Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms vs Integration for WooCommerce 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

Easily create leads, contacts or any object in Salesforce when an order is placed via WooCommerce. Learn more at crmperks.com WooCommerce Salesforce Integration Setup Go to WooCommerce -> Settings -> Salesforce tab then add new account. Go to WooCommerce -> Salesforce Feeds tab then create new feed. Map required Salesforce fields to WooCommerce Order fields. Send your test entry to Salesforce CRM. Go to WooCommerce -> Salesforce Logs and verify, if entry was sent to Salesforce. Connect Salesforce Account You can connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID if API is not enabled. Also you can connect multiple Saleforce accounts. Fields Mapping Simply Select Salesforce CRM Object then map WooCommerce Order/product/user fields to Salesforce Object(Account, Lead, Contact, Case, custom Object etc) fields. Export Event Choose event, when WooCommerce Order data should be sent to Salesforce. For example , send WooCommerce Order to Salesforce when Order Status changes to “processing”. Primary Key Instead of creating new Object in salesforce, you can update old object by setting Primary Key field. Error Reporting If there is an error while sending data to Salesforce, an email containing the error details will be sent to the specified email address. CRM Logs Plugin saves detailed log of each entry whether sent or not sent to to Salesforce and easily resend an entry to Salesforce. Send Historical Orders/Customers to Salesforce Easily export all old woocommerce orders and Customers to Salesforce in just one click. This feature is available in pro version only. Full Synchronization All Woocommerce Orders/Customers/Products are fully synchronized with Salesforce. If you update/delete/restore an order that order will be updated/deleted/restored in Salesforce. You can import Products from Salesforce to Woocommerce too. Filter Orders By default all orders are sent to Salesforce, but you can apply filters & setup rules to limit the orders sent to Salesforce. For example sending Orders from specific city to Salesforce. Send Data As Notes You can send one to many WooCommerce Order fields data as an object Note in salesforce. Assign Objects An Object created/updated by one feed can be assigned to the Object created/updated by other feed. for example , you can assign Contact to Account or Order Premium Version. Following features are available in Premium version only.WooCommerce Salesforce Integration Add WooCommerce Order Items to Salesforce. Salesforce Custom fields. Salesforce Phone Number fields. Products Synchronization (from Woocommerce to Salesforce and from salesforce to Woocommerce). WordPress Users Synchronization (from Woocommerce to Salesforce). Send WooCommerce Orders in bulk to Salesforce. Add a lead/Contact to campaign in Salesforce CRM. Assign owner to any object(Contact, lead , account etc) in Salesforce. Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Salesforce object. Track Google Analytics Parameters and Geolocation of a WooCommerce customer. Lookup lead’s email and phone number using popular email and phone lookup services. Premium Addons We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions