Do you want to connect Salesforce to your WordPress forms?

Salesforce is one of the most popular customer management software on the market. Connecting it to your WordPress forms allows you to automatically add leads, customers, and other contacts to your CRM.

In this article, we’ll show you how to easily connect Salesforce to your WordPress forms.

Why Connect Salesforce to Your WordPress Forms?

Salesforce is one of the best CRM (customer relationship management) software on the market. Many of the world’s largest businesses use it to manage customers, leads, and business contacts from one single dashboard.

Most business websites use contact forms to generate leads and then manually add them to their CRM software. This takes time, and you may still forget to follow up with a potential customer.

Connecting Salesforce to your WordPress contact form allows you to remove this hurdle. As soon as a user submits their information, it will automatically be added to your Salesforce contacts.

From there, you can follow up with customers to boost conversions and sales from your WordPress website.

That being said, let’s take a look at how to easily connect Salesforce to your WordPress forms.

Setting Up WPForms to Connect With Salesforce

For this tutorial, you’ll need WPForms. It is the best WordPress contact form plugin used by over 5 million website owners.

You can use it to easily create any type of form using a simple drag-and-drop form builder.

WPForms is a premium WordPress plugin, and you’ll need their Elite plan to use the Salesforce addon. There is also a WPForms Lite version which is available for free.

First, you need to install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.

Upon activation, you need to visit the WPForms » Settings page to enter your license key. You can find this key under your account on the WPForms website.

Setting Up the Connection Between WPForms and Salesforce

Now, you need to set up a connection between WPForms and Salesforce. WPForms comes with the Salesforce addon which lets you easily connect the two apps together.

Simply go to the WPForms » Addons page and locate the Salesforce addon. You can then click on the ‘Install’ button, and it will be installed and activated automatically.

After that, you can go to the WPForms » Settings » Integrations page from your WordPress dashboard.

Here, you need to click on the Salesforce integration to open it up.

Under Salesforce settings, go ahead and click on the ‘Add New Account’ button.

WPForms will show you Salesforce settings with a Callback URL.

Simply keep the tab open in your browser or copy the Callback URL to a safe place. You’ll need it in a later step.

Now, you need to create an app in your Salesforce account. We’ll walk you through the process step by step.

Important Note: You need to have an Enterprise, Unlimited, Performance, or Developer edition of Salesforce. Otherwise, you will not be able to connect your WordPress forms. However, there is a free trial you can use to get started.

If you don’t already have an account, then you can create one by going to the Salesforce’ website and clicking the ‘Start My Free Trial’ button.

On the next screen, you can enter your details like name, work email, job title, company, phone number, and more to create an account.

After entering the data, go ahead and click the ‘Start My Free Trial’ button.

After completing the signup, you’ll reach your Salesforce account dashboard.

From here, you need to switch to the Salesforce Classic dashboard by clicking on your profile icon on the top, and then clicking the ‘Switch to Salesforce Classic’ option.

Next, you’ll the classic Salesforce dashboard.

After that, you need to click on the Setup link at the top to access the Salesforce dashboard settings.

On the next screen, navigate to the Build » Create menu from the column on the left.

From here, simply click the ‘Apps’ option in the menu.

This will bring you to the Apps section.

From here, click on the New button under the Connected Apps section.

Next, you now need to fill in the details for your app.

For the ‘Connected App Name,’ enter the name you want to use, so other users for your Salesforce account can see it.

The API name will default to the Connected App Name. You don’t need to enter or change it. For the contact email, enter your email address.

You don’t need to enter the logo image, icon, info URL, or description. These fields are for Salesforce users who will be publishing their apps.

Below this, you need to check the ‘Enable OAuth Settings’ box.

Once you check the box, you will see the OAuth settings.

First, you need to enter the Callback URL that you found earlier in your WPForms account.

Simply paste the link in the Callback URL field.

After that, scroll to the ‘Available OAuth Scopes’ section. The selected OAuth Scopes let Salesforce know what permissions your app should have.

Next, you need to enable 2 permissions here. They are ‘Manage user data via APIS (api)’ and ‘Perform requests at any time (refresh_token, offline_access).’

Simply select these and then click the ‘Add’ button to add those permissions.

There’s nothing else you need to change on this page. After adding the permissions, simply click the ‘Save’ button at the bottom of the page.

You should then see a message telling you to allow up to 10 minutes for your changes to take effect.

Then, just click on the ‘Continue’ button. On the next screen, you’ll see your API information.

We recommend that you wait 10 minutes before using your app. That way, you can be sure that your app will be ready. After the 10 minutes is up, you need to copy your ‘Consumer Key’ and ‘Consumer Secret’ to WPForms.

Simply click the ‘Manage Consumer Details’ button to continue.

Next, Salesforce will ask you to enter a verification to move ahead. You’ll receive the code in your email.

After entering the code, go ahead and click the ‘Verify’ button.

Next, you’ll see the ‘Consumer Key’ and ‘Consumer Secret’ codes. Go ahead and copy them.

Now, simply switch back to the tab with your WPForms Salesforce settings.

If you have closed this tab, then it’s easy to find it again in your WordPress admin. Just go to the WPForms » Settings » Integrations page.

Simply paste the Consumer Key and Consumer Secret into the Salesforce settings for WPForms.

Then, go ahead and click the ‘Connect to Salesforce’ button.

You will then be prompted to log in to your Salesforce. Simply log in to your account using your username and password.

Next, you need to click the ‘Allow’ button to give WPForms access to your Salesforce account.

After this, you will see your Integrations page again.

There should be a message at the top of the screen to let you know that the connection was successful.

Now that you have connected WPForms to your Salesforce account. You can start creating forms and send entries directly to your Salesforce account.

Creating a WordPress Form with Salesforce Integration

The next step is to create your form. You can connect any type of form to Salesforce.

Simply go to the WPForms » Add New page. This will launch the WPForms drag-and-drop form builder.

First, you can enter a name for your form at the top and then click on a template. We’ll use the ‘Simply Contact Form’ template for this tutorial.

In the form builder, you can drag and drop different fields from the left menu onto the template. For instance, you could add a phone number field.

Plus, you can rearrange their order and further customize each field in the form.

Once you are satisfied with the form, go to the Marketing » Salesforce tab to connect it with your Salesforce account.

Go ahead and click the ‘Add New Connection’ button.

You will then see a popup where you need to name your connection. Your site’s visitors will not see this. It’s just for your own use.

Just enter the name you want to use. Then, click the ‘OK’ button.

Now, you need to select your Salesforce account and ‘Salesforce Object.’

The object is the type of data you are sending to Salesforce, such as a contact or a lead.

Once you’ve chosen your Salesforce Object, you will see some new dropdowns.

Here, the ‘Custom Field Name’ column is the name of the field in your Salesforce account. The ‘Form Field Value’ is the name of the field on your form.

You need to select a ‘Form Field Value’ for each custom field you want to use. This means your form data will be entered into the correct field in Salesforce.

The only required field is the Full Name field in Salesforce. For this, select ‘Name’ as the Form Field value.

Next, go ahead and select a different field from the dropdown below this. Simply choose which WPForms field you want to map it to. To add more fields, click the blue + button.

We have included the email and phone fields from our form here:

Don’t forget to click the Save button at the top of the screen after adding your Salesforce connection.

Adding Your Form to a WordPress Page or Post

WPForms makes it super easy to add forms anywhere on your WordPress website.

Simply edit the post or page where you want to add the form or create a new one. On the content editor screen, click on the (+) add new block button and then add a WPForms block to your page.

Next, you need to choose your contact form from the dropdown list within the block.

Finally, go ahead and publish your page to see your form live on your site.

For more detailed instructions, check out our step-by-step guide to creating a contact form in WPForms.

It’s best practice to test your form to make sure that you’ve correctly connected Salesforce.

Simply fill in some test data and click Submit.

After that, switch to your Salesforce account dashboard.

You should see a new item listed on your homepage.

You can click on the name to see the information for that contact.

You’ve successfully connected Salesforce to WPForms. Now, all your new contacts will be automatically added to Salesforce for you.

We hope this article helped you learn how to connect Salesforce to your WordPress forms. You might also like our article on how to send contact form details to multiple recipients, and our pick of best business phone services for online businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Connect Salesforce to Your WordPress Forms first appeared on WPBeginner.

Are you looking for the best electronic signature software for WordPress?

The right digital signature software can help you save time while streamlining your workflow for creating official documents & contracts for your business.

In this article, we’ve hand picked some of the best digital signature software for WordPress.

Why Use Electronic Signature Software?

There are lots of reasons why you may need to get someone’s signature.

Official documents such as contracts and terms of service agreements often require a signature. If you run an online store, then some products, services or subscriptions may need the customer’s signature.

You might even need to collect lots of different signatures. For example, if you run a nonprofit organization, then you can use signed petitions to draw attention to a good cause.

However, getting people to sign a physical, printed document can take a lot of time and effort. Depending on where the person is located, you may need to travel to them or post the document. This can slow down important tasks, such as onboarding new employees or selling your small business.

Electronic signature software allows people to sign a form or document digitally from anywhere in the world. This usually involves drawing with their mouse or touchscreen, or typing in their name using their keyboard.

By using the best electronic signature software, you can save time and money since you don’t need to print, scan, fax, or post documents. It’s also better for the environment, as you’re not using any paper or ink. You can simply email a digital copy to anyone in the world and then store the signed document on your computer, or in the cloud for extra security.

If you want to collect signatures from the public, then the right software can help you get more signups. For example, you might publish a petition to your WordPress website and then collect signatures from supporters around the world.

With that being said, let’s look at some of the best electronic signature software.

1. WPForms

WPForms is the most beginner friendly WordPress form builder. You can use it to build any type of form such as multi-page forms, payment forms, email subscription forms, and more.

With over 500 ready-made form templates to choose from, this plugin makes it easy to add professionally-designed and user-friendly forms to your website. All of these templates are fully customizable, so you can fine-tune them to better suit your needs.

Even better, the plugin has a Signature addon that lets you collect digital signatures with ease.

Every time someone submits a form, WPForms will save their electronic signature as an image and attach it to their form submission. You can see all of these signatures simply by logging into your WordPress dashboard.

After activating the addon, you’ll get access to some ready-made templates that already come with a built-in digital signature field.

This includes an online petition form, a medical and health history form, and even a cattery booking form, which is perfect if you run an animal or pet website.

WPForms also has a standalone Signature field that you can add to any template.

Simply open the WPForms editor and then drag the read-made Signature field onto any form, and you’re ready to start collecting e-signatures.

Once you’ve added the Signature field to a form, you can use the WPForms settings to customize that field.

For example, you can mark it as mandatory so that visitors must add their digital signature before they can submit the form.

This powerful plugin also has support for conditional logic, so you can hide or show the Signature field based on the information the visitor enters into the form.

For example, you might hide the Signature field unless the visitor opts into a particular service that requires their digital signature. In this way, you can show only relevant fields to visitors, which will reduce form abandonment in WordPress.

Pricing: To use the WPForms plugin and Signature addon, you’ll need to buy WPForms Pro ($199.50 per year) or Elite ($299.50 per year).

2. signNow

If you need to collect legally-binding signatures from multiple people, then signNow is a great option. It even comes with conditional logic, so you can show different fields to different people based on their user roles.

signNow is an online service, so you don’t need to download or set up any software or tools. Simply create an account, and you can start signing documents within minutes using signNow’s user-friendly editor.

signNow allows users to type, draw, or upload their signatures. You can also save your signatures, so it’s easier to authorize future documents.

To save even more time, signNow allows you to save any document as a template. This is perfect for businesses that need to send the same file to multiple people or organizations.

If you’re worried about unauthorized access, then you’ll be happy to learn that signNow has dual-factor authentication options and other advanced security features. This allows you to prove the person’s identity before giving them access to your documents and templates.

This is particularly important if you’re working with sensitive or confidential documents.

If you need to collect data from customers, staff, or other contacts, then you can even build online forms using the same intuitive signNow editor. This makes signNow an all-in-one solution for busy businesses.

Unlike some other esignature solutions on this list, signNow has its own mobile app for Android and iOS. This means you can sign contracts and share documents with other people, directly from your mobile device.

Using the mobile app, you can even work with documents, agreements, and contracts while offline. Then, simply share your work once the internet connection has been restored. This is great for anyone who travels and likes to work on the go.

With its time-saving features, dedicated mobile application, and smart conditional fields, signNow is a great choice for businesses that need to share legally binding documents with lots of different people.

Pricing: You can start using signNow for $8 per month, per user.

3. Formidable Forms

Formidable Forms is an all-in-one WordPress form builder with a drag and drop interface that makes it easy to create advanced forms. This includes custom calculators, booking forms, and much more.

This plugin also has a Signature addon that allows you to collect digital signatures.

Visitors can sign your forms using their mouse or touchscreen. However, unlike some of the other software in this list, Formidable Forms also lets visitors type in their signature.

This can make your forms and documents accessible to people who find it difficult to sign using the mouse or trackpad.

Every time someone signs your form, the plugin will save the signature as an image that you can see inside your WordPress dashboard.

After installing the addon, you can simply drop the ready-made Signature field onto any template where you want to collect digital signatures.

Formidable Forms comes with over 170 templates, so you should have no problems finding one that perfectly suits your needs.

Formidable Forms also comes with a ‘Signature’ category where you’ll find a selection of templates that have the e-sign field built-in.

For example, Formidable Forms has an ‘Esthetician Consent’ template where beauticians can collect a client’s information and get their signed consent.

This plugin integrates with WooCommerce, so online store owners can easily collect signatures from their customers. For example, you may want to record the customer’s written consent to collect recurring payments as part of a subscription.

If you have an online store, then Formidable Forms also integrates with all the popular email marketing and payment platforms you may already be using to get sales.

The Formidable Forms builder is targeted more at advanced users and developers, which means it isn’t as user-friendly as WPForms. However, it is a powerful and flexible solution that’s also very customizable.

In fact, after configuring the Signature addon, there are lots more addons that can help you collect and manage digital signatures.

In particular, Formidable Forms has a Visual Views addon that lets you display user-submitted information on your website. For example, if you’ve created a petition, then you can use this addon to show the names of all the people who have already signed. In this way, you can encourage more people to support your petition.

To learn more, please see our guide on how to display WordPress form entries on your site.

Pricing: To use Formidable Forms with the Signature addon, you’ll need to purchase Formidable Forms Business license ($199.50 per year) or higher.

4. pdfFiler

pdfFiler is a complete document management solution that allows you to create, edit and manage documents and forms online.

You can simply upload any PDF, DOC, DOCX, RTF, PPT, PPTX, JPG, PNG, or TXT file, and pdfFiller will turn it into an interactive document. Anyone can then view, edit, and sign the document online using their desktop or mobile device.

pdfFiller follows all of the major security laws and guidelines including GDPR, HIPAA, and CCPA. However, some customers or visitors may still be wary about signing a document hosted on an unfamiliar third-party platform. If you do use pdfFiller, then it’s important to talk about the platform in your site’s privacy policy.

Having said that, pdfFiller’s electronic signature software is very powerful and legally binding in all 50 states. It also has some advanced features you won’t find in other electronic signature plugins, such as the option to capture a signature using a webcam.

Pricing: The basic pdfFiller plan starts at $10 per month when purchased annually.

5. USLegalForms

USLegalForms is an online library of over 80,000 national and state-specific legal documents covering a huge range of different industries and use cases.

On their website, you’ll find form templates covering everything from hiring to business agreements, leases, invoices, bills of sale, and much more.

All of these legal documents are organized into categories and you can search by state, so you should have no problems finding what you’re looking for.

With a strong focus on legally-binding documentation, this is a great electronic signature platform for businesses. It would also be useful for anyone who wants to start legal proceedings without having to pay a professional to draw up documents for you.

You don’t need a website to use USLegalForms. If you’re looking for a solution that adds forms or signable documents to your site or blog, then we recommend using a solution such as Formidable Forms or WPForms instead.

Price: You can buy a USLegalForms subscription for $15 per month.

Which is the Best Electronic Signature Software?

After evaluating various eSign software, we believe that WPForms is the best electronic signature software for WordPress. If you’re looking for a eSign software for contracts that need multiple signatures, then we recommend using signNow.

There are dozens of other electronic signature in the market such as DocuSign, HelloSign (aka Dropbox Sign), PandaDoc, and others, but they are all unnecessarily expensive for small businesses that’s why we haven’t included them in our list.

We hope this article helped you find the best electronic signature software for WordPress. You can also go through our guide on how to create file upload forms in WordPress, or our expert pick of the best business phone services.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 5 Best Electronic Signature Software for WordPress (2022) first appeared on WPBeginner.

Are you tired of your website emails being marked as spam?

Have you ever wished there was an easy and reliable way to get your website emails delivered to your customer’s inbox WITHOUT the high costs?

If you’re like me and most other smart website owners, then you have at least wished for this solution a couple times in your WordPress journey.

Today, I’m excited to announce my new product, SendLayer, which will level up your website’s email infrastructure.

We built this tool to help you get your website emails into your user’s inbox with maximum deliverability, reliability, and scalability.

What is SendLayer?

SendLayer is a SMTP email service API that helps your website emails get into customer’s inbox without being marked as spam.

It offers blazing fast email delivery while protecting your domain reputation from spam filters and giving you detailed email logs along with open & click analytics.

SendLayer seamlessly connects with WordPress, so you can use it to reliably send website emails like store receipts, confirmation emails, shipping notifications, password reset emails, and other WordPress emails with maximum reliability.

Why Do You Need SendLayer?

If you’re like most users, then you have likely run into the problem of WordPress not sending email issue. This is one of the most commonly asked questions on WPBeginner.

Many of our beginner level users ask us why their contact form plugin is not sending emails, or why they are not seeing any WordPress notifications.

That’s because most WordPress hosting servers are not configured to send emails using the default PHP mail() function.

And even if your hosting server is configured properly, many email service providers like Gmail, Outlook, and others use sophisticated tools to reduce email spam. These tools try to detect if an email is really coming from the location that it claims to be.

Emails sent by WordPress websites often fail the test.

This means that majority of the emails sent by your website will either land in user’s spam inbox or not get delivered at all. This include your website’s contact form plugin emails, your online store receipts, password reset emails, admin notifications, and more.

This is why most smart website owners use SMTP for sending emails in WordPress.

And this is why I created the free WP Mail SMTP plugin which is used by over 3 million websites.

But the problem was that a lot of beginner users still didn’t know how to set up SMTP properly because simply installing the plugin isn’t enough.

You still needed to use a SMTP email service that’s built for maximum deliverability, reliability, and scalability. We integrated with numerous service providers like Amazon, Google, etc, but they were all quite difficult to use for beginners.

So after listening to a lot of our user feedback, I decided to work with my team to finally create a beginner-friendly SMTP service, SendLayer, that works for all types of websites including WordPress.

Whether you’re using WordPress, WooCommerce, Magento, Laravel, Drupal, Joomla, or any other platform, you can use SendLayer to improve your email deliverability.

SendLayer gives you access to:

Awesome email deliverabilitySpam Filter protectionDetailed email logsOpen and click analyticsEvent-based webhooks to setup custom notificationsSMTP relay API for those that want to use SendLayer inside custom appsSimple suppression list to protect your delivery reputation

… and a whole lot more.

Basically, if you’re serious about your website and want to grow your online business, then you know that email deliverability is important.

And SendLayer offers you one of the best email infrastructure in the market.

Once connected with your WordPress site, it automatically ensures that all your website emails get delivered in your user’s inbox.

How to use SendLayer with WordPress?

First thing you need to do is create a free SendLayer account.

Next, you need to install and activate the free WP Mail SMTP plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, go to WP Mail SMTP settings page in your WordPress admin menu. Once this page, you need to select the SendLayer mailer.

Next, you will need to enter your SendLayer API key in the field below.

You can get this API key by following the link on the plugin page which will take you to SendLayer account.

Once the key is added, you should send a test email using WP Mail SMTP to ensure everything is working.

For more details, see the full documentation here.

What’s Coming Next in SendLayer?

While I’m sharing the SendLayer news with you today, SendLayer has actually been out since April of 2022. After extensively testing it through out 2021, we did a soft-launch earlier in the year and have since onboarded thousands of website owners already using the platform.

We have a really exciting roadmap ahead of us, and I’m really proud of our team.

We are working on building ,pre cutting-edge email delivery tools to help small business owners and online store owners get their emails delivered into their user’s inbox, so you can continue to maximize your revenue growth.

If you have ideas on how we can make the SendLayer platform more helpful for you, then please send us your suggestions.

As always, I want to thank you for your continued support of WPBeginner, and we look forward to continue serving you for years to come.

Yours Truly,

Syed Balkhi
Founder of WPBeginner

The post Introducing SendLayer – Reliable WordPress Email Deliverability Made Easy first appeared on WPBeginner.