Integrate Salesforce with contact forms

Integrate Salesforce with your Form block to capture leads from your website in Salesforce. In this guide, you will learn how to enable the Salesforce integration and map the form fields on your site to Salesforce Leads.

This feature is available on sites with the WordPress.com Business and Commerce plans, and the legacy Pro plan. If you have a Business plan, make sure to activate it. For sites on the Free, Personal, and Premium plans, upgrade your plan to access this feature.

You can enable the Salesforce integration directly from any form you’ve added to your site. Before you get started, make sure you have your Salesforce Organization ID. Find your Salesforce Organization ID or ask your Salesforce admin for it.

Once you have your Salesforce Organization ID, follow these steps to enable the Salesforce integration:

1. Create or edit a contact form on your site.
2. Select List View in the top-left corner of the editor. It’s the icon that looks like three horizontal lines above each other.
3. Locate the Form block in the List View and click on it.

4. In the Form block settings on the right side of the screen, locate the Integrations section.

5. In the Integrations section, click the “Manage integrations” button.
6. Click the Salesforce integration, and add your Salesforce Organization ID.

7. Enable the toggle on the right, and click the X at the top-right to close the window.

Your Salesforce integration is now active. Make sure to set up your form field mapping next, so your form fields will map to the Salesforce Leads.

The Salesforce integration only applies to the form you have activated the integration on. You can repeat the steps to enable the Salesforce integration for other forms on your site.

To deactivate the Salesforce integration on any form, edit the form with the integration and disable the toggle to the right of the integration.

In addition to enabling the Salesforce integration, you will want to make sure that your website’s form fields are mapped to the Salesforce Leads fields. Doing so will ensure that Salesforce can correctly identify and save the information in the right place. You will use the Name/ID field in a form field’s settings to map your form fields to the Salesforce Leads fields.

Follow these steps to map your form fields to the Salesforce Leads fields:

1. Edit the form you enabled the Salesforce integration on.
2. Select List View in the top-left corner of the editor. It’s the icon that looks like three horizontal lines above each other.
3. Locate the Form block and click the arrow to the left of it to expand the list of form fields in the form.
4. Click the form field you want to modify the Name/ID for.
5. In the form field settings on the right side of the screen, click to expand the Advanced section.
6. In the field below Name/ID, add the field name you want to map to a Salesforce Lead field.
7. Click Save or Publish in the top-right of the editor to save your changes.

Once you’ve set up your fields, visit your published site and test the form. You should see the new Leads in your Salesforce Leads List View Home.

Use the following list of Salesforce Lead names in the Name/ID section of a field’s settings to map your form fields on your website to Salesforce. You are not required to use every field, but you want to make sure you’ve properly mapped the fields you have used to their Salesforce Lead counterpart:

• first_name
• last_name
• email
• company
• city
• country_code
• state_code
• salutation
• title
• url
• phone
• mobile
• fax
• street
• zip
• country
• state
• description
• lead_source
• industry
• rating
• revenue
• employees
• Campaign_ID
• member_status
• emailOptOut
• faxOptOut
• doNotCall

Learn more about Salesforce Lead creation and their Web-to-Lead feature.