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Plugin Description
This is the best WordPress Salesforce plugin.
Integrate Your Forms with Salesforce
Add one setting, check a box when configuring your forms, and all your form entries will be added to Salesforce from now on. Integrating with Salesforce has never been so simple.
Gravity Forms + Salesforce = A Powerful Combination
This free Salesforce Add-On for Gravity Forms adds contacts into Salesforce automatically, making customer relationship management simple. The setup process takes a few minutes, and your contact form will be linked with Salesforce.
Read the FAQ for information on how to integrate with Custom Fields.
Using the API
The Gravity Forms Salesforce API Integration requires PHP 5.3 or higher.
If you have the following Salesforce Editions, you can use the included API Add-on:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
If you use the following Editions, you will use the included Web-to-Lead Add-on:
- Personal Edition
- Group Edition
- Professional Edition
Note: You can also purchase API access for a Professional Edition.
Web to Case
When using the Web-to-Lead Add-on, you can choose to have form entries sent to Salesforce as Cases (like when using the Web-to-Case form) instead of as Leads.
If you have questions, comments, or issues with this plugin, please leave your feedback on the Plugin Support Forum.
Want to help translate?
The plugin fully supports multiple languages! Please help translate the plugin!
Screenshots
Configure Salesforce field mapping. Set up custom objects.
Integrate with more than one form.
Salesforce.com settings page
Web-To-Lead: View of Form Feeds. You can have multiple feeds for each form.
Web-To-Lead: View of the Web-To-Lead Settings screen.
Web-To-Lead: You can easily configure the field mapping for export to Salesforce using Feeds.
Web-To-Lead: The plugin integrates with the Gravity Forms Logging Tool to log all activity and/or errors.
Web-To-Lead: Specify custom fields and use the Salesforce API ID to send additional data to Salesforce.
Daddy Analytics Integration: The plugin integrates with Daddy Analytics
The Add-on loader added in version 3.0: Choose between API or Web-to-Lead Add-Ons.
Form Feeds can have rich mapping relationships: An Entry can create a Contact, which is then assigned to an Opportunity and is also assigned an Opportunity Contact Role.
The mapping of the Opportunity Contact Role shows the rich object mapping in action.
