New Salesforce addon by WPForms: A step in automating the CRM with WordPress

Last Updated on October 24, 2022 by Editor

As CRM (Customer Relationship Management) software, both HubSpot and Salesforce are all about coordinating with team members while staying connected with customers. One can organize leads, deals, contacts, products, and more.

SalesForce: Pioneering CRM platform with a stellar feature set

SalesForce is perhaps the most advanced Customer Relationship Management (CRM) software. As per PC Mag, “Salesforce has long been the CRM solution to beat. This pioneering platform excels with a stellar feature set as well as an ever-widening set of innovations, including AI, and ease of interoperability with a long list of Salesforce partners.” There are a number of subsets of apps under SalesForce, each targeting a niche.

Salesforce offers a 30-day free trial. However for Salesforce, there is no free version like HubSpot and WPForms.

As a consequence, WordPress users with constrained budget choose to go with HubSpot for their CRM needs while having a WPForms lite installed right on day one of WordPress installation.

HubSpot: Powerful CRM that is free to start with

**For WordPress users, preferred way to start making the most of HubSpot CRM.**

WPForms: With a free WordPress lite plugin

**WPForms: Drag & Drop online form builder for WordPress that is free to start with.**

Instead of being viewed as competitors, HubSpot and SalesForce CRM can be used in a complementary way.

Both HubSpot and Salesforce allow integration of each other’s product suite.

**HubSpot & Salesforce Sign a Partnership Pact Through 2020**

For WordPress users, WPForms is integrated with HubSpot (How to Send a Contact From Your WordPress Forms to HubSpot) for a long time. Now, with introduction of the new Salesforce Addon for WPForms (September 2020), WPForms is also integrated with SalesForce. So, here is an opportunity to make the most of two CRMs (HubSpot and SalesForce) and online form builder WPForms for WordPress users under one umbrella.

For WordPress users, be it an ecommerce store or say financial service provider, SalesForce along with Elite plan of WPForms makes a great combination while in quest of competitive advantage.

The new Salesforce addon by WPForms that is shipped with Elite Plan will help customers append form entries to Salesforce CRM automatically, thereby automating the process. Earlier,either we had to manually add form entries from WPForms to Salesforce or use paid services like Zapier.