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Discussion on Gravity Forms - Salesforce CRM Integration

Discussion on Gravity Forms - Salesforce CRM Integration

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92 comments found.

We have just purchased the plugin. We created connected app got field mapping done under contact module for a specific form. We are testing the form on our website but it’s not feeding any contacts in Salesforce. Are we missing any step?

​Hello Vitvekar ,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

Seems it is created 2 leads instead of 1.

Hello Shipjeff,

We regret the inconvenience caused.

Our plugin work well with all of the client’s sites and never fetch this type issue. Maybe you have submitted twice a form. If you fetch the issue again, just send support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

HELLO ADMIN PLEASE HELP ME TO KNOW ABOUT THIS PLUGIN . THE FREE VERSION NOT WORKING OF THIS PLUGIN . SO I WANT TO BUY THIS PLUGIN STORE THE DATA IN SALESFORCES (Contacts, Cases and Leads AND custom object ??)

Hello Rahulthkr,

Thank you for contacting us.

This plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site. Also read requirement of this plugin.

Let us know if you need more details.

Thanks

Could you please confirm if trial version is available of this plugin ??

No, We have not any trial version.

Please help!!! It seems that the plugin gets the form data into salesforce, but once there, nothing happens. It appears that once in Salesforce the triggers are not working. but if simply embedding a form, it works. btw… embedding forms is a nightmare to get working properly.

To be more specific, the lead comes into salesforce and is assigned to the appropriate person, however, it should trigger an email to that person, but it’s not. If I embed the form it works. Is there something I’m missing?

Hello Rdueck,

We regret the inconvenience caused.

Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

I successfully connected the plugin to Salesforce, but the form fields do not show up when I try to setup the integration. I’m using Salesforce Essentials. My purchase was verified. Here are the last digits – 072f31

Just sent reply on support ticket.

Hi there, I sent a message via your profile tab but have not received a reply back. I realize you are probably busy developing and so I understand.

My question was if you are able to develop an add-on for other form plugins like Super Forms developed by feeling4design. I currently have clients using those forms and would love to integrate with SalesForce directly without having to use a third party app like Zapier.

If so, I would be willing to pay to have it developed.

Please let me know if this is possible.

Thanks in advanced!

Carlos

Hello Carlos, Thank you for contacting us. Just sent a reply. Thanks

awesome! I just replied. Thanks for the quick response.

Hi there! Pre sell question. Would it be possible to post to Pardot instead of Salesforce directly with your plugin?

Thank you very much for your answer

Gui

Hi, thank for the quick answer! (but Pardot is Salesforce… well, not exactly right). I asked because I know “someone” the forum of the Brilliant Web-to-Lead for Salesforce plugin said you could change the URL of the Post action to Pardot instead of SF…).

Anyway, have a nice day

Gui

The API is different. Have a nice day! You too.

Hello BigRep,

We have released Gravity Forms – Pardot Integration plugin. Gravity Forms – Pardot Integration plugin can integrate Prospects between your WordPress Gravity Forms and Pardot (Salesforce Pardot). Easily add automatically Prospects into Pardot when people submit a Gravity Forms form on your site.

Link: https://codecanyon.net/item/gravity-forms-pardot-integration/22240088

Let us know if any concerns!

Thanks

Pre-sales question: In one of the comments, you mentioned that the plugin doesn’t support updating leads, but that was a few months ago. Is it now part of the plugin? Or still a custom thing that you’ll have to do?

Thanks for your reply. Any chance you can do the customization for me so it also updates leads? Thanks.

Hello Ynahpantig,

For any customization, Please contact us by bellow form.

Contact Us: http://www.obtaincode.com/contact-us/

Let us know if any concerns!

Thanks

Hello Ynahpantig,

We have released 2.0.0 version with add/update support with more features.

Let us know if any concerns!

Thanks

I am trying to integrate Salesforce with my Gravity Forms on Wordpress. Under the Salesforce Connected Apps Guide, the callback URL is incorrect. When I try to click on it, I get an error that says “The URL no longer exists.” Can you please get me an updated Callback URL? I believe it is not working because of Salesforce’s updated endpoints. This is probably happening to everyone trying to install the API.

Hello Bayley,

We regret the inconvenience caused

You can add your site URL or https://login.salesforce.com/services/oauth2/callback

Let us know if any concerns! Thanks

I received an email today stating that SalesForce is changing it’s support for API endpoints and web-lead and web-case functionality. Jan 12, 2018. Essentially, they are changing the URL used to connect to SalesForce.

Please update the plugin accordingly so that I can continue to link Gravity Forms to Salesforce.

Yes, It will work with API Endpoint Retirement.

I purchased and installed the plugin, however, I enter my purchase ID and click ‘Verify’ and nothing happens. I’m not able to access any other options for the plugin as it tells me to verify my license.

Hello,

We regret the inconvenience caused.

Would you please submit request: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

Been using the free Gravity Forms SalesForce Add-On on the plugin repository, but it hasn’t been updated in 3 years, and come January looks like Sales Force is changing how it does the Web to Lead functionality. My pre-sale question is…would this plugin support the new for SalesForce format to work with Gravity Forms? If so this may be a great solution for many. Let me know. Thanks.

Hello iJason,

Thank you for contacting us.

Yes, It will work with.

Let us know if you need more details. Thanks

I need more that 6 licenses… how can i do?

Hello,

Thank you for contacting us.

You will purchased 6 license one by one.

Let us know if any concerns! Thanks

can i have a better price if i take 10 licenses ?

It’ managing on CodeCanyon. Not in our hands.

Hello,

After installing this plug in, we noticed leads were being entered without source locations. Is there a way to include which form a lead came from when mapping to Salesforce?

Thank you.

Hello,

Yes. Would you please submit a support ticket http://www.obtaincode.com/submit-a-request/.

Let us know if any concerns!

Thanks

Hello.

Does your plugin cater for the latest endpoint update that is required by the 12th of January 2018?

W2C/W2L endpoints Websites using the W2C/W2L forms will cease to create new cases and/or leads within customers’ Salesforce orgs if the websites are not updated to use the new https://webto.salesforce.com endpoint URL by January 12, 2018. Action is required to to ensure no disruption to the creation of new cases and/or new leads prior to January 12, 2018.

Thanks, Mardi

Hello,

Thank you for contacting us.

Yes, It will work with API Endpoint Retirement.

Let us know if you need more details.

Thanks

Hello. I understand that your plugin add contacts, leads, cases into Salesforce but does your pluggin update contacts, leads, cases into Salesforce ? Example: if the admin modifies and updates existing entries in gravity forms, does your plugin update the existing contacts, leads, cases in Salesforce ?

Doc: https://obtaincode.net/documentation/gravity-forms-salesforce-crm-integration/

Create/Update Object Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.

So we can’t update record with another field than email address like GF Entry Id or Salesforce External Id, right ?

No, Create/Update Object Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record. Thanks!

Hi, what’s the best way to debug the API calls for the plugin? It creates Contacts without a problem, but for some reason it doesn’t create Leads. Thanks!

Hello Brosis, We regret the inconvenience caused. Just map the Last Name and Company fields. If you still fetch the issue. Please submit a request. http://www.obtaincode.com/submit-a-request/ Thanks!

Will this work with the new endpoint requirements on the sales force side? We had another plugin, but it hasn’t been updated in 2 years so want to make sure that if we purchase this one it will be compliant with their new upgrade?

Yes, Currently this is working with the new endpoint. Thanks!

Hi there, This plugin is setup and working properly except for one thing. While the form entries (name, email, etc.) are showing up in Salesforce, the multi-option picklist is not populating properly (it’s just empty). Do you have any suggestions as to why this might be happening, and how I can fix it? Thanks.

Hello Karinacrooks,

In Salesforce picklist have an option value and option label. So must match an option value in the form drop-down option value.

Let us know if any concerns!

Thanks

Pre-sales question: Hi does your plugin take into account the new endpoints needed for Salesforce mentioned here: https://help.salesforce.com/articleView?id=Updating-the-Web-to-Case-and-Web-to-Lead-Endpoint-URL&language=en_US&type=1

Hello,

We have used REST API calls and it’s working well at. If that time didn’t work, then we will give support with new endpoint.

Let us know if any concerns!

Thanks

Hello IWantThisWebsite,

We have released 2.0.0 version with add/update support with more features.

Let us know if any concerns!

Thanks

hello will this plugin integrate gravity forms woocommerce product addon ? thank you

Hello Sanjiovani,

Thank you for showing interest in our product.

No, This will help you add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

Thank You

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