viastudio

<p>Have you been frustrated trying to connect web forms to your CRM systems? <a href="https://viastudio.com/" rel="nofollow ugc">VIA Studio</a> feels your pain. This is what led to the development of our <a href="https://gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> to <a href="https://salesforce.com/" rel="nofollow ugc">SalesForce</a> plugin. It allows WordPress sites to easily integrate and funnel potential customers and leads from Gravity Forms to SalesForce systems. It works with any WordPress theme.</p>
<p>If assistance is still needed in setting up our Gravity Forms to SalesForce plugin we provide direct support through a full documentation section, FAQs and a contact form to speak directly to our development team who built the plugin.</p>
<p>Quit worrying about the setup and management of your Gravity Forms to SalesForce integrations and instead focus on driving leads and results!</p>


VIA Lead Integration for Gravity Forms and Salesforce

This takes the best form plugin (Gravity Forms) and is able to integrate Salesforce with ease! Awesome!! 

Integrating Salesforce made easy

CRM Perks

Samer Bazzi

Asif

<p>Contact Form 7 salesforce Plugin sends form submissions from <a href="https://wordpress.org/plugins/contact-form-7/" rel="ugc">Contact Form 7</a>, <a href="https://wordpress.org/plugins/wpforms-lite/" rel="ugc">WPforms</a>, <a href="https://wordpress.org/plugins/elementor/" rel="ugc">Elementor Forms</a>, <a href="https://wordpress.org/plugins/ninja-forms/" rel="ugc">Ninja Forms</a>, <a href="https://wordpress.org/plugins/formidable/" rel="ugc">Formidable Forms</a>, <a href="https://wordpress.org/plugins/contact-form-entries/" rel="ugc">Contact Form Entries Plugin</a> and and many other contact form plugins to Salesforce when someone submits a form. Learn more about Contact Form Salesforce Plugin at <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-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/contact-form-plugins/contact-form-pardot-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">Contact Form 7 Pardot Integration</a>.</p>
<h3>How to Setup</h3>
<ul>
<li>Go to “Salesforce Accounts” tab then add new account.</li>
<li>Go to “Salesforce Feeds” tab then create new feed.</li>
<li>Map required salesforce fields to contact form 7 fields.</li>
<li>Send your test entry to Salesforce.</li>
<li>Go to “Salesforce Logs” tab and verify, if entry was sent to Salesforce.</li>
</ul>
<p><strong>Connect salesforce account</strong></p>
<p>Connect any contact form 7 to salesforce account by safe and secure Oauth 2.0. You can use simple “Web2Lead”, if API access is disabled for your salesforce account.</p>
<p><strong>Map salesforce fields</strong></p>
<p>First select any salesforce object then Map contact form fields to salesforce object fields. There is No limitation on number of fields. You can map unlimited fields.</p>
<p><strong>Filter contact form 7 submissions</strong></p>
<p>Either Send all contact form 7 submissions to salesforce or filter contact form submissions sent to salesforce based on user input. For example , send only those entries to salesforce which have work email address.</p>
<p><strong>Manually send to salesforce</strong></p>
<p>Send contact form 7 submissions to salesforce when someone submits a contact form. You can manually send contact form submissions to salesforce.</p>
<p><strong>salesforce logs</strong></p>
<p>View a detailed log of each contact form 7 submission whether sent (or not sent) to salesforce and easily resend any contact form submission to salesforce.</p>
<p><strong>Send Data As salesforce object Notes</strong></p>
<p>Send one to many contact form fields as salesforce object notes when anyone submits a form on your site.</p>
<h3>Why we built this plugin</h3>
<p>Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including salesforce. You can send any contact form submissions from your wordpress site to salesforce with this free wordpress salesforce plugin.</p>
<blockquote><p><strong>Premium Version Features.</strong></p>
<p>This plugin has a Premium version which comes with several additional benifits <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-salesforce-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme" rel="nofollow ugc">Contact Form Salesforce</a>.</p>
<ul>
<li>Custom fields of Salesforce.</li>
<li>Phone number fields of any Salesforce  Object.</li>
<li>Salesforce Custom Objects.</li>
<li>Upload attachments to “Files” section of Salesforce.</li>
<li>Assign account to a contact in salesforce.</li>
<li>Add a contact and lead to Salesforce Campaign.</li>
<li>Assign salesforce object(Contact, account etc) created by one feed to other objects.</li>
<li>Google Analytics Parameters and Geolocation of a visitor who submitted the form.</li>
<li>Lookup lead’s email using email lookup apis.</li>
<li>Verify lead’s phone number and get detailed information using phone lookup apis.</li>
<li>20+ premium addons</li>
</ul>
</blockquote>
<h3>Requirements</h3>
<p>Salesforce API access is enabled by default for following editions</p>
<ul>
<li>Enterprise Edition</li>
<li>Unlimited Edition</li>
<li>Developer Edition</li>
<li>Performance Edition</li>
</ul>
<p>You will have to enable Salesforce API for following editions</p>
<ul>
<li>Contact Edition</li>
<li>Group Edition</li>
<li>Essential Edition</li>
<li>Professional Edition</li>
</ul>
<h3>Want to send data to other crm</h3>
<p>We have Premium Extensions for 20+ CRMs.<a href="https://www.crmperks.com/plugin-category/contact-form-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>Contact Form 7 Pardot Integration</h3>
<p>We have a separate plugin for Pardot. <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-pardot-plugin/" rel="nofollow ugc">Contact Form 7 Pardot</a></p>
<h3>Contact Form 7 Marketo Integration</h3>
<p>We have a separate plugin for Marketo. <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-marketo-integration/" rel="nofollow ugc">Contact Form 7 Marketo Integration</a></p>
<h3>Contact Form 7 Klaviyo Integration</h3>
<p>We have a separate plugin for Klaviyo. <a href="https://www.crmperks.com/plugins/contact-form-plugins/klaviyo-for-contact-form-7-elementor-wpforms-formidable-and-ninja-forms/" rel="nofollow ugc">Contact Form 7 Klaviyo Integration</a></p>


Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms

Send Contact Form 7, WPforms, Elementor, Ninja Forms, Contact Form Entries Plugin and many other contact form submissions to salesforce.

VIA Lead Integration for Gravity Forms and Salesforce vs Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms