Centous Integration for Contact Forms and Salesforce

Description

The Centous Integration for Contact Forms and Salesforce plugin allows you to seamlessly connect Contact Form 7, WPForms, Elementor, and Formidable Forms submissions with Salesforce CRM.

Using this plugin, form submissions from Contact Form 7, WPForms, Elementor, and Formidable Forms can be automatically sent to Salesforce as Contacts, Accounts, Opportunities, or Leads, helping you manage customer data efficiently without manual entry.

This plugin is not affiliated with or endorsed by Salesforce, Inc. or Automattic Inc.

Salesforce® is a registered trademark of Salesforce, Inc.
WordPress® is a registered trademark of the WordPress Foundation.

Key Features

• Seamless integration with Contact Form 7, WPForms, Elementor, and Formidable Forms
• Supports Salesforce Contacts, Accounts, Opportunities, and Leads
• Secure Salesforce OAuth 2.0 authentication
• Create and manage multiple form-to-Salesforce feeds
• Flexible field mapping between form fields and Salesforce fields
• Built-in connection testing
• Add notes to Salesforce records from WordPress logs (with fallback support for orgs that do not support Enhanced Notes)
• Detailed API request and error logging
• Optional clean uninstall with data removal

Usage

1. Connect your Salesforce account from the plugin settings
2. Create a feed and choose a form type (Contact Form 7, WPForms, Elementor, or Formidable Forms) and form
3. Select the Salesforce object (Contacts, Accounts, Opportunities, and Leads)
4. Map form fields to Salesforce properties
5. Save the feed
6. Submissions from the selected form will now be sent to Salesforce automatically

Configuration

The plugin uses a feed-based configuration system, allowing you to control which Contact Form 7, WPForms, Elementor, and Formidable Forms send data to Salesforce and how the data is mapped.

Plugin Menu Structure

After activating the plugin, you will see a new menu in the WordPress admin sidebar:

• Salesforce Connect
  • Salesforce Connect
  • Test Connection
  • Feeds
  • Logs
  • Settings

1. Salesforce Connect (Salesforce Connection Setup)

1. Go to Salesforce Connect → Salesforce Connect
2. Select Salesforce Environment:
   • Production (Live)
   • Sandbox (Testing)
3. Enter your Salesforce OAuth credentials:
   • Client ID
   • Client Secret
   • Redirect URL
4. Click Connect Account
5. Log in to your Salesforce account and approve access
6. Once connected, your Salesforce account details will be displayed

This step is required before creating any feeds.

2. Test Connection

1. Navigate to Salesforce Connect → Test Connection
2. Click the Test Connection button
3. The plugin will verify:
   • OAuth authentication
   • Access token validity
   • Salesforce API connectivity

A success or error message will be shown based on the result.

3. Feeds (Core Configuration)

Feeds control how Contact Form 7, WPForms, Elementor, and Formidable Forms submissions are sent to Salesforce.

Create a New Feed

1. Go to Salesforce Connect → Feeds
2. Click Add New Feed
3. Configure the feed as follows:

a) Select Form Type and Form

Choose the form type (Contact Form 7, WPForms, Elementor, or Formidable Forms), then select the form you want to integrate.

b) Select Salesforce Object

Select the Salesforce object where data should be sent:

• Contact
• Account
• Opportunity
• Lead

c) Field Mapping

Once the form and object are selected, the Field Mapping section appears.

Map Salesforce properties to your selected form fields.

Example:

• Salesforce Field: Last Name → Form Field: Name
• Salesforce Field: Email → Form Field: Email
• Salesforce Field: Phone → Form Field: Phone

Mandatory Salesforce fields must be mapped before saving the feed.

d) Feed Status

• Enable or disable the feed using the Active / Inactive toggle
• Only active feeds will send data to Salesforce
• Click Save Feed

Once saved and active, submissions from the selected form will be sent to Salesforce automatically.

4. Logs

1. Go to Salesforce Connect → Logs
2. View API request and response logs
3. Useful for:
   • Debugging failed submissions
   • Checking Salesforce API errors
   • Verifying successful record creation
4. You can also add internal notes to Salesforce records directly from the log screen.

5. Settings

1. Navigate to Salesforce Connect → Settings
2. Configure global plugin options such as:
   • Enable / disable logging
   • Delete plugin data on uninstall
   • Log retention period
3. Save changes as required

External services

This plugin connects to Salesforce CRM (Salesforce, Inc.) to authenticate administrators and send mapped form submission data to Salesforce objects (Contacts, Accounts, Opportunities, and Leads).

Service provider: Salesforce, Inc. — https://www.salesforce.com/

Domains / hosts used by this plugin:

• https://login.salesforce.com — Production OAuth authorization and token endpoints
• https://test.salesforce.com — Sandbox OAuth authorization and token endpoints
• Your connected Salesforce instance URL returned during OAuth (commonly a host such as https://*.salesforce.com, https://*.my.salesforce.com, or https://*.force.com). All subsequent REST API requests (create/update records, SOQL queries, object describe, and notes) are sent to that instance URL.

What data is sent and when:

1. OAuth authentication (administrator-initiated only)
   • When: Only when a site administrator clicks Connect Account (or when an access token is refreshed).
   • Data sent: Client ID, Client Secret, authorization code / refresh token, redirect URI, and PKCE code verifier. No form visitor data is sent during authentication.
2. Form submission sync
   • When: Only when a visitor submits a Contact Form 7, WPForms, Elementor, or Formidable Forms form that has an active Salesforce feed.
   • Data sent: Only the form field values that the administrator mapped to Salesforce fields (for example name, email, phone, company, and any other mapped fields), plus the selected Salesforce object type.
3. Admin configuration / testing
   • When: While configuring feeds, testing the connection, or adding notes from the Logs screen.
   • Data sent: OAuth bearer token; for describe requests, the Salesforce object type; for notes, the note title/body and related Salesforce record ID.

API endpoints used (relative to the connected instance URL unless noted):

• OAuth token: https://login.salesforce.com/services/oauth2/token or https://test.salesforce.com/services/oauth2/token
• Create / update records: {instance_url}/services/data/vXX.X/subjects/{objectType}
• Query records: {instance_url}/services/data/vXX.X/query/
• Describe object fields: {instance_url}/services/data/vXX.X/subjects/{objectType}/describe/
• Notes (when used from Logs): {instance_url}/services/data/vXX.X/subjects/ContentNote and related endpoints

No data is sent to Salesforce unless a site visitor submits a mapped form (or an administrator performs connection, feed configuration, test, or note actions). All requests use HTTPS.

Terms of Service: https://www.salesforce.com/company/legal/sfdc-website-terms-of-service/

Privacy Policy: https://www.salesforce.com/company/legal/privacy/

Salesforce Agreements (Main Services Agreement and related terms): https://www.salesforce.com/company/legal/agreements/

Supported Contact Forms

• Contact Form 7
• WPForms
• Elementor Pro (Form widget)
• Formidable Forms

Plugin Features

• Automatically create Salesforce Contacts, Accounts, Opportunities, or Leads upon form submission
• Configure Salesforce OAuth settings directly from the plugin settings page
• Map Contact Form 7, WPForms, Elementor, or Formidable Forms fields to Salesforce properties
• Add notes to Salesforce records from WordPress

Why We Built This Plugin

Salesforce CRM is a powerful platform for managing customer relationships. By integrating it with Contact Form 7, WPForms, Elementor, and Formidable Forms, we wanted to make it easier for WordPress users to send contact and lead data directly to Salesforce and automate their sales and marketing workflows.

Data Handling & Privacy

This plugin does not collect personal data independently.

It processes form submission data that is already handled by WordPress and your installed form plugin (Contact Form 7, WPForms, Elementor, or Formidable Forms).

If logging is enabled, limited submission data and API responses may be stored in the WordPress database for debugging purposes.

Data is transmitted to Salesforce only when:

• A form submission occurs, AND
• A Salesforce feed is configured and active.

Site owners are responsible for:

• Informing users about data collection
• Obtaining user consent where required
• Ensuring compliance with GDPR and other applicable laws

Support

For support, please contact us at Centous Support.

For full setup and usage instructions, please read our documentation:
Contact Form 7 and Salesforce Integration Documentation

Author

Centous
Website: centous.com