前言介紹
- 這款 WordPress 外掛「WP Gravity Forms Salesforce」是 2018-11-01 上架。
- 目前有 1000 個安裝啟用數。
- 上一次更新是 2025-04-24，距離現在已有 10 天。
- 外掛最低要求 WordPress 4.7 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.3 以上。
- 有 132 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
salesforce | gravity forms salesforce | gravity forms salesforce crm | salesforce wordpress gravity forms | gravity forms salesforce integration |
內容簡介
Gravity Forms Salesforce外掛可在網站上的任何人提交表單時，將Gravity Forms表單提交的表單提交到Salesforce CRM。了解更多信息，請訪問crmperks.com。我們還提供其他Pardot連接器Gravity Forms Pardot Integration。
Gravity Forms Salesforce外掛設置
前往表單 -> 設置 -> salesforce，然後添加新帳戶。
前往表單 -> 選擇任何表單 -> 設置 -> salesforce，然後創建新的Feed。
將必需的Salesforce字段映射到Gravity Forms表單字段。
通過單擊“發送到Salesforce”按鈕將測試條目發送到Salesforce CRM。
前往表單 -> 選擇任何表單 -> 設置 -> salesforce日誌，並驗證先前發送條目的狀態。
連接Salesforce帳戶
使用安全的Oauth 2.0將任何Gravity Forms表單連接到Salesforce帳戶。此外，您可以將多個Salesforce帳戶連接到Gravity Forms。
映射Salesforce CRM字段
選擇任何Salesforce對象，然後將Gravity Forms表單字段映射到Salesforce對象(Contacts、Company、Order、Account、Case、Opportunity等)字段。
篩選Gravity Forms Salesforce條目
將所有條目發送到Salesforce或基於用戶輸入發送指定的條目。例如，只發送含有工作電子郵件地址的表單條目到Salesforce。
手動將條目發送到Salesforce
當用戶提交表單時，您可以自動將Gravity Forms提交的提交發送到Salesforce CRM。此外，您可以手動將Gravity Forms提交發送到Salesforce。
Gravity Forms Salesforce CRM日誌
查看每個Gravity Forms提交的詳細日誌，無論是否發送到Salesforce CRM，您都可以輕鬆地重新發送任何條目到Salesforce。
作為Salesforce對象註釋發送數據
當有人在您的網站上提交聯繫表單時，將一對多Gravity Forms表單字段作為Salesforce對象註釋發送。
在Salesforce中創建或更新聯繫人
如果聯繫人、潛在客戶、帳戶或任何對象已存在於Salesforce中，則更新它，否則在Salesforce中創建新對象。
高級版本功能
以下功能僅在高級版本中提供。 Gravity Forms Salesforce Add-on Pro。
Salesforce自定義字段，特別是電話字段。
將附件上傳到Salesforce的“文件”部分。
將Lead或Contact添加到活動中。
將一個對象分配給另一個對象。例如，將帳戶指定給Salesforce聯繫人。
在Salesforce中分配對象(聯繫人、潛在客戶等)所有者。
當任何用戶提交聯繫表單時，跟踪gclid、utm參數和地理位置。
使用流行的電子郵件和電話號碼查找服務查找客戶的電子郵件或電話號碼。
20多種高級插件
免費Gravity Forms Salesforce外掛
使用此免費的Gravity Forms Salesforce外掛輕鬆將Gravity Forms集成到Salesforce中。當有人在您的網站上提交聯繫表單時，您可以在Salesforce crm中創建/更新聯繫人、帳戶、案件、機會或訂單。
原文外掛簡介
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.
Gravity Forms salesforce Add-on Setup
Go to Forms -> Settings -> salesforce then add new account.
Go to Forms -> select any form -> Settings -> salesforce then create new feed.
Map required salesforce fields to Gravity Forms form fields.
Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.
Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.
Connecting salesforce account
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.
Map salesforce crm fields
Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.
Filter Gravity Forms Salesforce entries
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.
Manually sending entries to salesforce
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.
Gravity Forms Salesforce CRM logs
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.
Send Data As salesforce object Notes
Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.
Create Or Update Contact in Salesforce
If a contact,lead,account or any object already exists in salesforce , update it otherwise create a new object in salesforce.
Premium Version Features.
Following features are available only in premium version. Gravity Forms Salesforce Add-on Pro.
Salesforce Custom fields and particularly Phone fields fields.
Upload attachments to “Files” section of Salesforce.
Add Lead or Contact to a Campaign.
Assign one Object to other object. for example Assigning an Account to Salesforce Contact.
Assign Object(Contact, Lead etc) Owner in Salesforce.
When any user submits a contact form, track gclid, utm parameters and geolocation.
Lookup customer’s email or phone number using popular email and phone number lookup services.
20+ premium addons
Free Gravity forms Salesforce add-on
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.
Want to send Gravity Forms entries to other crms
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
Gravity Forms Pardot Integration
We have a separate plugin for Pardot. Gravity Forms Pardot Integration
Gravity Forms Klaviyo Integration
We have a separate plugin for Pardot. Gravity Forms Klaviyo Integration
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「WP Gravity Forms Salesforce」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0.3 | 1.0.4 | 1.0.6 | 1.1.3 | 1.1.5 | 1.1.7 | 1.1.8 | 1.1.9 | 1.2.0 | 1.2.1 | 1.2.7 | 1.3.3 | 1.4.1 | 1.4.3 | 1.4.4 | 1.4.5 | 1.4.6 | 1.4.7 | trunk |
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