CRM Perks Integration for Gravity Forms and Salesforce vs Integration for WooCommerce and Salesforce

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

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