Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms vs CRM Perks Integration for Gravity Forms and Salesforce

Contact Form 7 salesforce Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries Plugin and and many other contact form plugins to Salesforce when someone submits a form. Learn more about Contact Form Salesforce Plugin at crmperks.com. We also offer other connector for Pardot Contact Form 7 Pardot Integration. 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 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 Essential Edition Professional Edition Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions Need Salesforce Plugin for Woocommerce ? We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration Contact Form 7 Pardot Integration We have a separate plugin for Pardot. Contact Form 7 Pardot Contact Form 7 Marketo Integration We have a separate plugin for Marketo. Contact Form 7 Marketo Integration Contact Form 7 Klaviyo Integration We have a separate plugin for Klaviyo. Contact Form 7 Klaviyo Integration

Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. Learn more at crmperks.com. We also offer other connector for Pardot Gravity Forms Pardot Integration. Gravity Forms salesforce Add-on Setup Go to Forms -> Settings -> salesforce then add new account. Go to Forms -> select any form -> Settings -> salesforce then create new feed. Map required salesforce fields to Gravity Forms form fields. Send your test entry to salesforce CRM by clicking “Send to Salesforce” button. Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries. Connecting salesforce account Connect any gravity forms form to salesforce account by safe and secure Oauth 2.0. Additionally, you can connect multiple salesforce accounts to Gravity Forms. Map salesforce crm fields Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields. Filter Gravity Forms Salesforce entries Either send all entries to salesforce or send specific entries based on user input. For example , only send those form entries to salesforce which contanin work email address. Manually sending entries to salesforce You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce. Gravity Forms Salesforce CRM logs View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM , You can easily resend any entry to salesforce. Send Data As salesforce object Notes Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site. Create Or Update Contact in Salesforce If a contact,lead,account or any object already exists in salesforce , update it otherwise create a new object in salesforce. Premium Version Features. Following features are available only in premium version. Gravity Forms Salesforce Add-on Pro. Salesforce Custom fields and particularly Phone fields fields. Upload attachments to “Files” section of Salesforce. Add Lead or Contact to a Campaign. Assign one Object to other object. for example Assigning an Account to Salesforce Contact. Assign Object(Contact, Lead etc) Owner in Salesforce. When any user submits a contact form, track gclid, utm parameters and geolocation. Lookup customer’s email or phone number using popular email and phone number lookup services. 20+ premium addons Free Gravity forms Salesforce add-on Easily integrate Gravity Forms to Salesforce with this free Gravity Forms Salesforce add-on. You can Create/Update a contact, account, case, Opportunity or Order in Salesforce crm when anyone submits a contact form on your site. Want to send Gravity Forms entries to other crms We have Premium Extensions for 20+ CRMs.View All CRM Extensions Need Salesforce Plugin for Woocommerce ? We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration Gravity Forms Pardot Integration We have a separate plugin for Pardot. Gravity Forms Pardot Integration Gravity Forms Klaviyo Integration We have a separate plugin for Pardot. Gravity Forms Klaviyo Integration