Integrate Salesforce with WordPress

Appy Pie Connect allows you to automate multiple workflows between Salesforce and WordPress

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

Want to explore Salesforce + WordPress quick connects for faster integration? Here’s our list of the best Salesforce + WordPress quick connects.

Explore quick connects

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Connect Salesforce + WordPress in easier way

It's easy to connect Salesforce + WordPress without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete User

    Deletes an existing user.

How Salesforce & WordPress Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick WordPress as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to WordPress.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and WordPress

WordPress is a famous content management system that comes with many powerful features. It is an open source top that serves as a platform for creating websites and blogs. WordPress is the only CMS that powers more than 60 million web pages. The great thing about using WordPress is that it can be used for free. This means that you don’t have to pay anything in order to use this software to create your website.

Salesforce is also a popular software that has helped countless companies and organizations to achieve their goals. With this software, sales, marketing, support and service can be done in one place. This means that you can have all your customer data in one place. Salesforce can be integrated with a number of other applications including Google Analytics, NetSuite, Zendesk, etc. This integration of Salesforce with WordPress is what we will be discussing here.

WordPress has various plugins which allow you to add different features to your website or blog. One of the best features which you can add is the integration of Salesforce with WordPress. You can integrate these two platforms by using the fplowing plugins:

Salesforce Connect. This plugin allows you to connect Salesforce with WordPress and display its data on your WordPress pages.

This plugin allows you to connect Salesforce with WordPress and display its data on your WordPress pages. S2Member. With this plugin, you can integrate WordPress with Salesforce to create a membership site.

There are many benefits of integrating Salesforce with WordPress. In this section, we will discuss some of the advantages of this integration.

  • Easy Setup. Both Salesforce and WordPress come with easy to use interfaces. This means that setting up these two platforms is not complicated at all. If you want to set up Salesforce with WordPress, then you need to fplow the instructions given below:

  • First, install the Salesforce Connect plugin on your website.
  • Next, log into your Salesforce account and click on the ‘Connected Apps’ tab. Here, you need to copy the unique app ID and paste it into the Settings > Salesforce Connect menu section in WordPress. This will connect both your Salesforce and WordPress accounts. Now whenever you create a new lead in Salesforce, it will automatically add it to your WordPress database too.
  • Once you have connected both these platforms, you can create your first lead in Salesforce and check if it shows up on your WordPress page as well.
    • Easy Management. With the integration of both these systems, data management becomes simple. If there is any change in your information across both platforms, then it will automatically update itself on the other platform as well. For example, if you change your email address in Salesforce, then it will automatically change the same email address in your WordPress page as well. These changes will reflect on your website almost instantly. The only thing that you need to do is to make sure that both these platforms are connected properly after making any changes in either of them.
    • SEO Benefits. As discussed earlier wordpress is a popular content management system which powers millions of websites around the world. Since this platform is so popular and trusted, it has a lot of positive SEO benefits. When you integrate Salesforce with WordPress, the information about both these platforms will be included in each other’s webpages and blogs. This will increase your search engine ranking which will help you get more website traffic as well as customers for your business or organization. If you want to know how to optimize your website for SEO, then you should read our infographic which provides easy tips for search engine optimization (SEO.
    • Simplified Communication. When you integrate both these platforms together, there is no need for separate emails or databases for each platform. If you want to communicate with any of your leads, then you can do that from the same interface where all of your customer information resides. If you want to fplow up with your leads or customers, then all you need to do is reach out through a single channel rather than logging into multiple accounts to get updates about them or contact them through a separate email account or phone number. This way, there will be proper communication between your sales team and your customers and this will help you close more deals faster too!

    The process to integrate Salesforce and WordPress may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm