Complete Guide to WordPress Salesforce Integration

Learn how to set up a deep WordPress Salesforce integration with WP Fusion. You'll be able to sync users and integrate your favorite plugins!

Salesforce is one of the world’s most popular customer relationship management tools (CRM) and WordPress is the world’s most popular way to make a website. Put together, they make a great pair to grow your business and manage your customer relationships. There’s just one problem, though – there’s no built-in WordPress Salesforce integration!

Thankfully, that’s an easy problem to fix. With WP Fusion, you can create a deep connection between WordPress and Salesforce so that you’re able to connect your site and your favorite plugins to Salesforce in a number of helpful ways.

Keep reading to learn why WP Fusion is the best WordPress plugin for integrating WordPress with Salesforce. Then, we’ll show you step-by-step how to set it up and what you can do.

Why WP Fusion Offers the Best WordPress Salesforce Integration

WP Fusion helps you set up a deep WordPress integration with Salesforce in two helpful ways.

First, it helps you connect your WordPress site itself to Salesforce. You can automatically two-way sync your WordPress users with Salesforce contacts and you’ll be able to:

  • Assign Salesforce topics to new users.
  • Map WordPress profile fields with Salesforce fields.
  • Import Salesforce contacts as WordPress users.

You can also restrict access to your site based on Salesforce topics, including restricting menu items and WordPress widgets.

Second, WP Fusion also helps you connect all the other WordPress plugins that you’re using to Salesforce, too.

For example, you can:

  • Use your favorite WordPress form plugin to create Salesforce lead forms (including Gravity Forms, WPForms, etc.).
  • Add new WooCommerce customers as Salesforce contacts and assign them topics based on the products they purchase or view, the coupons they use, and more.
  • Connect your membership site or online course to Salesforce to manage all of your members/students in Salesforce and assign topics based on activity.
  • Restrict access to content in your favorite page builder by a user’s Salesforce topics.

Plus a lot more! Check out the full list of all the WordPress plugins that WP Fusion helps you integrate with Salesforce. And if that’s not enough, WP Fusion also has a Zapier integration for even more flexibility.

Basically, if you want to integrate WordPress with Salesforce as well as all the other WordPress plugins that you’re using, WP Fusion offers unmatched flexibility.

You’ll be able to:

  • Two-way sync WordPress users with Salesforce CRM.
  • Create laser-focused Salesforce topics based on specific user actions on your site.
  • Integrate Salesforce with tons of popular plugins, including form, eCommerce, membership, learning, and page builder plugins.
  • Restrict access to your site based on a user’s Salesforce topics.

Below, we’ll show you step-by-step how easy it is to set up the WordPress Salesforce integration. Then, we’ll share how you can integrate some popular plugins with Salesforce as well.

Buy WP Fusion today to integrate WordPress with Salesforce.

How to Set Up the WordPress Salesforce Integration

Next, we’ll show you step-by-step how to set up the WordPress Salesforce integration and how you can use all the features in WP Fusion.

To follow this tutorial, all you need is:

We’ll show you how to do everything else.

Connect WordPress to Salesforce

Once you install and activate WP Fusion, setting up the basic WordPress Salesforce integration is easy.

You go to Settings → WP Fusion. Then, select Salesforce from the Select CRM drop-down.

That will prompt you to enter your Salesforce:

  • Username
  • Password
  • Security Token

Connect WordPress and WP Fusion to Salesforce

Your username and password are what you use to log into Salesforce. Then, you can find your Security Token by following these instructions

  1. Click on your account icon in the top-right corner of the Salesforce app/dashboard
  2. Select Settings
  3. Choose the Reset My Security Token option from the sidebar
  4. Click the Reset Security Token button

Get Salesforce token

Salesforce will then send you an email with your security token. Add the value from the email to WP Fusion’s settings and click Connect to set up the WordPress Salesforce connection.

You should see a success message. Click Save Changes to finish setting up the integration:

WP Fusion success

Configure the WordPress Salesforce Integration

Once you’ve connected your WordPress site to Salesforce, you’ll get a number of new settings to configure how your WordPress Salesforce integration functions. You can access these by visiting Settings → WP Fusion.

In the General Settings tab, you can choose to automatically assign Salesforce topics to users who register in WordPress.

You can also choose when to sync data between your WordPress site and Salesforce:

WP Fusion general settings

Below that, you can configure sitewide settings for content restriction, as well as how to handle content restriction for search engines like Google.

For example, you can hide content from menus that a user cannot access (based on their Salesforce topics):

Content restriction options

You can also completely lock out some users from your site based on topics. For example, if a user has been assigned the “Payment Failed” topic:

Assign topics to WordPress users

In the Contact Fields tab, you can map meta fields from WordPress to Salesforce fields:

Map fields from WordPress to Salesforce

You can also pass tracking information, like Google Analytics UTM tags or the referrer.

And in the Advanced tab, you can set up some miscellaneous advanced settings. For example, you can exclude certain WordPress user roles from being synced to Salesforce or apply a topic in Salesforce when a WordPress user is deleted:

Advanced settings

Import Contacts From Salesforce as WordPress Users

If you already have contacts in Salesforce that you want to add as WordPress users, WP Fusion includes an Import Users tool that lets you import Salesforce contacts as WordPress users with a specific user role.

WP Fusion will also sync any fields that you’ve configured in the Contact Fields tab:

Import users from Salesforce to WordPress

Restrict Content Using Salesforce Topics

In addition to the content restriction options in the general settings, you also get new options to restrict individual pieces of content, widgets, etc. You’ll see these when you edit a post, widget, etc.

WP Fusion settings in WordPress editor

Use Shortcodes to Display User Meta or Restrict Content

For more granular control, WP Fusion also includes its own shortcodes that you can use to:

  • Display specific user meta (e.g. a user’s first name)
  • Restrict specific portions of otherwise public content
  • Force update a user’s topics or metadata

Integrate Salesforce With Your Other WordPress Plugins

The really powerful thing about WP Fusion is that you can extend this same integration to the other plugins that you’re using.

For example, if you’re running a WooCommerce store, you can automatically add new customers to Salesforce and assign topics to those customers based on the products they purchase or view.

Or, you can integrate your favorite WordPress form plugin to create lead forms using a drag-and-drop form builder.

Let’s look at some examples…

Create a Salesforce Lead Form With (Almost) Any Form Plugin

WP Fusion integrates with most popular WordPress form plugins to help you create a contact form or lead form that connects to Salesforce for lead management and email marketing. WP Fusion works with:

  • Gravity Forms
  • WPForms
  • Ninja Forms
  • Caldera Forms
  • Formidable Forms
  • Contact Form 7
  • Elementor Forms

Here’s how it works with Gravity Forms, though the same basic principles apply to other form builders.

First, you design your lead form using the regular Gravity Forms interface:

Create lead form

Then, to connect that form to Salesforce, you can open its settings, where you’ll find a new WP Fusion tab that lets you add form submissions to Salesforce.

You can set up a new feed and map your form fields to fields in Salesforce. You can also apply one or more topics to users who submit this specific form:

Gravity Forms Salesforce lead form

And just like that, WP Fusion lets you build your own custom Salesforce lead forms using your favorite WordPress form plugin.

Apply Topics Based on WooCommerce Products, Coupons, and More

If you’re running an eCommerce store powered by WooCommerce (or another platform, like EDD), WP Fusion can help you better segment your customers in Salesforce (which pays dividends when you’re setting up automation rules).

When you create or edit a product, you’ll get two new WP Fusion boxes – one in the sidebar and one in the Product data box. You can:

  • Apply a topic when a user purchases a product (or is refunded or has a failed transaction)
  • Apply or remove topics when a user views a product
  • Restrict access to the product based on Salesforce topics

Salesforce and WooCommerce

You can also integrate Salesforce into other parts of your WooCommerce store.

For example, you can apply a Salesforce topic when a shopper uses a certain coupon, or even automatically apply a discount to a shopper’s cart based on Salesforce topics:

Salesforce WooCommerce coupon

WP Fusion also integrates with a number of WooCommerce add-ons, including WooCommerce Subscriptions and WooCommerce Smart Coupons.

Organize Students from Your Online Course

If you’re using LifterLMS, LearnDash, or another popular LMS plugin, you can also use WP Fusion to connect your online course and students to Salesforce.

When you create a course, you’ll get two boxes to work with WP Fusion, just like you saw with WooCommerce. You can:

  • Apply a Salesforce topic when a user enrolls or completes a course
  • Link a Salesforce topic with a course so that a user is automatically enrolled in the course when that topic is applied in Salesforce
  • Restrict access to the course based on Salesforce topics
  • Apply or remove a topic when a user views the course

Restrict LMS course

Connect Salesforce to Tons of Other Plugins, Too

With the examples above, we’re only scratching the surface of the WordPress Salesforce integrations that you can set up.

WP Fusion can help you integrate Salesforce with a range of plugins spread across categories like:

  • Membership plugins
  • eCommerce plugins
  • Learning management plugins
  • Lead generation plugins
  • Page builder plugins
  • Event plugins
  • Translation plugins
  • Gamification plugins
  • Forum plugins

View the full list here.

Get Started With WP Fusion Today

If you want to create a deep WordPress Salesforce integration, WP Fusion is built for you.

Not only does WP Fusion let you connect your WordPress site to Salesforce, but it also lets you integrate your favorite plugins, too.

When you authorize your WordPress site with Salesforce, WP Fusion will create a two-way sync between your WordPress users and Salesforce contacts. You can even sync profile fields back-and-forth.

Then, you can also integrate the plugins that you’re using with Salesforce. For example, you can create lead forms with a form plugin like Gravity Forms, integrate an eCommerce plugin like WooCommerce, plus a lot more.

To see the full list of WordPress plugins that you can integrate with Salesforce, click here.

Ready to integrate your WordPress site with Salesforce? Purchase WP Fusion today.

Buy WP Fusion today to integrate WordPress with Salesforce.

Leave a Comment

Your email address will not be published. Required fields are marked *