How To Setup SalesForce CRM WordPress-To-Lead Lead Generation Plugin

Until now, most of the websites generating Salesforce leads were likely collecting the information using some sort of Contact Forms like Wufoo or using custom HTML Form code. Once filled and submitted by a user, the contact form would email the Salesforce Lead information, which then required manual entry of the email contents into the appropriate fields on Salesforce. This was both cumbersome and time-wasting for lead generators.

Salesforce today announced the launch of a WordPress-to-Lead plug-in.

This WordPress plugin  lets you display a sign-up form on any WordPress post/page. When the potential-lead user clicks the submit button, the data from the contact form is used to automatically populate the relevant data into your Salesforce account in the appropriate place. No more emails and copy/paste nightmares!

How To Install / Setup the WordPress-To-Lead Plugin

The plug-in installs like any standard wordpress plugin. To install, all you have to do is

1. Login to your wordpress blog / website with admin rights
2. Click Plugin -> Add New, and then search for WordPress-to-Lead.
3. This should show a list of plugins, with the  Salesforce plugin called WordPress-to-lead for Salesforce CRM right at the top.
4. Now simply click the Install button next to the WordPress-to-lead for Salesforce CRM plugin row.
5. Once installed and activated, you should set up the necessary values in the settings for the plugin.

You can also use the [salesforce] WordPress shortcode to display the form anywhere on your site. And of course, the leads form is fully customizable with different fields and CSS styles.

Step By Step WordPress To Lead Installation Instruction Video

Here is a video how-to for installing the plugin. Note that you don’t really need to follow the FTP approach mentioned in the video for installing the plugin.

You can do the install from right within your WordPress dashboard by following steps 1 through 5 above.