By :
obtaincode
Published on Thursday, June 22, 2017,09:12:03 in WordPress Plugins
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
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