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Plugin Description
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 send 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
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.
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 login 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.
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.
WHAT PREMIUM VERSION OF CF7 INTEGRATION WITH SALESFORCE CRM OFFERS [COMING SOON]
- 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
SUPPORT
If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket
Screenshots
Instructions
Salesforce Accounts
Salesforce Feeds Tab
Salesforce logs
Salesforce Settings
Synced Salesforce Forms
