By :
obtaincode
Published on Thursday, June 22, 2017,08:48:42 in WordPress Plugins
Gravity Forms â 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 âAdminâ -> âPluginsâ -> âAdd Newâ
Click on âUpload Pluginâ
Upload âGravity Forms â Salesforce CRM Integrationâ plugin zip
Activate âGravity Forms â Salesforce CRM Integrationâ plugin
FTP, SFTP, SCP etcâ¦
Unzip âGravity Forms â Salesforce CRM Integrationâ plugin zip
Upload the unzip plugin folder to your â/wp-content/plugins/â directory, using your favorite method (ftp, sftp, scp, etcâ¦)
Activate âGravity Forms â Salesforce CRM Integrationâ plugin
Configuration
Create Connected App in Salesforce CRM
Go to âAdminâ -> âGF â Salesforceâ -> âConfigurationâ
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 âSaveâ button
Integration
Go to âAdminâ -> âGF â Salesforceâ -> âIntegrationâ
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 âFilterâ button to filter module fields
Check âSalesforce Integration?â checkbox if you want to integrate Salesforce CRM
Map fields which you want to map
Click on âSaveâ button to map fields
Note: Map fields which is creatable in Salesforce CRM module
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