Integrating WordPress with Salesforce

With the Uncanny Automator Elite Integrations addon, you can connect your WordPress site to Salesforce with just a few clicks.

After you’ve installed the Elite Integrations addon for Uncanny Automator, you’ll need to connect Uncanny Automator to your Salesforce account.

Connecting Uncanny Automator to your Salesforce account

To connect Uncanny automator to your Salesforce account, follow these steps:

1. Go to Automator > App Integrations.
2. Scroll through the list of App Integrations and click Salesforce.
3. Click Connect Salesforce.
   
4. You will be prompted to log into Salesforce.
5. You will then be asked to allow Uncanny Automator to manage your Salesforce data. Click Allow to complete the connection. You will be returned to the app connection screen on your WordPress site.

Using Salesforce actions in recipes

Once you’ve successfully connected to Salesforce, you can now use Uncanny Automator to create and update contacts and leads when users complete actions on your WordPress site. To do this:

1. Create a new recipe.
2. Choose the trigger(s) that will cause this recipe to run. Here are a few ideas:
   • Send new contacts to Salesforce when someone make a purchase
   • Add leads to Salesforce when someone fills out a form
   • Add a lead or contact to a campaign when a user completes a course, registers for an event or webinar, visits a specific page, or adds an item to their cart.
3. Add the desired Salesforce action to the recipe.
4. Ensure the trigger(s) and action(s) are set to Live, then set the recipe to Live.

That’s it! Your recipe will now run whenever users complete the selected trigger(s), automatically sending the desired updates to your Salesforce account.