Tag: generate lead

  • WordPress Customers – Salesforce CRM Integration (Add-ons)

    WordPress Customers – Salesforce CRM Integration (Add-ons)


    Support

    Documentation

    WordPress Users – Salesforce CRM Integration plugin can integrates Contacts and Leads between your WordPress Users and Salesforce CRM. Easily add/update automatically Contacts and Leads into Salesforce CRM when user add/update/register on your site.

    Features

    • Easily integrates WordPress user to Salesforce CRM Contact
    • Easily integrates WordPress user to Salesforce CRM Lead
    • Bulk users integration
    • Add/Update automatically Contacts and Leads into Salesforce CRM when user add/update/register on your site.
    • Easily map your WordPress user fields to Salesforce CRM Contact and Lead fields
    • Making customer relationship management simple
    • Integrates unlimited WordPress users

    Requirement: Any one of below Salesforce Editions with API access

    • Salesforce provides API access inbuilt and is enabled by default in bellow edition.

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition
    • Note: Salesforce not provides API access inbuilt and is not enabled in bellow edition. You must have API access or will purchase API access for a bellow edition from Salesforce. If have or will purchase then our plugin work with bellow edition.

      • Contact Edition
      • Group Edition
      • Professional Edition

    Author Ratings & Reviews

    Author Ratings & Reviews

    Changelog

    1.0.0
     - Initial release
    
  • WPForms – Salesforce CRM Integration (Kinds)

    WPForms – Salesforce CRM Integration (Kinds)

    WPForms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a WPForms form on your site.

    Features

    • Easily integrate WPForms form to Salesforce CRM Contact
    • Easily integrate WPForms form to Salesforce CRM Case
    • Easily integrate WPForms form to Salesforce CRM Lead
    • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Case
    • Integrated WPForms form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your WPForms form fields to Salesforce CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited WPForms forms

    Salesforce CRM Edition Supported

    • Salesforce CRM provides API access inbuilt and is enabled by default in bellow edition.

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition
    • Note: Salesforce CRM not provides API access inbuilt and is not enabled in bellow edition. You can also purchase API access for a bellow edition.

      • Contact Edition
      • Group Edition
      • Professional Edition

    Installation

    This plugin requires the WPForms plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘WPForms – Salesforce CRM Integration’ plugin zip
    • Activate ‘WPForms – Salesforce CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – Salesforce CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘WPForms – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM. The guide is here.
    • Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Integration’
    • You can see list of WPForms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Salesforce CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
    • Map fields which you want to map
      Note: Bellow module wise fields are required in Salesforce CRM and it must be mapped in Form.
      • Contact: Last Name
      • Case: Case Origin
      • Lead: Last Name and Company Name
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Salesforce CRM module

    Changelog

    1.0.0
     - Initial release  
    
  • Ninja Types – Salesforce CRM Integration (Varieties)

    Ninja Types – Salesforce CRM Integration (Varieties)

    Ninja Forms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Ninja Forms form on your site.

    Features

    • Easily integrate Ninja Forms form to Salesforce CRM Contact
    • Easily integrate Ninja Forms form to Salesforce CRM Case
    • Easily integrate Ninja Forms form to Salesforce CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your Ninja Forms form fields to Salesforce CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Ninja Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Ninja Forms – Salesforce CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – Salesforce CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – Salesforce CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Ninja Forms – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM
    • Go to ‘Admin’ -> ‘NF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘NF – Salesforce’ -> ‘Integration’
    • You can see list of Ninja Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Salesforce CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Salesforce CRM Integration?’ checkbox if you want to integrate Salesforce CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Salesforce CRM module
  • Gravity Kinds – Salesforce CRM Integration (Types)

    Gravity Kinds – Salesforce CRM Integration (Types)

    Gravity Forms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Salesforce CRM Contact
    • Easily integrate Gravity Forms form to Salesforce CRM Case
    • Easily integrate Gravity Forms form to Salesforce CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your Gravity Forms form fields to Salesforce CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM
    • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Salesforce CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Salesforce CRM module
  • Gravity Types – Salesforce CRM Integration (Varieties)

    Gravity Types – Salesforce CRM Integration (Varieties)

    Gravity Forms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Salesforce CRM Contact
    • Easily integrate Gravity Forms form to Salesforce CRM Case
    • Easily integrate Gravity Forms form to Salesforce CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your Gravity Forms form fields to Salesforce CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM
    • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Salesforce CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Salesforce CRM module
  • Contact Type 7 – Salesforce CRM Integration (Add-ons)

    Contact Type 7 – Salesforce CRM Integration (Add-ons)

    Contact Form 7 – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Contact Form 7 and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Contact Form 7 form on your site.

    Features

    • Easily integrate Contact Form 7 form to Salesforce CRM Contact
    • Easily integrate Contact Form 7 form to Salesforce CRM Case
    • Easily integrate Contact Form 7 form to Salesforce CRM Lead
    • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Case
    • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your Contact Form 7 form fields to Salesforce CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Contact Form 7 forms

    Installation

    This plugin requires the Contact Form 7 plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Contact Form 7 – Salesforce CRM Integration’ plugin zip
    • Activate ‘Contact Form 7 – Salesforce CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘Contact Form 7 – Salesforce CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Contact Form 7 – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM. The guide is here.
    • Go to ‘Admin’ -> ‘CF7 – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘CF7 – Salesforce’ -> ‘Integration’
    • You can see list of Contact Form 7 Forms
    • Click on edit form icon which you want to integrate form
    • Select a Salesforce CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Salesforce CRM module

    Changelog

    1.0.0

    • Initial release