WpTrunk

Tag: salesforce crm

  • Ninja Forms Salesforce Integration Add-On (Forms)

    Ninja Forms Salesforce Integration Add-On (Forms)

    Purchase $38.00

    Ninja Forms Salesforce Integration Add-On makes it easy for you to automatically creates a Salesforce record from your Gravity Forms form submission. You can easily map your Gravity Forms Form to any Salesforce Object. Works with Standard and Custom Objects. Switch between Sandbox and Production environment.

    Features

    • Easy to use and configure
    • Switch between Sandbox and Production environment
    • Works with Standard and Custom Objects
    • Works with Object custom fields
    • Easily map Gravity Forms form fields to Salesforce Object fields
    • Map single Gravity Forms form to one or more Salesforce Object
    • Clone form mapping from Sandbox to Production or from Production to Sandbox
    • Option to save data logs on failed and successful submission

    Requirements

    • Server

      • PHP 5.x
      • SSL Enabled
      • cURL Enabled
    • Salesforce

      To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition

        See more details regarding supported editions Here

    Changelog

    1.0.0
- Initial release
    Purchase $38.00
  • Contact Form 7 Salesforce Integration Add-On (Forms)

    Contact Form 7 Salesforce Integration Add-On (Forms)

    Purchase $38.00

    Contact Form 7 Salesforce Integration Add-On makes it easy for you to automatically creates a Salesforce record from your Gravity Forms form submission. You can easily map your Gravity Forms Form to any Salesforce Object. Works with Standard and Custom Objects. Switch between Sandbox and Production environment.

    Features

    • Easy to use and configure
    • Switch between Sandbox and Production environment
    • Works with Standard and Custom Objects
    • Works with Object custom fields
    • Easily map Gravity Forms form fields to Salesforce Object fields
    • Map single Gravity Forms form to one or more Salesforce Object
    • Clone form mapping from Sandbox to Production or from Production to Sandbox
    • Option to save data logs on failed and successful submission

    Requirements

    • Server

      • PHP 5.x
      • SSL Enabled
      • cURL Enabled
    • Salesforce

      To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition

        See more details regarding supported editions Here

    Changelog

    1.0.0
- Initial release
    Purchase $38.00
  • Gravity Forms Salesforce Integration Add-On (Forms)

    Gravity Forms Salesforce Integration Add-On (Forms)

    Purchase $38.00

    Gravity Forms Salesforce Integration Add-On makes it easy for you to automatically creates a Salesforce record from your Gravity Forms form submission. You can easily map your Gravity Forms Form to any Salesforce Object. Works with Standard and Custom Objects. Switch between Sandbox and Production environment.

    Features

    • Switch between Sandbox and Production environment
    • Works with Standard and Custom Objects
    • Works with Object custom fields
    • Easily map Gravity Forms form fields to Salesforce Object fields
    • Map single Gravity Forms form to one or more Salesforce Object
    • Clone form mapping from Sandbox to Production or from Production to Sandbox
    • Option to save data logs on failed and successful submission

    Requirements

    • Server

      • PHP 5.x
      • SSL Enabled
      • cURL Enabled
    • Salesforce

      To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition

        See more details regarding supported editions Here

    Changelog

    1.0.0
- Initial release
    Purchase $38.00
  • WordPress Customers – Salesforce CRM Integration (Add-ons)

    WordPress Customers – Salesforce CRM Integration (Add-ons)

    Purchase $29.00

    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
    Purchase $29.00
  • Gravity Types – Salesforce CRM – Integration (Types)

    Gravity Types – Salesforce CRM – Integration (Types)

    Purchase $24.00

    Gravity Forms Salesforce CRM Integration is a Salesforce CRM integration plugin for WordPress that makes it really simple to send your Gravity Forms forms directly to your Salesforce CRM account. After the integration, all contacts that fill in the form are automatically added as lead, contact or case to the specified account in Salesforce CRM, together with additional data.

    Features:

    • Integrate your Gravity Forms forms with Salesforce CRM.
    • You can choice that your want to generate – lead, case or contact.
    • Fields are loaded from the CRM (including custom fields).
    • You can set up each form personally, specify which information your want to get.
    • Integrate unlimited Gravity Forms forms
    • Image previews.
    • Super easy to set-up!

    Important notes:

    • The plugin requires a minimum 5.4 PHP version.
    • The plugin can work with the following editions, in which the API access is inbuilt and enabled:
      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition
    • It can also work with the following editions if access to the API is purchased and the API is enabled. These editions do not have a default built-in API access so it is purchased separately.
      • Contact Edition
      • Professional Edition
      • Group Edition
    == Changelog ==

= 1.0.0 =
Initial public release
    Purchase $24.00
  • Contact Type 7 – Salesforce CRM – Integration (Kinds)

    Contact Type 7 – Salesforce CRM – Integration (Kinds)

    Purchase $24.00

    Contact Form 7 Salesforce CRM Integration is a Salesforce CRM integration plugin for WordPress that makes it really simple to send your Contact Form 7 forms directly to your Salesforce CRM account. After the integration, all contacts that fill in the form are automatically added as lead, contact or case to the specified account in Salesforce CRM, together with additional data.

    Features:

    • Integrate your Contact Form 7 forms with Salesforce CRM.
    • You can choice that your want to generate – lead, case or contact.
    • Fields are loaded from the CRM (including custom fields).
    • You can set up each form personally, specify which information your want to get.
    • Integrate unlimited Contact Form 7 forms
    • Image previews.
    • Super easy to set-up!

    Important notes:

    • The plugin requires a minimum 5.4 PHP version.
    == Changelog ==

= 1.0.0 =
Initial public release
    Purchase $24.00
  • WPForms – Salesforce CRM Integration (Kinds)

    WPForms – Salesforce CRM Integration (Kinds)

    Purchase $29.00

    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
    Purchase $29.00
  • Ninja Types – Salesforce CRM Integration (Varieties)

    Ninja Types – Salesforce CRM Integration (Varieties)

    Purchase $29.00

    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
    Purchase $29.00
  • Gravity Kinds – Salesforce CRM Integration (Types)

    Gravity Kinds – Salesforce CRM Integration (Types)

    Purchase $29.00

    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
    Purchase $29.00
  • Gravity Types – Salesforce CRM Integration (Varieties)

    Gravity Types – Salesforce CRM Integration (Varieties)

    Purchase $29.00

    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
    Purchase $29.00