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Salesforce Integration: Optimize Your Business Processes with the Ultimate CRM Automation

Salesforce Integration: Personalize every experience along the customer journey with the Customer 360. Unify marketing, sales, service, commerce, and IT on the world’s #1 CRM.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Salesforce. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Salesforce.

Salesforce Integration Tutorials

note-icon-bit-apps  Note

This integration will only work in Developer, Starter, and Professional (Not Work in Trial) edition.

Authorization of Salesforce Integration

First, you have to select Salesforce from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Salesforce from the action page.

Salesforce Integration with Bit Integrations - Salesforce

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Salesforce Integration with Bit Integrations - Set Integration Name

To get your Salesforce Client ID & Client Secret, follow these steps:

  • Access your Salesforce account.
  • Click on the settings icon at the top right corner and select Setup.
  • On the left side, scroll down to Platform Tools.
  • Under Platform Tools, click on Apps, and then navigate to App Manager.
  • Click on “New Connected App.
  • Provide a Connected App Name, API Name, and Contact Email.
  • Enable OAuth settings under API (Enable OAuth Settings).
  • Obtain your Callback URL from the integration page and paste it into the Callback field.
  • Add the OAuth scopes “Full Access” and the “Perform requests anytime (including refresh_token and offline_access).
  • Disable “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows,” then click on Save and Continue.
  • Under API (Enable OAuth Settings), click on “Manage Consumer Details.”
  • Verify your account using the OTP sent to your email.
  • Your Consumer Key and Consumer Secret will be displayed.
  • Copy your Consumer Key and paste it into the Integration Client ID field.
  • Copy your Consumer Secret and paste it into the Client Secret field.

Once you have successfully entered your Salesforce Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Type: Select a an action the drop-down list. For Example: “Create Contact

Salesforce Integration with Bit Integrations - Select an Action
  • Create Contact
  • Create lead
  • Create Account
  • Create Campaign
  • Add campaign member
  • Create Task
  • Oportunity Create
  • Event Create
  • Create Case

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Salesforce. The “Last Name” field is the default field in Salesforce, so you will need to map your form’s “Last Name” field to this field in Salesforce. You have the option to map additional fields by clicking on the Plus (+) icon.

Salesforce Integration with Bit Integrations - Field Mapping
  • Last Name – Mandatory Field
  • First Name
  • Email
  • Salutation
  • Other Street
  • Other City
  • Title
  • Department
  • Mailing Street
  • Mailing City
  • Mailing Country
  • Level
  • Languages
  • Last Name – Mandatory Field
  • Email – Mandatory Field
  • Company – Mandatory Field
  • First Name
  • City
  • State
  • Salutation
  • Title
  • URL
  • Phone
  • Mobile
  • Fax
  • Street
  • Zip
  • Country
  • Description
  • Lead source
  • Industry
  • Rating
  • Revenue
  • Employees
  • SIC Code
  • Product Interest
  • Primary
  • Current Generator(s)
  • Number of Locations
  • Account Name – Mandatory Field
  • Phone
  • Billing Street
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Country
  • Account Type
  • Shipping Street
  • Shipping City
  • Shipping State
  • Shipping Postal Code
  • Shipping Country
  • Website
  • Industry
  • Number Of Employees
  • Description
  • Rating
  • Site
  • Clean Status
  • Naics Desc
  • Sic Desc
  • Customer Priority
  • SLA
  • Active
  • Number of Locations
  • Name – Mandatory Field
  • Type
  • Description
  • Status
  • StartDate
  • EndDate
  • ExpectedRevenue
  • BudgetedCost
  • ActualCost
  • Name – Mandatory Field
  • Close Date – Mandatory Field
  • Description
  • Amount
  • Delivery/Installation Status
  • Tracking Number
  • Order Number
  • Current Generator(s)
  • Main Competitor(s)
  • Start Date – Mandatory Field
  • End Date – Mandatory Field
  • Location
  • Description
  • Name – Mandatory Field
  • Email
  • Phone
  • Company
  • Subject
  • Description
  • Engineering Req Number
  • SLA Violation
  • Product
  • Potential Liability

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Salesforce Integration with Bit Integrations - Finish and Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Salesforce Integration with Bit Integrations - Success

Encountering Session Expired or Invalid Error

After completing the integration successfully, if you encounter the issue of “Session expired or invalid,” refer to this instructional video. Make sure to include the “Perform requests anytime (including refresh_token and offline_access)” scope in OAuth. Otherwise, you might not see the refresh token policy option.

  • Navigate to “Apps” in the Platform tools section.
  • Select “Connected Apps” and proceed to “Manage Connected Apps.”
  • Edit your application.
  • Opt for “Enforce IP restrictions” as the type for IP Restriction.
  • Choose “Refresh token is valid until revoked” for the Refresh Token Policy.
  • Save your changes.

Use Case

Bit Form with Salesforce

Bit Form Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Elementor Form with Salesforce

Elementor Form Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Gravity Forms with Salesforce

Gravity Forms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

WPForms with Salesforce

WPForms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Contact Form 7 with Salesforce

Contact Form 7 Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Ninja Forms with Salesforce

Ninja Forms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Forminator Forms with Salesforce

Forminator Forms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Formidable Forms with Salesforce

Formidable Forms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

Fluent Forms with Salesforce

Fluent Forms Integration with Salesforce using Bit Integrations. Easily capture and manage leads by syncing form submissions with your Salesforce account automatically.

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