How to Send WPForms Submissions to Salesforce

Salesforce is a CRM that helps you manage contacts and track interactions. Here is how to pipe WPForms submissions straight into Salesforce using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to Salesforce. No task meter, no monthly bill.

What you will need

• A WordPress site with WPForms installed and at least one form.
• A Salesforce account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Salesforce to AFI

Salesforce uses OAuth 2.0 for authentication. In AFI → Settings → Salesforce, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WPForms to Salesforce.

2. Pick your trigger

Select WPForms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Salesforce as the destination

Choose Salesforce from the platform dropdown and pick Add Lead. This creates a lead in Salesforce.

4. Map fields

Match each Salesforce field on the left to the corresponding WPForms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your WPForms form and submit. Check Salesforce to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, company, and phone to Salesforce with unlimited submissions. Pro adds custom field mapping and lead assignment. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple WPForms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect WPForms to Salesforce in minutes.