My organization would like to create an online form - which would live on our Wordpress website - so that someone can subscribe to our newsletter. We don't use the Lead object, so I don't think we can use Salesforce's Web-to-Lead feature.
I imagine the form would work in this way: 1) person provides their name, email address, title and organization. 2) Salesforce creates a Contact record for them and adds them to our newsletter list (via a picklist field that lives on the Contact record). I understand we'd have to manually check new subscribers to make sure they aren't duplicate Contacts in our system.
Does anyone know of a free form builder tool that we could use to do this? We unfortunately don't have the budget to pay for a new tool. We have Conga but I don't think it has this functionality.
Thanks in advance for any advice!
Marie
@Marie Akerman I'm familiar with the Beaufort12 integration and Campaign Monitor. The Campaign Monitor for Salesforce (CM4SF) integration actually can create Contact records.
On the page you linked to, see the last line:
"You can also use field mappings combined with the create records feature to create new contacts or leads."
The "create record" hyperlink within that line has instructions on how to create Contacts through the CM4SF integration. Comb through the instructions and feel free to reach out if you need further assistance.
