Plugin
Updated
Everest Forms Salesforce
Everest Forms Salesforce is an add-on plugin by WPEverest that connects Everest Forms to your Salesforce CRM. When a visitor submits a form, the entry is sent to Salesforce automatically, so lead details land in your CRM without anyone copying them over by hand.
- Version
- 1.0.4
- Released
- Mar 24, 2026
- Developer
- Everest Forms
- Type
- WordPress plugin
- Requires
- Everest Forms
- Licence
- GPL
- Included in
- Every plan, or $0.79 on its own
What’s new in Everest Forms Salesforce 1.0.4
Version 1.0.4 · Mar 24, 2026
Latest
- ImprovedRefactor Everest Forms Global Settings.
- FixedMultiple license hit.
What it does
Many sites collect leads through contact or quote forms, then someone has to retype those entries into Salesforce. That step is slow and easy to get wrong. This add-on removes it by passing each submission straight from your Everest Forms forms into Salesforce as soon as the form is sent. Because it extends Everest Forms, you need that plugin running on your site, and the integration works with the forms you already build there.
Setup centers on field mapping. You decide which form field goes to which Salesforce field, and you choose whether the entry becomes a Lead, a Contact or an Opportunity. That lets a newsletter form create Contacts while a quote request creates Opportunities, for example. The settings are managed from a dashboard inside WordPress with no coding required, which suits sales and marketing teams that want their website forms feeding the CRM records they already work from.
Best for
- Businesses that manage leads and customers in Salesforce
- Sites already building their forms with Everest Forms
- Agencies connecting client contact forms to Salesforce CRM
Features
Automatic submission sync
Form entries from Everest Forms are sent to Salesforce automatically, so your team no longer has to copy lead details into the CRM by hand.
Flexible field mapping
Match each form field to the Salesforce field you want it stored in, so names, emails and other details end up in the right place.
Leads, Contacts or Opportunities
Choose which Salesforce object a form creates. Send submissions in as Leads, Contacts or Opportunities depending on what each form is for.
Real-time data transfer
Salesforce records are created or updated as soon as a visitor submits a form, so new inquiries show up in the CRM right away.
No-code setup
Configure and manage the connection from a dashboard in WordPress without writing any code or editing template files.
Fuller contact records
Capture detailed contact information from your forms in Salesforce, giving your team more to work with for segmenting and following up with prospects.
Everest Forms Salesforce older versions
- 1.0.3Apr 23, 20251 fix
- 1.0.2Aug 23, 20241 improvement, 1 fix
Members and buyers of this product can download older versions.
Questions about Everest Forms Salesforce
Do I need Everest Forms for this to work?
Yes. This is an add-on for the Everest Forms plugin, so Everest Forms must be active on your site. The add-on then sends submissions from the forms you create there into your Salesforce account.
What kind of Salesforce records can a form create?
You can send form submissions to Salesforce as Leads, Contacts or Opportunities. You pick the object for each integration and map your form fields to the matching Salesforce fields, so each form can feed the record type that fits its purpose.
How quickly do entries show up in Salesforce?
Data is transferred in real time. As soon as a visitor submits a form, the plugin sends the entry to Salesforce and creates or updates the record, so your team can follow up without waiting on a manual import.
Do I need coding skills to set up the field mapping?
No. The integration is set up and managed from a dashboard inside WordPress. You choose the Salesforce object and match form fields to Salesforce fields through the interface, with no code required.
Is Everest Forms Salesforce free?
The code of Everest Forms Salesforce is licensed under the GPL, so anyone may use, change and share it. GPL Feast is a paid service: a plan or a single purchase gives you the download and automatic updates. The developer's own support, licence key and online services are not included.
Which version of Everest Forms Salesforce is this?
Version 1.0.4, released Mar 24, 2026. New versions appear here when the developer publishes them, and members get them as automatic updates.
How do I update Everest Forms Salesforce?
Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of Everest Forms Salesforce automatically and keeps a backup, so you can roll back.
What does Everest Forms Salesforce need?
Everest Forms Salesforce needs Everest Forms installed and active.
More from Everest Forms
