Gravity Forms – Salesforce CRM Integration

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Documentation

Gravity Forms – Salesforce CRM Integration plugin lets you join WordPress Gravity Forms and Salesforce CRM. To robotically add/replace Gravity Forms type submissions to your Salesforce CRM account, merely combine your Gravity Forms type with Salesforce CRM Lead, Contact or Case.

Features

  • Easily combine your Gravity Forms type with Salesforce CRM Lead, Contact or Case.
  • Integrated Gravity Forms type can robotically add/replace your website new type submissions to your Salesforce CRM Lead, Contact or Case.
  • Easily map your Gravity Forms type fields to your Salesforce CRM Lead, Contact or Case fields.
  • Action Event choice for ‘Create Object Record’ and ‘Create/Update Object Record’.
  • Integration Method choice for ‘API’ and ‘Web-to-Lead or Web-to-Case’.
  • Salesforce CRM Environment choice for ‘Production’ and ‘Sandbox’ atmosphere.
  • Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, and so on…).
  • Support Gravity Forms type ‘File Attachments’ and add type file attachments to your Salesforce CRM ‘Files’.
  • Support Salesforce CRM Campaign. Campaign choose choice for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
  • Support ‘Lookup Relationship’ kind fields (Lead Owner, Contact Owner, Record Type, Account, Contact, and so on…) 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 choice for will likely be despatched Salesforce CRM API error to the desired electronic mail.
  • Integrate limitless Gravity Forms varieties.

Ratings & Reviews

Ratings & Reviews

Changelog

2.0.0
- Easily combine your Gravity Forms type with Salesforce CRM Lead, Contact or Case.
- Integrated Gravity Forms type can robotically add/replace your website new type submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Gravity Forms type fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event choice for 'Create Object Record' and 'Create/Update Object Record'.
- Integration Method choice for 'API' and 'Web-to-Lead or Web-to-Case'.
- Salesforce CRM Environment choice for 'Production' and 'Sandbox' atmosphere.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, and so on…).
- Support Gravity Forms type 'File Attachments' and add type file attachments to your Salesforce CRM 'Files'.
- Support Salesforce CRM Campaign. Campaign choose choice for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support 'Lookup Relationship' kind fields (Lead Owner, Contact Owner, Record Type, Account, Contact, and so on…) 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 choice for will likely be despatched Salesforce CRM API error to the desired electronic mail.

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 choice for Production and Sandbox atmosphere.
- Feature - API Logs.

1.3.0
 - Security launch.
 - Performance - Optimized integration.

1.2.0
 - Security launch.
 - Feature - Added assist for Name and Address superior fields.

1.1.0
 - Security launch.

1.0.0
 - Initial launch.

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