WordPress Users → SalesforceEvents and actions

Use WordPress Users events to automate Salesforce

Choose a WordPress Users event to start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.

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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.

Add a contact to an Object in Salesforce when a certain role is added to a user

When a certain role is added to a user
Add a contact to an Object in Salesforce

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

WordPress Users events and actions

Users

8 events · 5 actions

View events and actions

Events

When someone creates a new account
When a user profile is updated
When a user account is deleted
When a certain role is added to a user
When a certain role is removed from a user
When user's role is changed
When someone logs in to their account
When a user resets their password

Actions

Create or update a user account
Delete a user account
Add a role to a user
Remove a role from a user
Set a user's role

About this connection

How the two tools fit together

WordPress Users: Send a bulk email to your WordPress Users. You can filter recipients by their user roles or custom fields.

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?

Connect Salesforce, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the WordPress Users event or action you choose and any fields configured on your site. Available fields depend on the selected Salesforce object and the connected account.

Start here

Set up WordPress Users and Salesforce with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for WordPress Users and Salesforce from Noptin → Extensions. How to activate your license.
Connect Salesforce in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose a WordPress Users event to 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.

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Build the automation in your WordPress dashboard with Noptin.

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