MWB CF7 Integration With Salesforce CRM

Mô tả

WITH MWB CF7 INTEGRATION WITH SALESFORCE CRM, INCREASE AND CREATE LEADS, CONTACT, AND QUOTES WITH EFFORTLESS INTEGRATION OF YOUR CONTACT FORM SUBMISSIONS AND SALESFORCE CRM ACCOUNT.

With the MWB CF7 Integration With Salesforce CRM, you will experience how Salesforce integrates with contact form 7 to yield the best results. This free Salesforce and CF7 integration sends all the data of the contact form 7 submissions over to Salesforce CRM as per the form field mappings.

Contact form 7 Salesforce Integration helps the admin to:

  • Integrate Salesforce CRM account with Contact Form-7
  • Sync all the data ( form submissions/ entries ) over Salesforce CRM as per its modules
  • Create contacts, leads, and Quotes over Salesforce CRM
  • Collect Case and Lead through Salesforce Web to Lead and Web to Case

If you use CF7 Plugin, you surely would like to sync and save data over a CRM. So, Integrate your Contact Form 7 with a CRM tool like Salesforce and simplify the lead capturing process for your business.

PLUGIN MEETS YOUR REQUIREMENT, SO

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WITH MWB CF7 INTEGRATION WITH SALESFORCE CRM PLUGIN YOU CAN:

  • The MWB CF7 Integration with Salesforce CRM Plugin sends all the submissions of your contact forms over Salesforce CRM.
  • Sync Data real-time on the Salesforce CRM.
  • Clear log and download log clears and downloads sync logs data in one click.
  • Check all the saved data over CRM by connecting the contact form with Salesforce CRM.
  • Enable logs setting is given for allowing preparation of sync logs and saving these sync logs of client data on the Salesforce directory and database.
  • Delete data for clearing all Salesforce logs on plugin uninstall.
  • Email notification option to counter with error while Salesforce and CF 7 interact.
  • Clear client information sync log by default data every 30 days after install.
  • Filter CF 7 Submissions filtering according to the user inputs.
  • CF 7 Fields Association available with all Salesforce module fields.
  • Syncs Multiple Contact Form 7 submissions to your Salesforce CRM account.

WHAT IS INCLUDED IN FREE MWB CF7 INTEGRATION WITH SALESFORCE CRM PLUGIN

1) Smooth CF7 Integration With Your salesforce Account
MWB CF7 Integration with Salesforce CRM offers a smooth integration of both. It is not at all complex. The admin can enter their Salesforce API credentials to integrate Contact Form 7 with their Salesforce accounts.
Enabling MWB CF 7 Integration With Salesforce plugin creates a sub-menu in the name of Salesforce on the Contact Form. The admin can sign-up or log in to his Salesforce CRM account and connect the CF 7 and Salesforce CRM.
A set of instructions are clearly mentioned on the backend for the admin to connect their Salesforce CRM account with the Contact Form 7 plugin.

2) Easy CF7 Fields Association With Any Salesforce Module Fields
With MWB CF 7 Integration With Salesforce, the admin can link any Contact form 7 field to every available Salesforce module field. Any module field like Contacts, Accounts, Leads, Quotes, Deals, and Sales integrates perfectly with this plugin.

3) Filter CF7 Submissions According To User Input
The admin can filter the Contact form 7 submissions based on user input using AND/OR logic. This logic will filter CF 7 forms submissions and send it to Salesforce CRM depending on user inputs.
The MWB CF 7 Integration With Salesforce plugin also makes wrong inputs by the user invalid, and in such a case, the plugin will not sync the invalid CF 7 form entries to the Salesforce CRM.

4) Detailed Log Of CF7 Submission Sent To Salesforce
The Salesforce CF7 integration plugin will provide a detailed log of each Contact Form 7 entry sent to Salesforce CRM as per the response from the Salesforce CRM. Integrate your Contact Form 7 with Salesforce CRM that comes with logging of all the API interaction with Salesforce CRM for better error handling

5) Primary Key To Update Existing Entry Over Salesforce CRM
Suppose an entry made by the user in the contact form submission already exists over Salesforce CRM. In that case, the admin can update it with the help of the “Primary key” provided. In this way, it also becomes effortless to integrate Contact Form 7 with Salesforce Campaigns.

6) Error eMail Notification For Admin
MWB CF 7 Integration With Salesforce plugin creates Email notifications that are sent to the admin if any input error occurs in the process of data, sending entries over to Salesforce CRM. This way, the admin gets notified of any slight error in real-time.

7) Collect Case and Lead through Salesforce Web to Lead and Web to Case
Generate new cases with Web-to-Case. Quickly put up web forms to accept cases. Moreover, capture customer’s information to store as a new lead in Salesforce. If REST API is disabled for your Org (Salesforce Edition), or if you are not sure whether your org supports REST API or not, then you can authorize the plugin via web-to-lead / web-to-case

Free Demo of CF7 Integration With Salesforce CRM for WooCommerce

Visit CF7 Integration With Salesforce CRM Documentation and learn more about the features and working of the plugin.
Check out CF7 Integration with Salesforce CRM plugin Knowledge base

WHAT PREMIUM VERSION OF CF7 INTEGRATION WITH SALESFORCE CRM OFFERS

  • Salesforce Phone and Mobile Fields.
  • Upload attachments on Salesforce
  • Assign accounts to contacts in Salesforce
  • Add Salesforce CRM entry note
  • Add a contact & lead to a salesforce campaign
  • Assign contacts to any object in salesforce CRM
  • Sync data manually Over Salesforce
  • Save contact form submissions
  • Edit CF7 submissions
  • Export CF7 submissions as CSV
  • GDPR compliance settings

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF CF7 INTEGRATION WITH SALESFORCE CRM PLUGIN

NOTE : Get CF7 INTEGRATION WITH SALESFORCE CRM

LIVE DEMO OF PREMIUM VERSION

SUPPORT

If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket

If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.

Ảnh màn hình

  • API Keys instructions
  • App Credentials
  • CF7 Integration with Salesforce Settings
  • Dashboard with synced contact forms
  • Details in logs
  • Enter your credentials

Cài đặt

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of the plugin, log in to your WordPress dashboard, navigate to the Plugins menu, and click Add New.

In the search field type “MWB CF7 Integration with Salesforce CRM” and click Search Plugins. Once you’ve found our MWB CF7 Integration with Salesforce CRM plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our MWB CF7 Integration with Salesforce CRM and uploading it to your webserver via your favorite FTP application. The WordPress codex contains instructions on how to do this here.

Updating

Automatic updates should work like a charm; as always though, ensure you backup your site just in case.

Hỏi đáp

What is the basic purpose of using the MWB CF7 Integration with the Salesforce CRM plugin?

The MWB CF7 Integration with Salesforce CRM plugin sends all CF7 data submissions to Salesforce CRM as per the form field mappings and classifies them on the basis of various objects and Salesforce modules assigned.

How to Authorize the Connection of Your Salesforce Accounts?

The admin needs to have the Salesforce account or can directly sign up using the link we have provided in our plugin in the Salesforce Account tab and then proceed with selecting between the Production and Sandbox Environment. Then enter the Consumer Key, Consumer Secret & Callback URL after generating it following the instruction shared in a plugin. The instructions can be seen by clicking the plus icon in the top right corner.

What is the use of the conditional statement that is there in the plugin while creating the new field?

Our plugin has a conditional filter for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions. The admin has options for the AND filter and the OR filter.

Can we filter Contact form 7 entries with this MWB CF7 Integration with Salesforce CRM?

Yes, the CF7 Submissions filtering option is available according to the user inputs. Filtering contact forms will be made possible by Contact form 7 entries of AND / OR logic, sent to Salesforce CRM based on user input.

Can we update the already existing entry over Salesforce CRM?

Yes, the admin can update existing entries over Salesforce CRM with the help of the “Primary key”.

If any problem arises with this CF7 Integration With ZOHO CRM, then what do I do?

We are always available to help our customers anytime. Our support team works 24*7 for any issue related to our products and services. Just Contact us

My question is not listed

Please visit the MakeWebBetter knowledge base for more detailed documentation and support

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Nhật ký thay đổi

1.0.1 – Released on 02 september 2021

  • Improved : Updated UI ( Authorisation process )
  • Improved : Design and Icons( Animate )
  • Improved : Compatibility with latest WP( v5.8 )
  • New : Compatibility with CF7 Integration with Salesforce CRM ( Pro v1.0.0 )
  • New : Integration method Web-to-Lead/Web-to-Case
  • Other : Improved performance and bug fixes.

1.0.0 – Released on 09 july 2021

  • First version