[WordPress] 外掛分享： Integration for Salesforce and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms

內容簡介

Contact Form 7 Salesforce Plugin可將從Contact Form 7、Contact Form Entries Plugin和許多其他常用聯繫表單外掛的表單提交送至Salesforce。欲瞭解更多關於Contact Form Salesforce Plugin，請至crmperks.com。我們還提供可用於Pardot的其他連接器，即Contact Form 7 Pardot Integration。

如何設置？

前往「Salesforce Accounts」標籤，然後添加新帳戶。
前往「Salesforce Feeds」標籤，然後建立新的變換。
將必要的salesforce欄位對應到聯繫表單7的欄位。
將您的測試項目發送到Salesforce。
前往「Salesforce Logs」標籤，並驗證是否已將該項目發送至Salesforce。

連接Salesforce帳戶

通過安全的Oauth 2.0將任何聯繫表單7連接到Salesforce帳戶。如果API訪問被禁用，您可以使用簡單的「Web2Lead」。

對應salesforce欄位

首先選擇任何salesforce對象，然後將聯繫表單欄位對應到salesforce對象欄位。對於欄位數量，沒有限制。您可以對應無限的欄位。

篩選聯繫表單7提交

將所有聯繫表單7提交送至salesforce，或根據使用者輸入篩選要傳送至salesforce的聯繫表單提交。例如，僅發送那些具有工作電子郵件地址的條目至salesforce。

手動傳送至salesforce

當某人提交聯繫表單時，將聯繫表單7提交傳送至salesforce。您可以手動將聯繫表單提交傳送至salesforce。

Salesforce日誌

查看每個聯繫表單7提交的詳細日誌，無論是否已發送至salesforce，並輕鬆重新發送任何聯繫表單提交至salesforce。

將數據發送至salesforce對象的附註

當有人在您的網站上提交表單時，可將一對多聯繫表單欄位發送為salesforce對象附註。

為什麼要建立這個外掛？

Contact Form 7和其他一些熱門的聯繫表單不錯，但您無法將聯繫表單提交發送到任何CRM，包括Salesforce。使用此免費的WordPress Salesforce外掛，您可以從WordPress網站將任何聯繫表單提交傳送至salesforce。

高級版功能。

此外掛還有一個高級版，具有多項額外優勢：Contact Form Salesforce。

Salesforce自定義欄位。
任何Salesforce對像的電話號碼欄位。
Salesforce自定義對象。
上傳到Salesforce的「文件」部分的附件。
分配帳戶至在salesforce中的聯繫人。
將聯繫人和線索添加到Salesforce Campaign。
將由一個feed創建的salesforce對象（聯繫人、帳戶等）分配給其他對象。
提交表單的訪客的Google Analytics參數和地理位置。
使用電子郵件查找API查找線索的電子郵件。
驗證線索的電話號碼並使用電話查找API獲取詳細信息。

外掛標籤

開發者團隊

原文外掛簡介

Contact Form 7 salesforce Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries Plugin and and many other contact form plugins to Salesforce when someone submits a form. Learn more about Contact Form Salesforce Plugin at crmperks.com. We also offer other connector for Pardot Contact Form 7 Pardot Integration.
How to Setup

Go to “Salesforce Accounts” tab then add new account.
Go to “Salesforce Feeds” tab then create new feed.
Map required salesforce fields to contact form 7 fields.
Send your test entry to Salesforce.
Go to “Salesforce Logs” tab and verify, if entry was sent to Salesforce.

Connect salesforce account
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.
Map salesforce fields
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.
Filter contact form 7 submissions
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.
Manually send to salesforce
Send contact form 7 submissions to salesforce when someone submits a contact form. You can manually send contact form submissions to salesforce.
salesforce logs
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.
Send Data As salesforce object Notes
Send one to many contact form fields as salesforce object notes when anyone submits a form on your site.
Why we built this plugin
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.
Premium Version Features.
This plugin has a Premium version which comes with several additional benifits Contact Form Salesforce.

Custom fields of Salesforce.
Phone number fields of any Salesforce  Object.
Salesforce Custom Objects.
Upload attachments to “Files” section of Salesforce.
Assign account to a contact in salesforce.
Add a contact and lead to Salesforce Campaign.
Assign salesforce object(Contact, account etc) created by one feed to other objects.
Google Analytics Parameters and Geolocation of a visitor who submitted the form.
Lookup lead’s email using email lookup apis.
Verify lead’s phone number and get detailed information using phone lookup apis.
20+ premium addons

Requirements
Salesforce API access is enabled by default for following editions

Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition

You will have to enable Salesforce API for following editions

Contact Edition
Group Edition
Essential Edition
Professional Edition

Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Need Salesforce Plugin for Woocommerce ?
We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration
Contact Form 7 Pardot Integration
We have a separate plugin for Pardot. Contact Form 7 Pardot
Contact Form 7 Marketo Integration
We have a separate plugin for Marketo. Contact Form 7 Marketo Integration
Contact Form 7 Klaviyo Integration
We have a separate plugin for Klaviyo. Contact Form 7 Klaviyo Integration