Integrating your website’s contact forms with SalesForce via their API system can help you to streamline your sales and customer service processes by automating the transfer of contact information and leads from your website to your SalesForce account.
Here are the steps to integrate your website’s contact forms with SalesForce via their API system:
Suggested Read – What are APIs and how do APIs work?
Step #1 – Create a SalesForce Developer Account
Step #2 – Review the Salesforce API Documentation
Step #3 – Create a connected app
To integrate your website’s contact forms with SalesForce, you need to create a connected app. A connected app is an application that has access to the SalesForce API. You can create a connected app in the SalesForce Developer Console by following the instructions in the documentation.
Step #4 – Obtain API Credentials
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Step #5 – Install a SalesForce integration plugin on your website
Next, you need to install a SalesForce integration plugin on your website. There are several plugins available that are designed to integrate contact forms with SalesForce, such as Formstack, Gravity Forms, and Contact Form 7. Choose a plugin that is compatible with your website platform and has a strong track record of successful integrations.
Step #6 – Configure the integration plugin
Step #7 – Test the integration
Step #7 – Go Live
In summary, integrating your website’s contact forms with SalesForce via their API system involves creating a SalesForce developer account, reviewing the SalesForce API documentation, creating a connected app, obtaining API credentials, installing a SalesForce integration plugin on your website, configuring the integration plugin, testing the integration, and going live.
By following these steps, you can create a seamless integration that streamlines your sales and customer service processes.
Need more information on how to get your contact forms to integrate with SalesForce? Give us a call on 303.473.4000 or click here to get in touch.
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