README

Turn Magento 2 form submissions into Salesforce leads. This free add-on for MageMe WebForms pushes form data to Salesforce CRM via the REST API with OAuth 2.0 authentication, custom field mapping, and campaign membership tracking.

Features

Create Salesforce leads automatically from form submissions
Authenticate via OAuth 2.0 with automatic token refresh
Map form fields to any standard or custom Salesforce lead field
Associate leads with Salesforce campaigns and set campaign member status
Automatic date format conversion and number field sanitization
Auto-populate FirstName, LastName, Email, and Company from form data
Resend submissions to Salesforce manually from the Magento admin panel

Requirements

Magento 2.4.x
MageMe WebForms 3 version 3.5.0 or higher
PHP curl and json extensions
Salesforce account with API access (Connected App)

Installation

composer require mageme/module-webforms-3-salesforce
bin/magento setup:upgrade
bin/magento cache:flush

Configuration

Go to Stores > Configuration > MageMe > WebForms > Salesforce and enter your Salesforce credentials (Client ID, Client Secret, Username, Password).
Open any form in the admin panel and configure the Salesforce integration tab to map form fields to lead properties.

Other MageMe WebForms Integrations

Route your Magento 2 leads and support requests to the right tools:

HubSpot — sync contacts, companies, and tickets
Zoho CRM & Desk — create leads and support tickets
Freshdesk — create support tickets automatically
Zendesk — create tickets with custom field types
Klaviyo — build profiles and grow your email lists
Mailchimp — subscribe customers to audiences
Zapier — connect forms to 7000+ apps

Custom Magento development

Need a feature an extension doesn't cover, or a bespoke Magento build? MageMe takes on custom extension development and integration work.

→ Custom Magento development

Support

Documentation: docs.mageme.com
Bug reports and feature requests: GitHub Issues

License

Governed by the MageMe End User License Agreement (mageme.com/license). This add-on is distributed free of charge.

MageMe WebForms is a no-code form builder for Magento 2 — conditional logic, multi-step forms, file uploads, and CRM integrations. → Get WebForms

mageme / module-webforms-3-salesforce

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