When Your WordPress Forms Don’t Properly Connect to Salesforce

If your organisation uses WordPress and online forms to capture enquiries, referrals, donations, or applications, this situation may feel familiar:

“The form works — but what happens to the data afterwards is messy.”

This is a very common challenge for UK charities and SMEs using Salesforce alongside WordPress, particularly where Gravity Forms has been added over time without a clear data strategy.

Forms Are Often the Front Door to Your Organisation

For many organisations, WordPress forms are critical. They are used for:

• Referrals and enquiries

• Funding or grant applications

• Event registrations

• Support requests or case intake

When these forms are not properly integrated with Salesforce, teams are left manually copying data, correcting errors, or chasing missing information — all of which increases admin and slows response times.

Gravity Forms and Salesforce: Powerful, But Easy to Get Wrong

Gravity Forms is a flexible and popular choice, but we often see issues such as:

• Fields not mapping cleanly into Salesforce

• Data landing in the wrong objects or fields

• Duplicate records being created

• No validation or error handling

Over time, this leads to poor data quality and a lack of trust in Salesforce as the system of record.

With the right integration approach, Gravity Forms can reliably feed Salesforce with clean, structured data that supports downstream processes and reporting.

Poor Form Design Leads to Poor Data

Even with an integration in place, problems often start at the form itself:

• Fields that do not align with Salesforce data models

• Free-text fields where picklists should be used

• Mandatory fields missing critical information

Good Salesforce data starts with well-designed forms. Aligning form fields to Salesforce objects and validation rules dramatically improves data quality and reduces manual clean-up.

What Happens After the Form Is Submitted Matters Most

A common gap we see is what happens after submission:

• No automated follow-up emails

• No task or case creation

• No clear ownership or workflow

Salesforce should automatically route, prioritise, and track form submissions — whether that is a referral, enquiry, or support request. Without this, forms become little more than digital inboxes.

Reporting Falls Apart When Form Data Is Inconsistent

When form data is inconsistent or incomplete, reporting quickly becomes unreliable. This makes it difficult to answer questions such as:

• How many referrals are we receiving each month?

• Which channels generate the highest-quality enquiries?

• How quickly are we responding to form submissions?

Consistent form integration is essential for meaningful reporting and accountability.

Ongoing Salesforce and WordPress Integration Support

At Zon Projects, we help UK charities and SMEs manage and improve their Salesforce and WordPress integrations, including Gravity Forms.

As part of our Salesforce Admin as a Service, we:

• Design and optimise Gravity Forms for clean Salesforce data

• Build and maintain reliable Salesforce integrations

• Reduce duplicate records and data errors

• Automate follow-up processes and workflows

• Ensure reporting reflects real activity and outcomes

All delivered as ongoing support — not one-off fixes that break over time.

👉 If your WordPress forms are creating admin work instead of saving time, your integration needs attention.
Visit www.zonprojects.com to see how ongoing Salesforce admin support can help you get more value from your WordPress and Gravity Forms setup.