How to Add a Post to Salesforce When It Is Published on WordPress

2. If the following display appears, the template copy is successful.

Step 3: Set a Trigger to Activate When a Post is Published on WordPress

1. Let's set it up by clicking the flow icons in order.
Each icon has an "!" mark, so click them in sequence to proceed.
First, click on "When a post is published" at the top.

2. You can set the title freely.
Enter the account information to connect with WordPress.
Select "When a post is published" for the trigger action.
Once the input is complete, click "Next".

3. Set the trigger activation interval.
You can choose the activation interval for the trigger from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Generally, a shorter setting is recommended.
Once the setting is complete, click Test.
If there are no errors, save it.

※ The activation interval varies depending on the plan. For details,check this page.

Step 4: Salesforce Setup

1. Return to the flow. Next, click on the "Add Record" icon.

2. You can set the title freely.
Enter the account information to connect with Salesforce.
Choose "Add Record" for the action to execute.
Once the input is complete, click "Next".

3. Enter the My Domain URL and the API reference name of the object.
If you don't know the API reference name, refer to this page.
Once the input is complete, click "Next".

4. Enter the values for the record to be added.
Once the input is complete, click Test, and if there are no errors, save it.
※ The values for the record to be added will display a list of database fields.

5. This completes the flow of [Add to Salesforce when a post is published on WordPress].

Step 5: Test and Confirm

Once the setup is complete, a screen like the following will be displayed. Click the "Turn on Trigger" button. This will activate the flow bot.

Even non-engineers can easily set up using Yoom's templates.
Try this convenient flow from the link below.

Other Automation Examples Using WordPress and Salesforce

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of WordPress and Salesforce.

If there is something that interests you, please give it a try!

Automation Examples Integrating WordPress and Salesforce

It is also possible to create WordPress posts when a record is registered in Salesforce, or to create WordPress posts when records meeting specific conditions are registered in Salesforce.

Automation Example Using Wordpress

Notify Chat Tools When an Article is Published on WordPress

Automatically notify Slack, Discord, etc., when an article is published on WordPress.

Add a user to WordPress when an employee is registered in another app

Automatically add a user to WordPress when employee information is registered in Google Workspace, Notion, or similar services.

Create a New Post in WordPress Using Form Content

Automatically create and publish a post in WordPress using content from Google Forms or similar.

Example of Automation Using Salesforce

Send Template Emails from Salesforce Lead Information Page

Automatically send template emails from the Salesforce lead information page using Gmail or Outlook.

Add to Calendar When a Record is Created or Updated in Salesforce

Automatically register events in Google Calendar or Outlook Calendar when a record is created or updated in Salesforce.

Create a folder in cloud storage when an account is registered in Salesforce

Automatically create a dedicated folder in OneDrive, Box, etc., when an account is registered in Salesforce.

Benefits of Integrating WordPress with Salesforce

Benefit 1: Improve Data Accuracy

By implementing automation, the data entry process itself becomes standardized, eliminating variations due to individual work methods and input styles. Furthermore, smooth data transfer from WordPress to Salesforce reduces the need for manual input, minimizing errors. This can reduce the risk of duplicate or incorrect data entries, thereby enhancing data integrity.

Benefit 2: Streamline Customer Interaction

With content automatically added to Salesforce, sales and marketing teams can easily access the latest content information, facilitating smoother collaboration. For example, when a new blog post is added, sales representatives can immediately share this information with customers and make appropriate proposals. This not only streamlines customer interactions but also helps maintain service quality while reducing the burden on team members.

Conclusion

Integrating WordPress with Salesforce allows for automatic registration of information in the Salesforce database once a post is published, ensuring smooth information sharing. Even without programming skills, you can use Yoom to facilitate app integration seamlessly. Why not leverage automation to efficiently handle routine tasks and enhance accuracy?