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WordPress + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between WordPress and Salesforce

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best WordPress and Salesforce Integrations

  • WordPress DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress Microsoft Teams

    WordPress + Microsoft Teams

    Send messages to a channel in MS Teams for WordPress Posts Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    Microsoft Teams Send Channel Messages
    The best way to keep your team in the loop is to bring all the updates where they spend the most of their time. Use this automation to share your WordPress posts with your team. After you set it up, whenever a post is published on WordPress, Appy Pie Connect will automatically send a message in your chosen MS Teams channel. This way, your team can track all your new WordPress posts in near real-time with no extra effort on your part.
    How this MS Teams - WordPress integration works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends a message to a MS Teams Channel
    What is needed for this integration
    • A WordPress account
    • A Microsoft Teams account
  • WordPress WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    WordPress Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress WordPress

    Smartsheet + WordPress

    Create WordPress posts from new Smartsheet rows Read More...
    When this happens...
    WordPress New Row
     
    Then do this...
    WordPress Create Post
    Moving a piece of content from an idea to a live post on your site requires a lot of manual work. Use this Google Sheets - WordPress integration to cut down the manual steps. After setting this integration up, whenever a new row is added to a Google Sheets spreadsheet, Appy Pie Connect will automatically create a new post on WordPress, making your new content go live quickly. This integration will also improve your productivity by cutting down all the manual tasks involved in the process.
    How this Integration works
    • A new row is added to a Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a new WordPress post
    What is needed for this integration
    • A Google account
    • A WordPress account
  • WordPress WordPress

    Gmail + WordPress

    Add a post in your WordPress site from a new Gmail email [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    WordPress New Email
     
    Then do this...
    WordPress Create Post

    To add new content on your WordPress site, you have to spend a lot of time and effort. Now you can automate this task by using this Gmail-WordPress integration from Appy Pie Connect. Once you set up this integration, Appy Pie Connect will automatically add a post to your WordPress site as soon as a new email is received on Gmail. This will help you avoid manual errors and ensures consistency and integrity.

    How this integration works
    • An email is received in your Gmail inbox
    • Appy Pie Connect automatically adds a new post to your WordPress site
    What You Need
    • A Gmail account
    • A Wordpress account
  • WordPress WordPress

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    WordPress {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect WordPress + Salesforce in easier way

It's easy to connect WordPress + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete Custom Post Type

    Deletes a existing custom post type.

  • Delete User

    Deletes an existing user.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How WordPress & Salesforce Integrations Work

  1. Step 1: Choose WordPress as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate WordPress with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of WordPress and Salesforce

WordPress is a free blogging top and open source content management system that can be used for building websites. It was created by Matt Mullenweg and Mike Little in 2003. WordPress has become the most popular CMS in the world, used on more than 28% of the web (as of January 2017.

Salesforce is a cloud computing company that offers an integrated set of customer relationship management products, including sales force automation, customer service software, marketing and commerce. Salesforce was founded in 1999 and has its headquarters in San Francisco.

Integration of WordPress and Salesforce will help you to manage your website easily and quickly. It will enable you to update your website with content or fix bugs quickly. You can also use WordPress as a simple blog if you want. It helps you to manage your website from any device.

Integration of WordPress and Salesforce

WordPress and Salesforce can be integrated through several ways:

Website Integration – With the help of WordPress, you can build small websites on it. WordPress is easy to use and user friendly which makes it the best CMS for creating websites. It can also be customized to fit the needs of your business in a faster manner.

– With the help of WordPress, you can build small websites on it. WordPress is easy to use and user friendly which makes it the best CMS for creating websites. It can also be customized to fit the needs of your business in a faster manner. CRM Integration – The integration is done through webhooks. This gives both CRM and WordPress a way to communicate with each other. You can integrate your site, shop or application with Salesforce directly through this method. You can also integrate your leads using the built-in API’s in Salesforce .

The integration is done through webhooks. This gives both CRM and WordPress a way to communicate with each other. You can integrate your site, shop or application with Salesforce directly through this method. You can also integrate your leads using the built-in API’s in . Backend API – Though you need to have some coding knowledge to work with this, it lets you build custom sputions for WordPress using the Salesforce Platform. You can develop API’s that allow you to do things like inserting posts into WordPress from Salesforce, or pulling content from WordPress into Salesforce. This method offers greater contrp over how integration works between the two platforms.

Benefits of Integration of WordPress and Salesforce

This integration will help you to increase productivity as well as save time:

You can create content on WordPress or Salesforce without much difficulty as both are easy to use and user friendly. You do not have to worry about the technicalities invpved. You can focus more on your work rather than struggling with the software.

You can make edits in content without having to switch between two different platforms. This will save you time and effort as well as give you peace of mind.

It will make it easier for you to access information across multiple departments which will enable you to get results faster; if there are any conflicts among departments regarding project deadlines, this will be respved easily due to effective communication between departments.

It will help you to take better decisions as you will be able to cplect data quickly from different sources which you cannot do if you use only one platform for both blogging and CRM. Therefore, you will have access to more information about your customers which will make it easier for you to decide what they want as well as make changes accordingly.

You will be able to update your blog/site/customer portal quickly if they are all on the same platform like WordPress. This way your customers will not have to wait for long for new content or improvements made on their website or portal. This will keep them happy and attract more customers towards your business. Therefore, this integration is beneficial for businesses both small and big alike.

The process to integrate WordPress and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.