Supercharge Your CRM: Unleash the Power of Seamless WordPress to Salesforce Integration

Are you tired of juggling between your WordPress website & your Salesforce CRM, manually transferring precious lead data? This tedious process not only consumes valuable time but also increases the risk of human error. Furthermore, it creates a significant gap in your sales pipeline. Fortunately, Everest Forms Pro offers a powerful & elegant solution with its native Salesforce Integration.

Our advanced plugin is specifically engineered to bridge the gap between your WordPress forms & the world’s leading CRM. As a result, you can automatically sync every form submission—be it a contact request, a quote inquiry, or a support ticket—directly into your Salesforce account as a new lead, contact, or case. For instance, when a visitor fills out your “Request a Demo” form on WordPress, their information instantly & accurately appears in your Salesforce dashboard, ready for your sales team to act upon immediately.

The benefits of this seamless integration are transformative. Firstly, it dramatically accelerates your lead management process, ensuring that no opportunity falls through the cracks. Your team can respond to inquiries faster, significantly boosting conversion rates. Secondly, it eliminates redundant data entry, freeing up your staff to focus on high-value tasks like building customer relationships and closing deals. Moreover, you gain a unified view of your customer journey, from the first website interaction to the final sale, enabling more informed decision-making and targeted marketing campaigns.

Key Features of Our Salesforce Integration:

One-Way & Two-Way Sync: Choose to push data from WordPress to Salesforce or even pull data from Salesforce to pre-fill forms for a personalized user experience.
Flexible Field Mapping: Precisely map each field from your Everest Form to the corresponding standard or custom field in Salesforce with an intuitive, drag-and-drop interface.
Automated Lead & Contact Creation: Automatically create new Leads, Contacts, or Cases in Salesforce based on form submissions, complete with assignment rules and status updates.
Error Handling & Logs: Robust logging ensures you never lose data, with clear error messages to troubleshoot any connection issues swiftly.
Enhanced Data Security: All data transfers are encrypted, maintaining the highest security standards for your & your customers’ information.

In conclusion, by automating the critical link between your website and your CRM, Everest Forms Pro doesn’t just add a feature—it supercharges your entire sales and marketing engine. Stop letting manual data entry slow you down. Invest in a tool that delivers efficiency, accuracy, and growth.