CASE STUDY DETAILS

Salesforce CRM Integration

Project Type

Website Development & CRM Integration Platform

Challenge

Manual Website Inquiry Management & CRM Data Entry

Domain

Wix Velo / JavaScript / Salesforce CRM / API Integration

Impact

Automated Website Inquiry Capture and Centralized Salesforce CRM Management

OVERVIEW

The Wix Website Contact Form to Salesforce Integration is a website-based inquiry management solution designed to capture visitor inquiries and automatically transfer submitted information into Salesforce CRM.

The solution integrates a Wix website contact form with Salesforce using Wix Velo development tools and Salesforce REST APIs. Website visitors can submit their contact details, including first name, last name, email address, phone number, and message, through the Contact Us page.

When a visitor submits the form, the frontend JavaScript validates the required fields and invokes a backend web method. The backend securely retrieves Salesforce API credentials and instance configuration from Wix Secrets Manager, obtains an access token, and communicates with Salesforce through its REST API.

A key highlight of the project is its secure website-to-CRM integration architecture, with separate frontend and backend processing, OAuth-based authentication, and automated inquiry record creation.

Submitted information is stored in a custom Salesforce object named Inquiry (Inquiry__c), allowing the organization to centrally manage website inquiries, customer requests, feedback, and follow-up activities.

The integration provides a streamlined communication process between the website and Salesforce CRM, reducing manual data entry and improving inquiry management.

PROBLEM STATEMENT

Organizations receiving inquiries through their websites often face challenges such as:

The objective was to develop an automated integration between the Wix website and Salesforce CRM to capture website inquiries and create corresponding records in Salesforce.

  • Manual collection of website contact form submissions
  • Repetitive data entry into Salesforce CRMRisk of missing customer inquiries
  • Delayed responses to website visitors
  • Fragmented customer communication records
  • Difficulty tracking website-generated inquiries
  • Lack of automated website-to-CRM integration
  • Inconsistent inquiry data management
  • Limited visibility into customer requests and feedback
  • Additional administrative effort for customer support teams

SOLUTIONS

1. Website Contact Form Development

  • Developed a Contact Us form using Wix website editor
  • Implemented visitor information collection
  • First Name field
  • Last Name field
  • Email field
  • Phone field
  • Message field
  • Required-field validation
  • Integrated form submission functionality using Wix Velo
  • Connected frontend form submission with backend processing

3. Salesforce API Integration

  • Integrated Wix website with Salesforce CRM
  • Configured Salesforce REST API communication
  • Implemented OAuth-based access-token retrieval
  • Configured Salesforce API instance URL
  • Used Salesforce REST API version 61.0Implemented HTTP POST requests
  • Integrated with Salesforce custom object Inquiry__c
  • Automated inquiry record creation

5. Secure Credential Management

  • Used Wix Secrets Manager for sensitive credentials
  • Stored Salesforce Client ID securely
  • Stored Salesforce Client Secret securely
  • Stored Salesforce Instance URL securely
  • Retrieved credentials through backend functionality
  • Avoided exposing Salesforce credentials in frontend JavaScript
  • Implemented backend-based API authentication

2. Wix Velo Backend Integration

  • Developed backend functionality using JavaScript
  • Created a reusable Salesforce integration module
  • Implemented Wix web methods
  • Connected frontend page code with backend functions
  • Implemented asynchronous API communication
  • Separated frontend and backend integration logicHandled API responses and errors

4. Salesforce Inquiry Management

  • Configured a custom Salesforce object named Inquiry
  • Implemented custom field mapping
  • Connected website form values with Salesforce records
  • Centralized website inquiry information
  • Enabled structured inquiry management

6. Automated Inquiry Submission Workflow

  • The integration follows an automated workflow:
  • Website visitor opens the Contact Us page.
  • Visitor enters contact information.
  • Visitor submits the contact form.
  • Wix Velo validates the submitted information.
  • Frontend invokes the backend Salesforce web method.
  • Backend retrieves Salesforce credentials from Wix Secrets Manager.
  • Backend obtains a Salesforce access token.
  • Backend sends an HTTP POST request to Salesforce REST API.
  • Salesforce creates a new Inquiry record.
  • API response is processed by the backend.

APPROACH

Our Approach

Research & Planning

  • Analyzed website contact form requirements
  • Identified Salesforce CRM integration requirements
  • Reviewed Salesforce custom object structure
  • Identified required inquiry fields
  • Planned website-to-CRM data flow
  • Evaluated Wix Velo backend capabilities
  • Reviewed Salesforce REST API integration requirements

System Design

  • Designed Wix Contact Us form
  • Designed frontend and backend communicatio
  • Defined Salesforce authentication workflow
  • Designed secure credential management
  • Mapped website fields to Salesforce custom fields
  • Designed REST API request structure

Technical Implementation

  • Developed Wix Velo frontend JavaScript
  • Implemented contact form validation
  • Created Salesforce backend web module
  • Implemented secure secret retrieval
  • Developed access-token generation functionality
  • Configured Salesforce REST API endpoint
  • Implemented inquiry payload mapping

Deployment & Configuration

  • Configured Wix website development environment
  • Configured Wix Velo development tools
  • Created Salesforce custom Inquiry object
  • Configured Salesforce custom fields
  • Configured Salesforce API credentials
  • Added credentials to Wix Secrets Manager
  • Connected website frontend and backend
  • Configured Salesforce API integration

Final Delivery

  • Wix Contact Us form
  • Frontend form validation
  • Backend Salesforce integration
  • Secure credential management
  • Salesforce REST API connectivity
  • Automated inquiry record creation workflow
  • Custom Salesforce Inquiry object
  • Website-to-CRM integration architecture
SUCCESS AND IMPACT

What Client Achieved

  • Developed a website-based customer inquiry form
  • Integrated Wix website with Salesforce CRM
  • Implemented automated inquiry submission
  • Configured a dedicated Salesforce Inquiry custom object
  • Implemented field mapping between Wix and Salesforce
  • Developed backend API integration
  • Implemented secure credential retrieval
  • Integrated Salesforce REST API
  • Reduced dependency on manual inquiry entry
  • Established a centralized inquiry management workflow

Business Impact

  • Simplified customer inquiry collection
  • Reduced manual data-entry effort
  • Improved inquiry management
  • Centralized website submissions in Salesforce
  • Improved customer communication workflows
  • Enabled better tracking of website inquiries
  • Provided a foundation for automated follow-up processes
  • Improved coordination between website and CRM systems
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