Everest Forms - Salesforce Addon

The Everest Forms Salesforce addon enables automatic integration between WordPress forms and Salesforce CRM. When form submissions are received, new leads are automatically added to specified lists within your Salesforce account, streamlining lead capture and management workflows.

Key Features

• Automatic Lead Creation - Converts form submissions into new leads in Salesforce automatically
• List Selection - Choose which Salesforce lists to add leads to during form configuration
• Form Integration - Works with Everest Forms to capture and transfer form data
• CRM Synchronization - Syncs form submission data directly with your Salesforce account
• Lead Management - Organizes captured leads within your Salesforce CRM system

Best For

This addon is designed for WordPress users who use Salesforce as their customer relationship management platform and need to automatically capture leads from website forms. It eliminates manual data entry by connecting form submissions directly to Salesforce, making it suitable for businesses that rely on Salesforce for sales pipeline management and lead tracking.