Salesforce solutions

WordPress Salesforce Web-to-Case Integration

Support requests from your WordPress site become Salesforce Cases, matched to the right customer and routed to the right agent.

Raise a query → See the process
The problem

Manual work is costing you more than time.

  • Support emails get lost in shared inboxes with no tracking.
  • Agents can’t see which customer or account a request belongs to.
  • Response times and case volumes aren’t measured.
How it works

Our WordPress → Salesforce integration process

  1. 01

    Build the support form

    A WordPress support form collects the details your agents need.

  2. 02

    Create Cases

    Submissions create Cases matched to the existing Contact and Account by email.

  3. 03

    Route and prioritise

    Assignment rules and queues route Cases by product, priority or region.

  4. 04

    Confirm to customers

    Customers get an automatic confirmation with their case number.

What syncs

Data we keep in step.

CasesContacts & AccountsAttachmentsPriority & typeQueuesCase comments

Every request tracked

No more lost support emails.

Full context

Agents see the customer’s account and history.

Measurable service

Report on response times and volumes.

FAQ

WordPress + Salesforce questions

Does this need Service Cloud?

Cases are available in Sales Cloud editions too, though Service Cloud adds features like entitlements and omni-channel routing.

Can customers attach screenshots?

Yes. Files uploaded on the form are attached to the Case.

What if the customer isn’t in Salesforce yet?

A new Contact is created, or the Case is flagged for an agent to link.

Related integrations

WordPress → Salesforce

WordPress to Salesforce Web-to-Lead Integration

Every WordPress form submission lands in Salesforce as a clean, assigned Lead with source and campaign data attached.

WooCommerce → Salesforce

WooCommerce Salesforce Integration

WooCommerce orders, customers and products sync into Salesforce so every team sees complete purchase history.

WordPress Forms → Salesforce

WordPress Form to Salesforce Sync

Go beyond basic Web-to-Lead: send any WordPress form to any Salesforce object, including custom objects and file uploads.

Available in

United StatesUnited KingdomUAE & DubaiAfricaJapan

Related services

Salesforce Integration Solutions
Free consultation

Let’s connect WordPress and Salesforce.

Tell us what you want to connect or build. We reply within one business day with a clear plan and a fixed price.

  • Projects from under $500Small fixes and integrations, fixed price.
  • Reply within 1 business dayWith a plan, timeline and quote.
  • Free 30-min callAt a time that suits your time zone.

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