Gravity Forms – Salesforce CRM Integration


Support

Documentation

Gravity Forms – Salesforce CRM Integration plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add/update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.

Features

  • Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
  • Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
  • Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
  • Action Event option for ‘Create Object Record’ and ‘Create/Update Object Record’.
  • Integration Method option for ‘API’ and ‘Web-to-Lead or Web-to-Case’.
  • Salesforce CRM Environment option for ‘Production’ and ‘Sandbox’ environment.
  • Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
  • Support Gravity Forms form ‘File Attachments’ and upload form file attachments to your Salesforce CRM ‘Files’.
  • Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
  • Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
  • ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.
  • Section for view Salesforce CRM API error logs.
  • API Error Notification option for will be sent Salesforce CRM API error to the specified email.
  • Integrate unlimited Gravity Forms forms.

Ratings & Reviews

Ratings & Reviews

Changelog

2.0.0
- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event option for 'Create Object Record' and 'Create/Update Object Record'.
- Integration Method option for 'API' and 'Web-to-Lead or Web-to-Case'.
- Salesforce CRM Environment option for 'Production' and 'Sandbox' environment.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Gravity Forms form 'File Attachments' and upload form file attachments to your Salesforce CRM 'Files'.
- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
- 'Salesforce CRM Object Field' dropdown fields sorted in alphabetical order.
- Section for view Salesforce CRM API error logs.
- API Error Notification option for will be sent Salesforce CRM API error to the specified email.

1.5.0
- Feature - "Salesforce CRM Module Field" dropdown fields refresh.
- Feature - "Salesforce CRM Module Field" dropdown fields sorted in alphabetical order.

1.4.0
- Feature - Added Salesforce CRM Environment option for Production and Sandbox environment.
- Feature - API Logs.

1.3.0
 - Security release.
 - Performance - Optimized integration.

1.2.0
 - Security release.
 - Feature - Added support for Name and Address advanced fields.

1.1.0
 - Security release.

1.0.0
 - Initial release.
Добавить комментарий

Ваш адрес email не будет опубликован. Обязательные поля помечены *

You May Also Like
Read More

Image Crop

Version 3.4, Aug 2nd 2015 - Added a new function called foo.original(). This will return an object containing…