Plugin Updated Jan 10, 2025

WS Form PRO - Salesforce

by WS Form PRO wsform.com v1.1.16 Unlimited sites

This is an add-on plugin by WS Form that connects WS Form PRO forms to your Salesforce CRM. It sends leads, customer inquiries and feedback from your WordPress forms straight into Salesforce, so your team no longer has to copy entries over by hand.

Version: 1.1.16
Released: Jan 10, 2025
Developer: WS Form PRO
Type: WordPress plugin
Licence: GPL
Included in: Every plan, or $2.39 on its own

What’s new in WS Form PRO - Salesforce 1.1.16

Version 1.1.16 Latest

FixedSet date fields to null if empty

What it does

Many businesses collect leads and requests through website forms, then retype that information into their CRM. That takes time and invites mistakes. This add-on removes the manual step by sending each WS Form PRO submission to Salesforce as it comes in. Sales, marketing and support teams get the details in the system they already work in, with the same field structure every time, which helps keep CRM records accurate and consistent.

Setup runs through a step-by-step wizard, so you can connect your account without writing code. From there you map form fields to Salesforce fields on Leads, Contacts, Accounts, Opportunities or custom objects. Conditional logic lets you decide when a submission should be sent, and alerts tell you if something fails. You can connect several forms to different objects, and once the data sits in Salesforce you can use its own reports to study customer interactions.

Best for

Businesses using Salesforce to manage leads and customers
Sites already building forms with WS Form PRO
Agencies connecting client websites to Salesforce CRM

Features

Real-time submission sync

Form entries are sent to Salesforce as they are submitted, so your teams see current information without waiting on manual imports or data entry.

Custom field mapping

Match each WS Form field to any Salesforce object or field, so the data lands where your business processes expect it to be.

Multiple Salesforce objects

Send data to Leads, Contacts, Accounts, Opportunities and custom objects, covering the different kinds of records your forms might create.

Conditional logic

Set conditions so a submission only goes to Salesforce when specific form criteria are met, giving you control over which entries reach your CRM.

Error alerts

Receive notifications when the integration fails or data has issues, so you can fix problems quickly and keep your records intact.

Setup wizard

A step-by-step wizard walks you through connecting to Salesforce and configuring the integration, with no coding required.

Multi-form connections

Link several WS Form PRO forms to different Salesforce objects from one plugin, handling contact, inquiry and feedback forms side by side.

Encrypted data transmission

Form data sent to Salesforce is encrypted in transit, following common practices for privacy and security.

Questions about WS Form PRO - Salesforce

Which Salesforce records can my forms create?

You can send form data to Leads, Contacts, Accounts and Opportunities, as well as custom objects. Field mapping lets you match each form field to the Salesforce field it belongs in, and different forms can target different objects.

Can I stop some submissions from going to Salesforce?

Yes. Conditional logic lets you trigger the Salesforce submission only when certain form conditions are met. That way you can, for example, send only entries that match specific answers and keep other submissions out of your CRM.

Do I need to write code to connect it?

No. A setup wizard guides you through the connection step by step, and field mapping is handled through settings. The add-on works with WS Form PRO, so you build your forms there and then link them to Salesforce.

What happens if a submission fails to reach Salesforce?

The plugin includes error handling and sends alerts when the integration fails or a data issue comes up. This lets you spot the problem and resolve it before missing records pile up.

Is WS Form PRO - Salesforce free?

The code of WS Form PRO - 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 WS Form PRO - Salesforce is this?

Version 1.1.16, released Jan 10, 2025. New versions appear here when the developer publishes them, and members get them as automatic updates.

How do I update WS Form PRO - Salesforce?

Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of WS Form PRO - Salesforce automatically and keeps a backup, so you can roll back.