Plugin / Contact Form 7 Salesforce
CRM Perks
Description
Description
Contact Form 7 salesforce Plugin sends form submissions from Contact Form 7, Contact Form Entries Plugin and many other popular contact form plugins to Salesforce when someone submits a form. Learn more about Contact Form Salesforce Plugin at crmperks.com
How to Setup
- Go to “Salesforce Accounts” tab then add new account.
- Go to “Salesforce Feeds” tab then create new feed.
- Map required salesforce fields to contact form 7 fields.
- Send your test entry to Salesforce.
- Go to “Salesforce Logs” tab and verify, if entry was sent to Salesforce.
Connect salesforce account
Connect any contact form 7 to salesforce account by safe and secure Oauth 2.0. You can use simple “Web2Lead”, if API access is disabled for your salesforce account.
Map salesforce fields
First select any salesforce object then Map contact form fields to salesforce object fields. There is No limitation on number of fields. You can map unlimited fields.
Filter contact form 7 submissions
Either Send all contact form 7 submissions to salesforce or filter contact form submissions sent to salesforce based on user input. For example , send only those entries to salesforce which have work email address.
Manually send to salesforce
Send contact form 7 submissions to salesforce when someone submits a contact form. You can manually send contact form submissions to salesforce.
salesforce logs
View a detailed log of each contact form 7 submission whether sent (or not sent) to salesforce and easily resend any contact form submission to salesforce.
Send Data As salesforce object Notes
Send one to many contact form fields as salesforce object notes when anyone submits a form on your site.
Why we built this plugin
Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including salesforce. You can send any contact form submissions from your wordpress site to salesforce with this free wordpress salesforce plugin.
Premium Version Features.
This plugin has a Premium version which comes with several additional benifits Contact Form Salesforce.
- Custom fields of Salesforce.
- Phone number fields of any Salesforce Object.
- Salesforce Custom Objects.
- Upload attachments to “Files” section of Salesforce.
- Assign account to a contact in salesforce.
- Add a contact and lead to Salesforce Campaign.
- Assign salesforce object(Contact, account etc) created by one feed to other objects.
- Google Analytics Parameters and Geolocation of a visitor who submitted the form.
- Lookup lead’s email using email lookup apis.
- Verify lead’s phone number and get detailed information using phone lookup apis.
- 20+ premium addons
Need Salesforce Plugin for Woocommerce ?
We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration
Requirements
Salesforce API access is enabled by default for following editions
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
You will have to enable Salesforce API for following editions
- Contact Edition
- Group Edition
- Professional Edition
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Ratings
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Details Information
Version
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Wordpress Version
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Languages
The plugin hasn't been transalated in any language other than English.
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