How to integrate Wix with Salesforce to add submissions to Salesforce when a form is submitted on Wix

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

For those using Wix, have you ever struggled with managing form information?
Wix allows you to check the submitted form information either through "email" or "dashboard".
However, if you want to manage this information in Salesforce, you need to manually transfer it, which can be burdensome.
Especially if there is a lot of information to manage, the burden is even greater.
To reduce this hassle, we have created a flow to automatically add form information submitted through Wix to Salesforce!
If you're thinking, "I want to reduce the hassle of data entry," please refer to the following steps and try automatic integration with Yoom.

Benefits of Integrating Wix and Salesforce

Benefit 1: Prevention of Human Error

By using the integration described in this article, the form information submitted through Wix is automatically added to Salesforce, eliminating the need for manual entry.
The person in charge will be freed from data entry tasks and can focus on more prioritized work.
Additionally, automation contributes to reducing the risk of human error.
For example, it helps prevent situations like "the customer's name was registered with the wrong kanji" or "form information sent from Wix was missed and not reflected in Salesforce".
As a result, improved data accuracy can be expected.

Benefit 2: Improved Customer Experience

With data automatically added to Salesforce, customer information is centrally managed, making it easier to access necessary information.
This allows the marketing team to quickly respond to potential customers, leading to improved customer experience.
Furthermore, by utilizing Salesforce's analytics and reporting features, strategic decision-making based on data becomes easier, leading to more effective approaches.

[What is Yoom]

Wix and Salesforce Integration Flow

※Important Notes※
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.

Now, let's introduce the steps to actually integrate Wix and Salesforce.
The specific setup steps are as follows.

Set up the app trigger
Add a record

Yoom provides the above two steps as a template.
You can create a flow bot more easily than creating from scratch, so first click the "Try it" button on the banner below to copy the template!

Wix and Salesforce My App Integration

After copying the template, start by registering Wix and Salesforce from Yoom's "My Apps" as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".

1. After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left

2. Search for the app name, enter the necessary information, and register the app

Once Wix and Salesforce appear in the My Apps list, you're all set!

Let's proceed to the detailed settings right away!

Step 1. Set App Trigger

First, click on the app trigger "When the form is submitted".

On the first page, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

Set up the Webhook event reception for the app trigger.
Follow the instructions and refer to the article below to set it to activate when the form is submitted.
Wix Automation: Sending Data via Webhook

Once all settings are complete, click "Test" to check for any errors.

If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Add Record

Next, click "Add Record".

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At the beginning of the first page, the account information is displayed as in Step 1, so please check it.

Below that, there are fields to specify the "My Domain URL" and "API Reference Name of the Object" necessary for integration with Salesforce, so enter them and click "Next".

On the next page, set the values for the record to be added.
Use the output information to enter the values.

Click "Test" and if there are no errors, click "Save".

If a popup like the one below appears, all settings are complete.
Turning on the trigger will execute the flow.

Other Examples of Automation Using Wix and Salesforce

Yoom offers many automation examples using Wix and Salesforce.
Here are some representative examples.

1. Add to Google Sheets when a form is submitted on Wix

For those who want to manage form information in Google Sheets, the following template is recommended.

2. Send Standard Emails in Gmail Based on Salesforce Contact Information

It is possible to automate the sending of standard emails by integrating Salesforce with Gmail. If you are manually sending emails each time, please consider this as a reference.

3. Get Salesforce reports daily and notify on Slack

For those who check Salesforce reports daily, integration with Slack is recommended.
This integration allows you to check reports on Slack without directly accessing Salesforce, reducing the effort required for checking and preventing any oversights.

Summary

These are the steps for integrating Wix with Salesforce!
By using this integration, you can reduce the burden of data entry while also preventing input errors and missed information checks.
Additionally, since you can centrally manage prospective customer information in Salesforce, it becomes easier to access the necessary information, which can also lead to faster customer response times.

With Yoom, you can easily set up the integration without any programming knowledge, so if you're interested, please start by registering for free here!