Send Ninja Forms submissions directly to Salesforce CRM contacts and leads
Ninja Forms SalesForce CRM
Ninja Forms SalesForce CRM integration sends form submission data directly to your Salesforce CRM account. Map form fields to Salesforce contact, lead, or custom object fields to automatically create or update records when visitors submit forms on your WordPress site.
Included with purchase:
- 100% GPL Licensed
- Lifetime Updates
- Technical Support
- Instant Download
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What is Ninja Forms SalesForce CRM?
Ninja Forms SalesForce CRM is a WordPress plugin that sends form submissions to Salesforce, creating and updating contacts, leads, and custom objects automatically. Available at PluginTheme.net with instant download and GPL license.
Key Features
Field Mapping
Map form fields to Salesforce contact, lead, opportunity, and custom object fields
Auto Create Records
Automatically create new CRM records from form submissions
Update Existing
Update existing Salesforce contacts when returning visitors submit forms
Conditional Actions
Route submissions to different CRM actions based on form data values
Error Recovery
Failed submissions queued for retry with administrator notification
Who is this for?
Pros
- Direct form-to-CRM data flow without manual entry
- Supports contacts, leads, opportunities, and custom Salesforce objects
- Conditional logic for routing submissions to appropriate CRM actions
- Error logging and retry queue for failed API submissions
- Field mapping interface showing available Salesforce fields
Cons
- •Requires both Ninja Forms and active Salesforce subscription
- •Salesforce API complexity may require administrator knowledge for custom objects
- •API call limits depend on your Salesforce edition and may need monitoring
Product Description
This Ninja Forms add-on creates a direct data pipeline between your WordPress forms and Salesforce CRM. Form submissions automatically create or update Salesforce records, eliminating manual data entry and ensuring your CRM stays current with website lead activity.
Field Mapping
Map each Ninja Forms field to the corresponding Salesforce field for contacts, leads, opportunities, or custom objects. The mapping interface shows available Salesforce fields and lets you configure one-to-one or conditional field mapping rules.
CRM Actions
- Create new Salesforce leads from contact form submissions
- Update existing Salesforce contacts when returning visitors submit forms
- Create Salesforce opportunities from quote request or inquiry forms
- Write to custom Salesforce objects for specialized data collection
Conditional Logic
Configure conditions that determine which Salesforce actions occur based on form data. For example, submissions with enterprise-level budget selections could create opportunities while others create standard leads.
Error Handling
The integration includes error logging for failed Salesforce API calls. If a submission cannot be sent to Salesforce, the form data is queued for retry, and administrators are notified of the issue.
Our Verdict
PluginTheme Team
Expert Reviewer
Ninja Forms SalesForce CRM provides reliable form-to-CRM integration that streamlines lead capture for Salesforce-using organizations.
