Description

The Everest Forms Salesforce addon automatically sends Everest Forms form submissions to your Salesforce CRM account, mapping form fields directly to leads, contacts or custom objects in the platform. Targeted at sales teams and marketing professionals who need to capture potential customers via your WordPress site, the integration eliminates manual work transferring information between the public form and the sales pipeline.

Key Features

  • Automatic lead submission
    Each form submission creates a corresponding record in Salesforce without manual intervention.
  • Custom field mapping
    Allows linking each Everest Forms field to an equivalent field in the CRM object.
  • Support for multiple objects
    Forwards data to leads, contacts or custom objects based on the form configuration.
  • Connection via official API
    Authenticates communication with Salesforce securely using account credentials.
  • Configuration in the form editor
    All integration is defined directly in the form editor screen, without additional code.

Salesforce Benefits

  • Lead capture without rework
    Eliminates manual spreadsheet export and copying of data between systems.
  • Real-time sales pipeline
    The sales team receives new contacts in the CRM at the exact moment of submission.
  • Centralization of commercial information
    Keeps all prospective customer data organized within Salesforce.
  • Productivity gain in operation
    Reduces time spent on administrative tasks and frees focus for customer service.

Who Should Use It?

  • Sales teams that use Salesforce as their primary CRM and capture leads through the site.
  • Digital marketing professionals responsible for demand generation campaigns.
  • Agencies and consultancies that deliver WordPress sites integrated into the client’s sales funnel.
  • B2B companies relying on contact and quotation forms to nurture opportunities.

Recommended for businesses that treat Salesforce as the central hub of commercial operations, the addon connects the WordPress capture channel to the lead qualification and follow-up process. By automating data transfer, it shortens the cycle between the visitor’s first contact and the salesperson’s action, keeping each opportunity’s history within the CRM from the source.

Frequently asked questions

Is Everest Forms Salesforce GPL-licensed?

Yes. Everest Forms Salesforce is distributed under the GPL (GNU General Public License). You may legally use, modify and redistribute it on as many sites as you want.

Can I use Everest Forms Salesforce on multiple sites?

Yes. You can use Everest Forms Salesforce on multiple sites. The number of sites connected to Ultrapack Auto Updater is limited by your plan.

How much does Everest Forms Salesforce cost at Ultrapack?

Everest Forms Salesforce costs US$2.99 as a single purchase, and it is also included in the subscription plans starting at US$12/mo (VIP I).

Does Everest Forms Salesforce include updates?

Yes. The current version of Everest Forms Salesforce is 1.0.4, published at Ultrapack on Apr 2, 2026. Subscribers update straight from the WordPress dashboard with UAU (Ultrapack Auto Updater).

Is Everest Forms Salesforce scanned before publication?

Yes. Every version of Everest Forms Salesforce goes through a malware scan (ClamAV and YARA rules, at UltraHub) before it is published.

What are the requirements for the plugin Everest Forms Salesforce?

Requires WordPress 5.0 or higher and PHP 7.2 or higher. Tested up to WordPress 6.5.3.