[WordPress] 外掛分享： CRM Perks Integration for Gravity Forms and Salesforce

內容簡介

WP Gravity Forms Salesforce 外掛可將 Gravity Forms 的表單提交自動傳送至 Salesforce CRM，簡化資料管理流程，提升業務效率。

【主要功能】
• 自動將表單提交發送至 Salesforce
• 支援多個 Salesforce 帳戶連接
• 可選擇性發送特定表單條目
• 詳細的提交日誌功能
• 自動創建或更新 Salesforce 聯絡人

外掛標籤

開發者團隊

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