Descrição
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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. Also, developed a plugin with a new and better Salesforce CRM API.
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.
- ‘Ignore spam entry?’ option for ignoring spam status entry when sent to Salesforce CRM.
- 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
Changelog
2.5.0 - Feature - With "Create/Update Object Record" option, Update Case by Case Number. - Feature - Added "Owner" select option. - Feature - Added "Record Type" select option. 2.4.4 - Improved campaign functionality. 2.4.0 - Feature - Added "Token Flow" API option. 2.3.0 - Maintenance release. 2.2.0 - Feature - Added "Ignore spam entry?" option. - Feature - Added "Production" and "Sandbox" environment option for "Web-to-Lead or Web-to-Case". 2.1.0 - Feature - Remove field option for "Web-to-Lead or Web-to-Case". 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.
