salesforce

If your site uses WooCommerce, you can sync order and customer data with Salesforce to improve sales workflows and reporting.

Options include:

The Salesforce Integration for WooCommerce plugin
Zapier or Make workflows triggered by WooCommerce events.
A custom API integration using WooCommerce webhooks and Salesforce REST API.

Features you can automate:

Create a Lead or Opportunity when someone checks out
Update inventory levels
Add products to Salesforce as custom objects or assets
Tag customers for marketing campaigns

6. Connect WordPress users and membership data

If you run a membership site or online course, you can sync user behavior and profile data to Salesforce. Useful for tracking engagement, retention, and upgrades.

Tools that help:

WP Fusion – Connects user data to dozens of CRMs including Salesforce.
WP Webhooks – Send user registration, login, or update events to external services.
Custom code using the user_register or profile_update hooks in WordPress.

You can:

Segment contacts based on membership level
Send onboarding emails through Salesforce
Score user engagement based on login frequency

7. Track events and analytics with Salesforce Marketing Cloud

If you use Salesforce Marketing Cloud, you can track WordPress user behavior and sync it with your campaigns.

Options:

Use GTM to install Marketing Cloud’s JavaScript SDK.
Track blog visits, downloads, or button clicks.
Use automation journeys to trigger emails or ads.

You can also use WP hooks or events to push subscriber data to Marketing Cloud.

Choosing the right integration method

With so many options, here’s how to pick the best one based on your needs:

Integration Type	Tools Needed	Skill Level	Best For
Plugin-based	WPForms, Gravity Forms	Beginner	Basic lead capture
Automation platforms	Zapier, Make	Beginner	Form-to-lead workflows
Native Salesforce forms	HTML embed	Beginner	Lightweight capture, no plugins
WooCommerce sync	WooCommerce Integration plugin	Intermediate	Ecommerce customer workflows
REST API	Custom code, OAuth	Advanced	Custom objects, data pipelines

WordPress + Salesforce integration FAQs

Yes, Salesforce integrates with WordPress in multiple ways—using plugins, APIs, automation tools like Zapier, or native web-to-lead forms. The best option depends on your technical skill and business needs.

You can use form plugins like WPForms or Gravity Forms, automation platforms like Zapier or Make, or embed Salesforce-generated forms directly into your site. Developers can also use the Salesforce REST API for full control.

Yes. WooCommerce can be connected to Salesforce using official plugins, automation platforms, or custom API scripts. This lets you sync customer, order, and product data to manage leads and sales pipelines.

Next steps for integrating WordPress and Salesforce

Integrating WordPress and Salesforce helps streamline lead management, personalize user journeys, and automate marketing—all from the tools you already use.

If you’re just starting out, try a plugin like WPForms or a Zapier workflow to get basic data flowing into your CRM.

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