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CRM Records

Connect Salesforce to WordPress

Create or update a record in Salesforce when something happens on your WordPress site. Choose the record type, then fill in the fields your account requires.

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How it works

Update a record in Salesforce

01

Connect your account

Connect the Salesforce account you want to update.

02

Choose a record type

Select the object in the Noptin settings.

03

Fill in its fields

Use details from the WordPress event or enter a fixed value where allowed.

What you can automate

Manage Salesforce records

Object

Create or update records in the selected object, or delete existing records.

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

Explore connections

Send WordPress activity to Salesforce

Fields in your account

Which Salesforce fields are available?

Available fields depend on the selected Salesforce object and the connected account.

Automations

Example automations

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 listing is published

  1. GeoDirectoryWhen a listing is published
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when a user completes a course

  1. LifterLMSWhen a user completes a course
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when an EDD payment is complete

  1. Easy Digital DownloadsWhen an EDD payment is complete
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when a job application is submitted

  1. WP Job OpeningsWhen a job application is submitted
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when a new job is submitted from the frontend

  1. WP Job ManagerWhen a new job is submitted from the frontend
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when an event is published

  1. Events ManagerWhen an event is published
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when a specific WPForms form is submitted

  1. WPFormsWhen a specific WPForms form is submitted.
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when a user completes a lesson

  1. Tutor LMSWhen a user completes a lesson
  2. SalesforceAdd a contact to an Object in Salesforce

Add a contact to an Object in Salesforce when After Bit Social finishes a publishing run across all selected platforms

  1. Bit SocialAfter Bit Social finishes a publishing run across all selected platforms.
  2. SalesforceAdd a contact to an Object in Salesforce

Start here

Set up Salesforce with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Salesforce from Noptin → Extensions. How to activate your license.
  3. Connect Salesforce in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with a record action from Salesforce, choose the record type, fill in its required fields, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Connect Salesforce with WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyCharitableCharitableContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

About 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.

Visit the Salesforce website ↗

Ready to use Salesforce with Noptin?

Follow the setup above, then build your first workflow in WordPress.

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