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WordPress-to-lead for Salesforce CRM
Integrate into registration form? (4 posts)

  1. hockey2112
    Member
    Posted 2 years ago #

    Hello,

    I wish to use the WordPress-to-lead for Salesforce plugin in conjunction with my user registration form so that I can allow those who sign up to both be added to my SalesForce and also to gain access to a content page that should only be accessible to registered users who have sent their info to me via my Salesforce form. Is this possible via this plugin's settings, or would this be a pretty substantial modification to the plugin?

    Thanks!

    http://wordpress.org/extend/plugins/salesforce-wordpress-to-lead/

  2. Aikyrie
    Member
    Posted 2 years ago #

    I would love to know this as well.

  3. Nick Ciske
    Member
    Plugin Author

    Posted 2 years ago #

    Not possible at this time -- it's built as a standalone shortcode or widget. With the plethora of membership/registration plugins out there it's not easy (nigh impossible) to integrate with each (not to mention stay current).

    If you already have the info needed to add them to SF (from your registration form), you can do so by:

    Calling the submit_salesforce_form() function from your existing registration form (via a hook, or on the success page via a template or shortcode). You may need to populate the $_POST array with data (e.g. if the field names don't match the plugin) or just take the function and modify it to meet your needs.

    Or you can just post the data yourself using wp_remote_post('https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8', $args);

    If you're looking for a 'one click' solution, that'd make more sense as an add-on to the member plugin you're using, not to a standalone form generator like this.

  4. Sam_a
    Member
    Posted 2 years ago #

    Try http://wordpress.org/extend/plugins/wp-leads-mailchimp-constant-contact-and-salesforcecom-integration/ — it should do the registration integration, though not the access control.

    This plugin seamlessly integrates the WordPress registration and commenting processes with the web's most popular lead management tools, such as MailChimp, Constant Contact, and SalesForce.com

    After the plugin is installed - Users can instantly join your mailing list(s) while registering with or commenting on your site. Their information is automatically sent to one (or all) of the Lead Management Systems above - MailChimp, Constant Contact, and SalesForce.com

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