Contact Form 7 Salesforce

Contact Form 7 Salesforce | CRM Perks

Description

Contact Form 7 salesforce Plugin sends form submissions from Contact Form 7, Contact Form Entries Plugin and many other popular contact form plugins to Salesforce when someone submits a form. Learn more about Contact Form Salesforce Plugin at crmperks.com

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

Need Salesforce Plugin for Woocommerce ?

We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration

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

Maybe because the installation process is relatively simple, the official website does not write a detailed installation process for the time being. If you encounter problems installing this plugin, you can solve it through search engines or comment below, I will try to help you solve it

Plugin author

CRM Perks

Plugin official website address

https://wordpress.org/plugins/cf7-salesforce/
If you encounter problems in using the Contact Form 7 Salesforce plugin, you can comment below, and I will try my best to help you solve the problem

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