Hi Community,
I’m new to Zapier, (currently testing if we can use it for my company)
What I would need to do is the following:
Someone is filling a Wordpress Form we have live, the data is synchronized by Zapier to our Salesforce and it is creating a new Lead or updating existing record, Lead/Contact with the information from the form.
How can I achieve the above?
Thank you in advance for any help.
It depends on what form plugin you’re using on your website. Some will have a native integration with Zapier, others you will need to pay for the premium version (of the form or add-on). And if none of the above is possible, you can do it directly with custom code by hooking into the form code and sending it to a zapier webhook endpoint.
Hi David,
thank you for your answer.
We have the standard Zapier Plugin installed on our WP instance.
But in order to test any functionality I need to create the Zap for the process and honestly I do not know where to start.
Correct. Which is why the first thing I said is that it depends on the form plugin that you are using.
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