Giter Club home page Giter Club logo

frm_salesforce's Introduction

Formidable Forms Salesforce Integration

Formidable Forms Salesforce Integration is a WordPress plugin that connects your site's Formidabble Forms to the Salesforce CRM.

Configuration

The Formidable Forms Salesforce Integration plugin makes it easy to submit leads to your Salesforce CRM account. After installing the plugin you will find a new Salesforce submenu available under your Formidable admin menu. On that page there are two tabs, 1. Configure and 2. Authorize. The configuration tab has instructions on how to create a Salesforce Connected App. This is required to connect your site to Salesforce.

Authorize

Once you have finished creating your Salesforce Connected App you can then authorize your plugin to use the Salesforce REST API. Make sure you have saved your Client ID and Secret you got when you created your Connected App. Then switch to the Authorize Tab and click the 'Authorize' button. You will be directed to a Salesforce login page. Once you've authorized the app, you will be redirected about to your WordPress Formidable Forms Salesforce Integration admin page. You should see a green check mark in the Authorization Status section.

The Formidable Forms Salesforce form action

You can pick and choose which forms send what information to your Salesforce account. To connect a form to Salesforce, select or create the form and edit the form's settings. Under 'Form Actions' there will be a Saleforce option. Click the logo to add the action to the form. There you can map your form's fields to Salesforce's lead fields. There are a few required fields for creating a lead in Salesforce Company and LastName are required on each and every lead submission. Update your form and you will soon see your leads populate in Salesforce.

Recommend Projects

  • React photo React

    A declarative, efficient, and flexible JavaScript library for building user interfaces.

  • Vue.js photo Vue.js

    ๐Ÿ–– Vue.js is a progressive, incrementally-adoptable JavaScript framework for building UI on the web.

  • Typescript photo Typescript

    TypeScript is a superset of JavaScript that compiles to clean JavaScript output.

  • TensorFlow photo TensorFlow

    An Open Source Machine Learning Framework for Everyone

  • Django photo Django

    The Web framework for perfectionists with deadlines.

  • D3 photo D3

    Bring data to life with SVG, Canvas and HTML. ๐Ÿ“Š๐Ÿ“ˆ๐ŸŽ‰

Recommend Topics

  • javascript

    JavaScript (JS) is a lightweight interpreted programming language with first-class functions.

  • web

    Some thing interesting about web. New door for the world.

  • server

    A server is a program made to process requests and deliver data to clients.

  • Machine learning

    Machine learning is a way of modeling and interpreting data that allows a piece of software to respond intelligently.

  • Game

    Some thing interesting about game, make everyone happy.

Recommend Org

  • Facebook photo Facebook

    We are working to build community through open source technology. NB: members must have two-factor auth.

  • Microsoft photo Microsoft

    Open source projects and samples from Microsoft.

  • Google photo Google

    Google โค๏ธ Open Source for everyone.

  • D3 photo D3

    Data-Driven Documents codes.