WpTrunk

Tag: wpforms salesforce crm integration

  • 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