By :
obtaincode
Published on Tuesday, August 01, 2017,10:33:15 in WordPress Plugins
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
Requirement: Any one of below Salesforce Editions with API access
Salesforce provides API access inbuilt and is enabled by default in bellow edition.
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Note: Salesforce not provides API access inbuilt and is not enabled in bellow edition. You must have API access or will purchase API access for a bellow edition from Salesforce. If have or will purchase then our plugin work with bellow edition.
Contact Edition
Group Edition
Professional Edition
Also, We provide custom solution for integrating Contact Form 7 form or any web form to Case and Lead with
Contact Edition,
Group Edition and
Professional Edition without any API access. Contact us
here.
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
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