Add a contact to an Object in Salesforce when a specific Convert Pro form is submitted
When a specific Convert Pro form is submitted.
Add a contact to an Object in Salesforce
Convert Pro → SalesforceEvents and actions
Use Convert Pro submissions to automate Salesforce
When a specific Convert Pro form is submitted, start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.
Already using Noptin? Learn how to create an automation rule.
Noptin is installed on 15,000+ websitesSee what users say
Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Available in Noptin
Salesforce actions
Objects
2 actions
View actions
- Add a contact to an Object in Salesforce
- Remove a contact from an Object in Salesforce
Available in Noptin
Convert Pro events
Forms
1 event
- When a specific Convert Pro form is submitted.
About this connection
How the two tools fit together
Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.
Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.
What information can you send?
First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Salesforce.
Available fields depend on the selected Salesforce object and the connected account.
Start here
Set up Convert Pro and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Convert Pro and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up Convert Pro on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Select the Convert Pro form whose submissions should start the automation.
- Choose a Salesforce action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
Ready to connect Convert Pro and Salesforce?
Build the automation in your WordPress dashboard with Noptin.
See plans and pricing