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How can I get my website’s contact forms to integrate with SalesForce via their API system?

by | May 15, 2023 | API & System Integrations, Blog

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

Before you can integrate your website’s contact forms with SalesForce, you need to have a developer account. You can create one for free on the SalesForce Developer website. Once you have created an account, you can access the SalesForce API documentation.

Step #2 – Review the Salesforce API Documentation

Review the SalesForce API documentation to get an understanding of the API endpoints and data structures you will be working with. You will need to familiarize yourself with the SalesForce REST API, which is used for integrating web applications with SalesForce. Need a developer? Click here for a free consultation.

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

Once you have created a connected app, you need to obtain API credentials. The credentials consist of a client ID and a client secret. These credentials are used to authenticate your website with SalesForce and grant it access to the SalesForce API.

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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

After installing the integration plugin, you need to configure it. You will need to enter your API credentials and configure the plugin settings to map your website form fields to the corresponding SalesForce fields. This ensures that the contact information is transferred correctly between your website and SalesForce.

Step #7 – Test the integration

Before you go live with your integration, you should test it thoroughly to ensure that everything is working correctly. You can do this by submitting test forms and verifying that the data is being transferred correctly between your website and SalesForce

Step #7 – Go Live

Once you have tested the integration and are satisfied that everything is working correctly, you can go live. Be sure to monitor the integration closely during the first few days to ensure that everything is running smoothly.

In conclusion…

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.

Stay tuned for more…

Jeff

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