Salesforce Integration

with Fluent Forms

Get the most out of the CRM platform with Salesforce and Fluent Forms

Salesforce Integration with Fluent Forms

About Salesforce

  • Salesforce is a leading customer relationship management (CRM) platform that empowers businesses to manage customer interactions and drive sales growth effectively.
  • With its robust set of tools, Salesforce enables organizations to streamline their sales processes and enhance collaboration across teams.
  • The platform offers customizable solutions tailored to meet the unique needs of different industries, ensuring businesses can optimize their operations.
  • Integrating Salesforce with Fluent Forms allows for seamless lead capture, ensuring that all data collected through forms is instantly available for sales and marketing efforts.

How to Integrate With Fluent Forms

Integrate your Salesforce account easily with Fluent Forms Pro by following these steps.

Steps for Integrating Salesforce with Fluent Forms:

  • Activate the Salesforce Module.
  • Get your Salesforce Domain URL, Consumer Key & Consumer Secret.
  • Use the Domain URL, Consumer Key & Consumer Secret with the Salesforce module.
  • Create/Use a form with Fluent Forms.
  • Set up the integration feed and map the input fields.

Use case

  • Lead Management Efficiency: When a user submits a form created with Fluent Forms, their information is automatically populated in Salesforce, strexzamlining the lead management process and saving valuable time.
  • Enhanced Data Collection: Utilize Fluent Forms to gather essential information from potential clients, which is instantly synced to Salesforce, allowing for better data-driven decisions.
  • Automated Follow-ups: Set up automated workflows in Salesforce based on form submissions to ensure timely follow-ups, enhancing customer engagement and improving conversion rates.
  • Client Feedback and Surveys: Capture client feedback through Fluent Forms, with responses directly integrated into Salesforce for analysis, helping improve service offerings and customer satisfaction.

Category

CRM

Connection Type

Direct Integration

Plan Needed

Pro

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Questions in Mind? We Have Them Answered.

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Fluent Forms doesn’t make your website heavy or slow. The plugin is thoughtfully built with a clean coding structure.

Fluent Forms takes users’ privacy seriously and it comes with options to make your forms GDPR compliant.

No worries! We have a top-rated support team ready to serve you 24/7 for helping users with technical issues and additional guidance.

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Absolutely, yes. All you have to do is to ask for a refund within 14 days of purchase.

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