rahilwazir

QFNetwork

<p>When user enrolls for a course</p>
<ul>
<li>The user information is sent to Salesforce Account and Contacts with Course Title.</li>
</ul>
<h4>Prerequisites:</h4>
<ul>
<li><a href="https://www.learndash.com/" rel="nofollow ugc">LearnDash</a></li>
<li><a href="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_defining_remote_access_applications.htm" rel="nofollow ugc">Connected App for Salesforce</a></li>
</ul>


CRM Salesforce LearnDash Integration

CRM Perks

Samer Bazzi

Asif

<p>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 <a href="https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-salesforce-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">crmperks.com</a>. We also offer other connector for Pardot <a href="https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-pardot-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">Gravity Forms Pardot Integration</a>.</p>
<h3>Gravity Forms salesforce Add-on Setup</h3>
<ul>
<li>Go to Forms -> Settings -> salesforce then add new account.</li>
<li>Go to Forms -> select any form -> Settings -> salesforce then create new feed.</li>
<li>Map required salesforce fields to Gravity Forms form fields.</li>
<li>Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.</li>
<li>Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.</li>
</ul>
<p><strong>Connecting salesforce account</strong></p>
<p>Connect any gravity forms form to salesforce account by safe and secure Oauth 2.0. Additionally, you can connect multiple salesforce accounts to Gravity Forms.</p>
<p><strong>Map salesforce crm fields</strong></p>
<p>Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.</p>
<p><strong>Filter Gravity Forms Salesforce entries</strong></p>
<p>Either send all entries to salesforce or send specific entries based on user input. For example , only send those form entries to salesforce which contanin work email address.</p>
<p><strong>Manually sending entries to salesforce</strong></p>
<p>You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce.</p>
<p><strong>Gravity Forms Salesforce CRM logs</strong></p>
<p>View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM , You can easily resend any entry to salesforce.</p>
<p><strong>Send Data As salesforce object Notes</strong></p>
<p>Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.</p>
<p><strong>Create Or Update Contact in Salesforce</strong></p>
<p>If a contact,lead,account or any object already exists in salesforce , update it otherwise create a new object in salesforce.</p>
<blockquote>
<p><strong>Premium Version Features.</strong></p>
<p>Following features are available only in premium version. <a href="https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-salesforce-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">Gravity Forms Salesforce Add-on Pro</a>.</p>
<ul>
<li>Salesforce Custom fields and particularly Phone fields fields.</li>
<li>Upload attachments to “Files” section of Salesforce.</li>
<li>Add Lead or Contact to a Campaign.</li>
<li>Assign one Object to other object. for example Assigning an Account to Salesforce Contact.</li>
<li>Assign Object(Contact, Lead etc) Owner in Salesforce.</li>
<li>When any user submits a contact form, track gclid, utm parameters and geolocation.</li>
<li>Lookup customer’s email or phone number using popular email and phone number lookup services.</li>
<li>20+ premium addons</li>
</ul>
</blockquote>
<h3>Free Gravity forms Salesforce add-on</h3>
<p>Easily integrate Gravity Forms to Salesforce with this free Gravity Forms Salesforce add-on. You can Create/Update a contact, account, case, Opportunity or Order in Salesforce crm when anyone submits a contact form on your site.</p>
<h3>Want to send Gravity Forms entries to other crms</h3>
<p>We have Premium Extensions for 20+ CRMs.<a href="https://www.crmperks.com/plugin-category/gravity-forms-plugins/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">View All CRM Extensions</a></p>
<h3>Need Salesforce Plugin for Woocommerce ?</h3>
<p>We have Salesforce add-on for Woocommerce. <a href="https://wordpress.org/plugins/woo-salesforce-plugin-crm-perks/" rel="ugc">Woocommerce Salesforce Integration</a></p>
<h3>Gravity Forms Pardot Integration</h3>
<p>We have a separate plugin for Pardot. <a href="https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-pardot-plugin/" rel="nofollow ugc">Gravity Forms Pardot Integration</a></p>
<h3>Gravity Forms Klaviyo Integration</h3>
<p>We have a separate plugin for Pardot. <a href="https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-klaviyo-integration/" rel="nofollow ugc">Gravity Forms Klaviyo Integration</a></p>


WP Gravity Forms Salesforce

Gravity Forms Salesforce Add-on sends Gravity forms entries to salesforce CRM.

CRM Salesforce LearnDash Integration vs WP Gravity Forms Salesforce