Integrating WordPress and Salesforce is a great way to increase your productivity, allowing you to automate tasks, generate leads, manage contacts, and more. The more automated you can make your workflow, the more productive you’ll be – and that applies to everything from your choice of web host to the WordPress plugins you connect with …
Here are highlights from article 8 Ways to Integrate WordPress with Salesforce | Salesforce Ben
1. Plugin vs. Third-Party Connection Service
– WordPress plugins directly integrate with Salesforce
– Third-party services like Zapier or Automate.io act as intermediaries
2. Lead Generation
– Use Gravity Forms or another form plugin to automatically create leads in Salesforce from form submissions
3. Contact Management
– Integrate form plugin with Salesforce to automatically create contacts in Salesforce from form submissions
4. Case Creation
– Automatically create cases in Salesforce from form submissions to efficiently manage customer support or service requests
5. Improve Efficiency with Conditional Logic
– Leverage conditional logic features in form plugins to create dynamic forms based on user selections
6. Collect Files
– Use form plugin’s file upload system to collect files from users instead of relying on email attachments
7. Feedback and Survey Forms
– Utilize form plugins to gather feedback and conduct surveys, with the data directly integrated into Salesforce
8. Payment Integration
– Integrate payment plugins with Salesforce to automate payment processing and record transactions
You can read it here: https://sfdc.blog/xJSjZ
Source from salesforceben(dot)com