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

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

PLEASE DO NOT USE THE SUPPORT FORUM FOR FEATURE REQUESTS!! You may submit new features here: https://stephensherrardplugins.com/support/forum/feature-requests/ This plugin lets you create a custom member (or staff) directory, along with an associated contact form, for your organization. Create as many positions and members (staff) as you like. Each person can have multiple positions, and each position can have multiple members (staff). You can also enable and add locations, allowing you to set up different directory listings and contact forms for multiple locations or offices. Members can belong to more than one location. Locations can be set with either shortcode arguments or URL arguments from links. The directory list is displayed by position, and positions can be sorted on the admin options page with a simple drag and drop interface. The contact form can be set up to select an individual, a position, or both. If a position is selected, all members who hold that position (and who have a valid email) will be emailed the message. Vacant positions, and individuals without a valid email, will not be shown on the contact form. There is built-in integration with the Contact Form DB plugin so any form submissions (that pass validation and spambot check) will be saved to the database via the CFDB plugin. Detailed Help tabs for all admin screens for the plugin Version 1.4 adds a new role “PTA Manager” which has all the same capabilities as the WordPress “Editor” role, but also adds capabilities to manage this and other PTA plugins settings. This allows you to give control of the settings of this plugin to somebody else in your organization without giving them full admin level access. The directory has a variety of options for customization: Choose the heading to display for “Position” in the directory (e.g., you can choose to show “Title” instead of “Position”) Choose the heading to display for “Location” in the directory and contact form (e.g., “Office”, “City”, “Branch”, etc.) Contact form contact select drop down can be configured to display individuals, positions, or both. If you choose “both”, there are nice headers to separate positions and individuals. You can choose to show full names, only first names, or nothing, after positions on the contact form select box, which will show for each person that holds that position You can also choose to show the positions a person holds after their name when showing individuals on the contact form. You can also choose to show locations after each person’s name on the contact form Use the shortcode to put the directory on any page and dynamically generate a contact form. Or, use a separate shortcode for the contact form so it can also be used independently of the directory (the directory will then use that page for the contact form) Choose to show or hide phone numbers in the directory Choose to show emails in directory OR a link to the contact form (which then passes the position or individual to the contact form, so the recipient selection is already made) Choose to hide the directory from the public, so that only logged in users can see it. You can also choose the minimum user level to view the directory (subscriber or contributor) Type in your own message to display on screen after the contact form has been submitted (HTML formatting allowed) Choose to diplay images in the directory, and pick the size of the images. If you display images, then the images will link to the individual member/post page. Members are a custom post type, and the full editor for them is enabled, so you can create a bio page for each member. The Featured Image is the photo that will be displayed in the directory, when photos are enabled. Enable or disable Contact Form DB integration, and choose the form title to post to CFDB.