If you run a website that accepts Salesforce leads directly, chances are it’s running on WordPress. Chances are also that you’re getting emailed each of those leads, which you then have to copy-and-paste back into Salesforce, to put them into your system. Not anymore.
Salesforce has just launched a WordPress-to-Lead plug-in that allows you to place a sign-up form on any WordPress post or page, which then automatically puts that data into your Salesforce account. No more email required. It’s the first “Consumerprise” play that Salesforce has attempted.
Like all WordPress plug-ins, it requires a little bit of work to install WordPress-to-Lead, but it’s relatively simple. You download the plug-in here, upload the files to your server through FTP, then go into your WordPress set up to activate it. You then need to enter your Salesforce.com Organization ID, and then you’re all set. You can use the [salesforce] WordPress shortcode to display the form anywhere on your site. And yes, the form is customizable with different fields.
This seems like such an logical addition for Salesforce that it’s somewhat surprising they didn’t have something like this earlier (though there have been other work-arounds). Especially in today’s world where we’re all bombarded by email, and some are easily overlooked — or you have to hire someone to be in charge of moving these leads from your mail over to Salesforce. This is much, much simpler.
The video below has more: