Click & Pledge WPJobBoard vs CRM Perks Integration for Gravity Forms and Salesforce

The Click & Pledge WBJobBoard plugin is a 3rd party add-on to the WPJobBoard plugin. The plugin allows the Site Owner to embed a payment form to process payments via Visa, American Express, Discover, and Mastercard through their Click & Pledge Merchant Account. Payment form data posts via an encrypted connection from your SSL-secured site to https://paas.cloud.clickandpledge.com/PaymentService.svc?wsdl, Click & Pledge’s Payment Application Interface (PAI) for the Trio payment and administrative engine. Available posting methods are * Operation * OperationBase64Encode * Echo Security Details are available at: https://clickandpledge.com/about/our-security/ Review the Click & Pledge Privacy Statement at: https://clickandpledge.com/privacy/ About Click & Pledge Click & Pledge is a Level 1 PCI DSS-certified payment services provider offering products to over 20,000 clients worldwide. Required Settings * Account Number * Account GUID * Account Type (USD, EUR, CAD, GBP, or HKD) To locate Account Number and API Account GUID: Login into Click & Pledge Connect, the online interface for a Click & Pledge account Navigate to Settings – API Information. Minimum Requirements WordPress 3.3 (it will work with WordPress 3.0 but 3.3 version is recommended)PHP 5.2.4 or greater PHP 5.2.0 MySQL 5.0+ Hosting Site secured via SSL Click & Pledge Account

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