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WP Gravity Forms Salesforce

开发者 crmperks
sbazzi
asif876
更新时间 2024年10月2日 19:02
PHP版本: 5.3 及以上
WordPress版本: 6.6
版权: GPLv3
版权网址: 版权信息

标签

salesforce gravity forms salesforce gravity forms salesforce crm gravity forms salesforce integration salesforce wordpress gravity forms

下载

1.1.3 1.4.5 1.0.3 1.3.3 1.4.1 1.2.7 1.1.8 1.2.1 1.0.4 1.1.7 1.2.0 1.0.6 1.1.5 1.1.9 1.4.3 1.4.4

详情介绍:

Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. Learn more at crmperks.com. We also offer other connector for Pardot Gravity Forms Pardot Integration.

屏幕截图:

  • Mapping Salesforce fields.
  • Gravity Forms Salesforce crm logs.
  • Manually Send Gravity Forms entry to Salesforce crm.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get Customer's gclid, utm parameters , geolocation, browser and OS (Premium feature).

常见问题:

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate salesforce with Gravity Forms

You can easily integrate salesforce with Gravity Forms. Simply install this free Salesforce wordpress Gravity Forms plugin, Connect salesforce account and map Gravity Forms fields to salesforce object(lead, account etc) fields.

Gravity Forms salesforce web to lead

if your organization does not has API access then simply use salesforce web to lead feature. Easily map Gravity Forms form fields to salesforce case or lead fields.

Gravity forms salesforce crm integration

create or update any object(contact, account, lead, case, opportunity, task, custom object etc) in salesforce crm when any user submits a contact form.

Which salesforce editions support API Access

Salesforce API access is enabled in following editions.

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

Which salesforce editions support API (with payment)

You can purchase Salesforce API access in following editions.

  • Professional Edition

Which salesforce editions do not support API access

Following salesforce editions do not support API access.

  • Contact Edition
  • Group Edition
  • Spark Edition
  • Essential Edition

Can i use salesforce custom fields

No, because Some features like Salesforce custom modules and phone number and custom fields fields are available only in Pro version.

Does this salesforce plugin supports date/time fields

Yes, date/time fields are supported in both API and web to lead.

Does this plugin support salesforce checkboxes and multiple select box

yes, gravity forms salesforce add-on supports both salesforce checkboxes and multiple select fields.

Can i use or assign object created or updated or found by one feed in other feed

yes, You can use ID of an object created or updated by one feed in other feed. For example, adding a contact to Opportunity.

Can i pass my custom value to a salesforce field

yes, You can map a form field to any salesforce object field. Similarly, you can map your custom value to a salesforce field.

What is the difference between free and pro version

Following features are not available in free version.

  • Salesforce custom fields and particularly phone number fields.
  • Assign ID of object created by one feed to other feed.

Can i use salesforce sandbox

Yes, as you connect your normal salesforce account similarly, you can connect your sandbox account. fields mapping is same for both normal and sandbox accounts.

更新日志:

1.4.5 1.4.4 1.4.3 1.4.2 1.4.1 1.4.0 1.3.9 1.3.8 1.3.7 1.3.6 1.3.5 1.3.4 1.3.3 1.3.2 1.3.1 1.3.0 1.2.9 1.2.8 1.2.7 1.2.6 1.2.5 1.2.4 1.2.3 1.2.2 1.2.1 1.2.0 1.1.9 1.1.8 1.1.7 1.1.6 1.1.5 1.1.4 1.1.3 1.1.2 1.1.1 1.1.0 1.0.9 1.0.8 1.0.7 1.0.6 1.0.5 1.0.4 1.0.3 1.0.0