WordPress-to-Lead Plugin: A Free Contact Form Builder for WordPress - Story From: Recent Ideas

Building Contact Forms in WordPress has Never Been Easier

Finally WordPress + salesforce.com together! WordPress users have been asking for a way to capture leads directly into Salesforce CRM, instead of losing them in their email inbox, as so many WordPress contact form plugins tend to do. And, we know that WordPress users would really like a custom contact form solution that doesn’t involve cutting and pasting code. So we’ve done it – we’ve created the WordPress-to-Lead for Salesforce CRM plugin! It’s an easy-to-use contact form builder that captures leads directly into Salesforce CRM.

Want the WordPress-to-Lead Plugin But You Are Not a Salesforce.com Customer?

If you’re not a Salesforce CRM user, be sure to register for a free CRM trial before downloading the WordPress-to-Lead plugin.

Installing the WordPress-to-Lead Plugin

If you’re already a salesforce.com customer, here’s what you need to do:

1. Download the WordPress-to-Lead Plugin
2. Using an FTP client, upload the `plugin` folder to your `/wp-content/plugins/` directory
3. Login to WordPress and activate the plugin through the 'Plugins' menu in your WordPress admin dashboard
4. Update your WordPress-to-Lead settings by entering your salesforce.com organization ID. To find your  Organization ID:

• Login to salesforce.com
• Go to  Setup >  Company Profile > Company Information

• Copy the 15 digit number
• Paste it into the salesforce.com organization ID field in your WordPress-to-Lead settings

Creating Your WordPress-to-Lead Contact Forms

Once you’ve installed and activated the WordPress-to-Lead plugin, configuring your contact form and getting it published to your WordPress site is easy.

All you need to do is configure the form settings in your WordPress-to-Lead plugin configuration page:

To publish the contact form to a post or page, simply use the shortcode [salesforce] and hit save:

Your contact form will instantly appear on the page!

If you want a contact form on every page, just enable the WordPress-to-Lead sidebar widget.

And your form will appear on every page, in the sidebar.

And voila! Creating WordPress contact forms has never been easier.

Much thanks to Metamorphosis Gourmet Catering San Francisco for letting us demo this plugin.

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