WordPress Users → SalesforceEvents and actions

Use WordPress Users events to automate Salesforce

Choose an event from WordPress Users 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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WordPress Users

Salesforce

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Automations

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

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

When someone creates a new account
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 a user profile is updated

Do this (5)

Create or update a user account
Delete a user account
Add a role to a user
Remove a role from a user
Add a contact to an object in Salesforce

View all triggers and actions (15)

Search triggers and actions

When this happens (3)

When user's role is changed
When someone logs in to their account
When a user resets their password

Do this (2)

Remove a contact from an object in Salesforce
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 an event from WordPress Users to start the automation.
Choose an action from Salesforce in 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 WordPress Users and Salesforce?

Build the automation in your WordPress dashboard with Noptin.

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