Salesforce
Send your AffiliateWP affiliates and referrals to Salesforce with the Zapier addon, so your sales team sees which leads your affiliates brought in.
Affiliate Leads in Your Salesforce CRM
AffiliateWP connects to Salesforce through Zapier. The Zapier addon sends events from AffiliateWP, such as a new affiliate or a new referral, and a zap you build turns each one into a record in Salesforce.
To pay affiliates for leads, record the referral on your lead form first. WPForms, Gravity Forms and Ninja Forms can all record a referral of the Lead type when a referred visitor submits a form.
How It Works
Turn on the Zapier addon
Install the Zapier addon, then check Enable Zapier on the Zapier tab of AffiliateWP’s settings.
Connect AffiliateWP in Zapier
Add the AffiliateWP app to your Zapier account, and choose the events it can receive from your site.
Build a zap to Salesforce
Pick an AffiliateWP trigger, such as a new referral, and a Salesforce action, such as creating a lead.
What You Can Set
New affiliates Pro
Send each affiliate who joins your program to Salesforce as a contact or a lead.
New referrals Pro
Send each referral, with its affiliate and amount, so a lead carries who referred it.
Lead referrals from your forms
Record referrals of the Lead type from WPForms, Gravity Forms or Ninja Forms, at a flat amount per lead.
What You Need
Plan
Pro or higher, for the Zapier addon.
Works with
A Salesforce account and a Zapier account. Zapier’s free plan is enough to start.
Keep in mind
AffiliateWP has no Salesforce integration of its own. Every record reaches Salesforce through a zap you build and maintain in Zapier.
Set Up Salesforce
The Zapier addon guide covers installing the addon, connecting the AffiliateWP app, and choosing its triggers and actions.
Related Integrations
Frequently Asked Questions
Not one we make. The third-party WooNinjas Salesforce WP to Lead plugin used to link the two, and it’s no longer available on WordPress.org, so Zapier is the way to connect them.
Yes, through Zapier actions. A zap can create or update an affiliate or a referral in AffiliateWP. Actions also need the REST API Extended addon, which is part of Pro.
Yes. Record a Lead referral when a referred visitor submits your lead form, using the WPForms, Gravity Forms or Ninja Forms integration. A flat referral rate pays the same amount for each lead.
A free Zapier account is enough to set up the addon. Zapier’s own plans decide how many zaps and tasks you can run.