The Detail Department

  • Our Services
    • Strategy
    • Analysis
    • Implementation
    • Training
  • Applications
    • Salesforce
    • Confluence
    • WordPress
    • Other Apps
  • About Us
    • Jodie Miners
    • Projects
    • Privacy Policy
  • Blog

© The Detail Department Pty Ltd 2016

You are here: Home / Salesforce / Using Wufoo Forms with Salesforce

Using Wufoo Forms with Salesforce

27-Oct-2013 by Jodie Miners

You need to get information from your website into Salesforce, especially for Leads for new clients.

If you are on full WordPress you can use Gravity Forms for Salesforce plugin – it is a free plugin to Gravity Forms, and it can be used on all versions of Salesforce – with Web to Lead for the lower end versions of Salesforce, and Web to Anything, via the API with higher end versions of Salesforce.

If you are not using Gravity Forms, you can use the WordPress-to-lead plugin.

You can also use Integration services like Zapier, as detailed in my previous post on Integrations, however Salesforce is a premium pricing level in Zapier.

Wufoo Forms is another app that does Salesforce Integration, but not really very well. About the only time you would use Wufoo integration with Salesforce is if you were a NFP with a WordPress.com site. Wufoo is a great option for nice forms for a WordPress.com site (see my previous post on using Wufoo with WordPress.com), but as there are so many other options for full WordPress, I would not use Wufoo except for on WordPress.com.

Wufoo requires Enterprise version of Salesforce. So if you can afford Enterprise version of Salesforce, you can afford a website that can do forms that have better integration than Wufoo. NFP’s get 10 users on Enterprise version of Salesforce for free, and WordPress.com is free, so that is the only reason why the combination of using Enterprise Salesforce and WordPress.com would come up.

The biggest limitation in using Wufoo is that it can’t deal with Custom Fields at all. Yes, a Wufoo form can create a Lead in Salesforce and transfer the Name, Email Address and Phone Number fields directly into Salesforce in an instant and for that it is great! But, all of the other fields on your beautiful Wufoo form are only visible in a note attached to the Lead. So you have to spend a lot of time copying and pasting values from the note into fields in Salesforce. Is it worth it?

If you have to copy and paste so many fields anyway, you may as well just get all the details in an email, and copy and paste all the details into Salesforce. All of this copying and pasting has the potential to introduce errors, and errors introduced at the Lead stage will flow through your whole systems.

Of course, there are other ways to get Leads from a Website into Salesforce:

  • Use the standard Web to Lead form that is created from Salesforce – see this video
  • Use custom code see this post using curl
  • Use a Salesforce App like Email to Something that takes a particularly formatted email and creates any object in Salesforce, but it is difficult to set up, and I did not find it 100% reliable.

There is a list of other Web to Salesforce options in this post by Cloud4Good and this post by the Salesforce Foundation and there are other apps on the App Exchange for doing Web to Lead.

So in summary, do set up a Web to Lead form at from your Website to Salesforce, but think about it, and use the right tool for the job. Unfortunately Wufoo is not really the right tool.

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • More
  • Click to print (Opens in new window)

Filed Under: Salesforce, Wordpress Tagged With: forms, web-to-lead, wufoo

Jodie Miners

Jodie Miners is the Director of The Detail Department. She can help your business move from vision to reality with the right systems for your business.
Her eye for detail and her understanding of the ‘bigger picture’ will create and integrate seamless business systems. Read More about Jodie…

View My Blog Posts

Search this Website

Subscribe to Blog Posts

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Latest Posts

Advice for Salesforce Career Progression

So, you want to learn Salesforce?

Your Business Needs More Than Just a Website

Q and A: Apps for Service Delivery

Using Wufoo Forms with Salesforce

Integrations are The New Black

We need to talk about Documentation

Tools to help write help documents

Moving away from Command and Control

My ultimate guide to getting started with Gmail