How to Send FormCraft Submissions to Salesforce

Salesforce is a CRM that helps you manage contacts and track interactions. FormCraft makes it easy to build conversational forms, but sending data to external platforms needs an integration. AFI bridges that gap to Salesforce.

Why not just use Zapier?

For connecting FormCraft to CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with FormCraft 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 FormCraft to Salesforce.

2. Pick your trigger

Select FormCraft 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 FormCraft 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 FormCraft 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 success message without any delay.

Can I connect multiple FormCraft forms?

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 FormCraft to Salesforce in minutes.