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Description

Contact Form 7 – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Contact Form 7 and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Contact Form 7 form on your site.

Features

  • Easily integrate Contact Form 7 form to Salesforce CRM Contact
  • Easily integrate Contact Form 7 form to Salesforce CRM Case
  • Easily integrate Contact Form 7 form to Salesforce CRM Lead
  • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Contact
  • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Case
  • Integrated Contact Form 7 form can automatically add your site new form data to Salesforce CRM Lead
  • Easily map your Contact Form 7 form fields to Salesforce CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited Contact Form 7 forms

Installation

This plugin requires the Contact Form 7 plugin.

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘Contact Form 7 – Salesforce CRM Integration’ plugin zip
  • Activate ‘Contact Form 7 – Salesforce CRM Integration’ plugin
FTP, SFTP, SCP etc…
  • Unzip ‘Contact Form 7 – Salesforce CRM Integration’ plugin zip
  • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate ‘Contact Form 7 – Salesforce CRM Integration’ plugin

Configuration

  • Create Connected App in Salesforce CRM. The guide is here.
  • Go to ‘Admin’ -> ‘CF7 – Salesforce’ -> ‘Configuration’
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘CF7 – Salesforce’ -> ‘Integration’
  • You can see list of Contact Form 7 Forms
  • Click on edit form icon which you want to integrate form
  • Select a Salesforce CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
  • Map fields which you want to map
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in Salesforce CRM module

Changelog

1.0.0
  • Initial release