Live Demo: CF7 Integration With Salesforce CRM

The CF7 Integration With Salesforce CRM is a premium plugin that integrates contact form 7 submissions with Salesforce. Admin can sync phone and mobile fields, save form submissions, and track other submission-related details.

Are You Still Confused About How CF7 Integration With Salesforce CRM Works?

Frequently Asked Questions

The CF7 Integration with Salesforce CRM sends all CF7 data submissions to Salesforce CRM and classifies them on the basis of various objects and Salesforce modules assigned.

Yes. You should have the following for the proper functioning of this plugin:

  1. The latest version of the free MWB CF7 Integration with Salesforce CRM
  2. Salesforce CRM account (You can also sign up from the Salesforce Accounts tab)
  3. CF7 Plugin

The admin needs to have the Salesforce account or can directly sign up using the link we have provided in our plugin’s Salesforce Account tab and then select the Salesforce Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.

For creating Salesforce feeds, you need to select the following details:

  1. Select Contact form
  2. Salesforce Object
  3. Field Value
  4. Conditional Statement
  5. Primary key (optional)

Yes, this can be done using CF7 Integration with Salesforce CRM. According to the Salesforce modules, the admin can add as many feeds as he wants. In the same way, the admin can also add new fields by filling the field value and field type. The steps involved are as follows:
Go to Dashboard > Contact > Salesforce > Add New Feed > Select Field > Add New Field

Our plugin has this 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.

Yes, we have the functionality in our CF7 Integration with the Salesforce CRM plugin. Manual data sync facilitates the admin to send form submissions related to the particular feed manually. For enabling manual syncing: Go to Dashboard > Contact > Salesforce > Salesforce Feeds. Select/edit the feed for which you want to enable manual syncing. Under the additional features, the admin can enable ‘Manual data sync.

Yes, We have provided this functionality in our plugin to collect the logs. For enabling logs: Go to Dashboard > Contact > Salesforce > Settings. Switch the button ‘Enable logs’ to enable logging of all the form data sent over Salesforce and save the settings made.

Request For Personal Demo

    Let us clear the hurdles in your pathway

    Get in touch with us and let us break all the barriers resisting your business growth. Since we’re always available, you’ll get a flashing response once you contact us.