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Salesforce + WordPress
Lead Management &
Automated Data Enrichment
A US debt relief company generated leads through WordPress but captured them manually in Salesforce. TrueSolv integrated WordPress via Gravity Forms for real-time capture, automated CSV enrichment via Python, and built Flow-based routing to surface high-quality leads.
Real-time lead capture from WordPress — zero manual entry
Gravity Forms · Python enrichment · Flow-based priority routing
0
Manual entry from WordPress form submissions
Gravity Forms integration captures instantly
⚡
Real-time availability in Salesforce after form submit
Immediate follow-up possible
↓
Weekly hours spent on manual CSV processing
Python automates the enrichment pipeline
↑
Lead quality from enriched financial profiles and credit data
Sales reps focus on high-potential leads
01 — Challenge
Leads from WordPress requiring manual entry and CSV processing
A US financial services company specialising in debt relief generated leads through WordPress landing pages — but those leads were not flowing into Salesforce automatically. Manual entry introduced errors and delays, and enrichment CSV files from financial institutions were processed by hand.
- No WordPress-Salesforce integration: Leads required manual copy-paste into Salesforce — time-consuming and error-prone.
- Manual CSV enrichment: Data enrichment files from financial institutions processed manually, delaying lead quality improvements.
- No lead prioritisation: Without enriched attributes, sales reps couldn't identify which leads to prioritise.
- Slow follow-up: Leads sat uncontacted for hours due to the manual capture workflow.
02 — Solution
Real-time WordPress integration, Python enrichment, and Flow-based routing
TrueSolv integrated Salesforce with WordPress via Gravity Forms for instant lead capture, built a Python script for automated CSV enrichment, and configured Salesforce Flow to route and prioritise leads based on financial profiles.
Salesforce lead record enriched with financial profile — engagement history, credit score, and loan type visible to sales reps.
1
WordPress Integration via Gravity Forms
Form submissions → Salesforce leads instantly
Form submissions from WordPress landing pages now automatically captured as Salesforce leads in real time via Gravity Forms — zero manual entry, accurate data flow from every lead generation touchpoint.
2
Automated CSV Data Enrichment
Python processes financial institution files automatically
Custom Python script processes CSV files from third-party financial institutions — automatically parsing, validating, and updating Salesforce leads with enriched data including engagement history, financial profiles, and credit scores.
3
Flow-Based Lead Routing and Prioritisation
High-potential leads surfaced automatically
Salesforce Flow workflows prioritise and route leads based on enriched attributes — engagement history, financial profiles, credit scores — helping sales reps focus on high-potential leads and engage them with relevant messaging.
"We were generating good leads and losing them in a spreadsheet. Now every form submission is in Salesforce within seconds, enriched with financial data, and routed to the right rep."
The manual workflow was killing our speed to lead. By the time a rep got to a form submission, hours had passed. TrueSolv's WordPress integration means leads land in Salesforce instantly. The Python enrichment changed lead quality — our reps know the financial profile of every lead before they call. Prioritisation through Flow means the best leads get called first.
AL
Alex L.
Sales Director · US Debt Relief Company
04 — Results
Instant capture, automated enrichment, prioritised follow-up
The integration transformed lead management — from delayed manual entry to real-time capture, automated enrichment, and intelligent routing.
Real-Time Lead Capture
WordPress form submissions appear in Salesforce instantly — enabling timely follow-up from the moment a lead submits.
Automated Enrichment Pipeline
Python processes enrichment CSVs automatically — hours of manual work eliminated, lead data quality improved.
Intelligent Lead Routing
Flow-based routing on enriched attributes ensures high-potential leads reach the right rep first.
Higher Conversion Rates
Comprehensive lead data and faster follow-up drives better engagement — increasing conversion and customer satisfaction.
05 — Technologies
Built with
Salesforce Sales Cloud
WordPress
Gravity Forms
Python
Apex & LWC
Salesforce Flow
REST API
For Finance & Lead-Gen Companies with WordPress Sites
Your leads shouldn't sit in a form
submission email for hours.
If your website generates leads that require manual entry, or enrichment data sits in CSVs nobody processes — we'll automate the full pipeline: capture, enrich, route, prioritise.
WordPress → Salesforce real-time integration
Gravity Forms lead capture automation
Python CSV enrichment pipeline
Flow-based routing and prioritisation
Financial profile data integration
Zero manual data entry from day one
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