How to Send Easy Digital Downloads Orders to Salesforce

Salesforce is a CRM that helps you manage contacts and track interactions. Getting Easy Digital Downloads order data into Salesforce does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

The direct approach

AFI delivers order data straight from WordPress to Salesforce. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Easy Digital Downloads installed and configured.
• 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 Easy Digital Downloads to Salesforce.

2. Pick your trigger

Select Easy Digital Downloads as the form provider. AFI fires when a purchase is completed, giving you access to customer details, product information, payment data, and download links.

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 Easy Digital Downloads field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain purchases? Set up a conditional rule. For example, only sync completed payments or specific products.

6. Save and test

Click Save Integration. Place a test purchase in your Easy Digital Downloads store. 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 orders. Pro adds custom field mapping and lead assignment. No per-order fees on any plan.

Frequently asked questions

Which Easy Digital Downloads events trigger the integration?

AFI fires when a purchase is completed. This covers new sales, including customer details and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the purchase is processed. Your customers complete checkout normally without any delay.

Can I send purchases to multiple platforms?

Yes. Create a separate integration for each destination, and every purchase flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Easy Digital Downloads to Salesforce in minutes.