Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms vs Privyr CRM – Instant Lead Alerts for Contact Forms

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

Get instant new lead alerts on your phone and via email, combined with easy lead management and one-touch calls, WhatsApp, SMS, iMessage, and emails. Privyr CRM Integration for WordPress Privyr connects to popular WordPress contact forms to give you instant alerts of new leads, so you can get in touch with them via WhatsApp, SMS, iMessage, or phone call within seconds. It also offers auto-personalised messages and content, trackable PDF files and pages, automatic follow-up reminders, and many more features to help you manage your leads and increase sales conversion. All of this can be done easily from your phone via the Privyr mobile app, which works with WhatsApp, SMS, email, and other popular chat apps. Privyr works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Divi and more. It can also integrate with many other lead sources such as Facebook Lead Ads, TikTok Lead Generation, Google Ad Lead Forms, Jotform, Zapier, and other website contact forms. Setup and Installation It only takes a minute to connect WordPress to your Privyr account, via the steps below: Prerequisites: 1. You should have a contact form plugin installed on your website (e.g. Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, etc), with at least one contact form created already 2. You should have a valid Privyr account created (it takes less than 30 seconds to sign up for a free account) Installation Steps: 1. Install this Privyr CRM Integration plugin to your WordPress account and activate the plugin 2. Click on the Privyr CRM tab at the bottom of your WordPress admin panel to configure it 3. Enter your Privyr Account Token (copied from your Privyr Account) 4. Click on SAVE Once done, your compatible contact form plugin(s) will be connected to Privyr and show a green connected status. You can submit test leads on your website contact form(s) to ensure you receive them instantly in your Privyr account. You’ll also have the option of adding a ‘Website Name’ that will be displayed on your new lead alerts and client details to let you know where the lead came from. New Lead Alerts Once you’ve connected your WordPress contact forms to your Privyr account, any new leads submitted via your contact forms will immediately send you a new lead alert via the Privyr mobile application and your registered email address. Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response via WhatsApp, SMS, iMessage, or email. You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Privyr Account Notification Settings. Privacy Policy All your data in Privyr is private by default and can only be viewed by you or those you explicitly decide to share it with (such as when granting access to your colleagues or sending content to your clients). We operate our business fully on monthly subscriptions, with no hidden costs or clauses. We will never sell or expose your leads, contacts, data, or details to any third parties or advertisers that would put us in conflict with your interests. You always have full control over your data and can choose to delete it at any time.