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Discussion on Contact Form 7 - Salesforce CRM Integration

Discussion on Contact Form 7 - Salesforce CRM Integration

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35 comments found.

Hi, we’re going to add a new feature on our website and we want to know if this plugin can help us.

We need that not logged in users are able to upload some files inside our CF7 Forms. We need those files to be uploaded on Salesforce leads.

Is this possible? Thanks

Hi unilum,

Would you please contact us here: https://obtaincode.net/customizations/

Thanks!

Hi, we’re having problemas with Licence Verification. We provide the Purchase Code on the License Verification page but it is returning an WP error div without any text message.

Can you help me? Thanks!

Hello rodrigo_fw,

We regret the inconvenience caused.

Yes, Would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Hi Team, We want to integrate WordPress to Salesforce where we want to capture the information provided by the User and transfer it to Salesforce Custom Object (not in Lead, Case or Contact). Pls confirm if it is feasible or not.

Thanks, Sudip

Hi Sudip, Thank you for contacting us. No, our plugin is not suitable with your requirements. Thanks!

Hi, i’m using Selectable Recipients with Pipe on Country Field but in the SF it only grab email not the country

Hello mamagreenmgp,

We regret the inconvenience caused.

Yes, Would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Hi.

Salesforce is retiring some of their API access. Will this impact how your plugin connects? Which version of their API are you using?

More info: https://help.salesforce.com/s/articleView?id=000385436&type=1

Thanks.

Hello efishinsea, We use Outh 2.0 better API and not issue. Thanks!

Hi obtaincode,

I have an active integration method Web-to-Lead or Web-to-Case

Before I send to Production, I want to test , and I have received the OID of the test environment, but in Salesforce I don’t receive the leads. If I put the production OID all works, but we need to test a few things before goes in production.

I know that in integration method with API there is that option (I don`t have for now the credential s), but in Web-to-Lead or Web-to-Case the is not. Can you help me this?

Thanks in advance

Hello adriangpj,

We regret the inconvenience caused.

Would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

hi need urgent help. In connection i have this error Error: invalid_grant

Error Description: authentication failure. I tried with 2 different login

Hello Gilberto, Just sent reply on your support ticket. Thanks!

Presales Question: Will this plugin allow me to create a wordpress registration form that would put that information in as a lead into salesforce?

Thank you for contacting us. Our plugin support WordPress registration form and plugin is: https://codecanyon.net/item/wordpress-users-salesforce-crm-integration/21398650 Thanks!

How do we map radio buttons on the form to checkbox in Salesforce? All the other custom fields are working with the exception of Radio buttons. The values are not being populated when it is imported in Salesforce.

Hello Kaeondavis,

We regret the inconvenience caused.

Would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Hello Team,

We are running an issue with Contact Form 7 – Salesforce CRM Integration with WordPress and Salesforce. Its stopped working after 31st July 2020.

checked all the setting from Salesforce and WordPress side and seems there is no any changes.

Thanks

Hello kkyle,

We regret the inconvenience caused.

Just download the latest update from the CodeCanyon and update it via FTP/SFTP, it will start working. We did already release an update on 8 July 20.

If still issue, would you please submit a support ticket: https://obtaincode.net/support/

Let us know if any concerns!

Thanks

Hello obtaincode,

I just wanna ask if Enterprise Edition can use Web-to-Lead or Web-to-Case as integration method?

No, We can support you if you can’t configure. Thanks!

Yes please. Can we talk through email?

Released 2.0.0 version.
- Easily integrate your Contact Form 7 form with Salesforce CRM Lead, Contact or Case.
- Integrated Contact Form 7 form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Contact Form 7 form fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event option for 'Create Object Record' and 'Create/Update Object Record'.
- Integration Method option for 'API' and 'Web-to-Lead or Web-to-Case'.
- Salesforce CRM Environment option for 'Production' and 'Sandbox' environment.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Contact Form 7 form 'File Attachments' and upload form file attachments to your Salesforce CRM 'Files'.
- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
- 'Salesforce CRM Object Field' dropdown fields sorted in alphabetical order.
- Section for view Salesforce CRM API error logs.
- API Error Notification option for will be sent Salesforce CRM API error to the specified email.

Hi,

Can you add data to a custom object mapped against a unique value such as email address or is it just for adding new Contacts, Cases and Leads.

Thanks

Hello austenburns,

Thank you for contacting us.

We can provide you custom solution as per your requirements. Let us know about your thoughts and contact us: http://www.obtaincode.com/contact-us/

Let us know if any concerns!

Thanks!

Question: Can you map the contact form 7 fields to a salesforce campaign?

Hello marmondesigns, Thank you for contacting us. In Leads, Salesforce API not provides Campaign field. Thanks!

Hello marmondesigns, We have release this feature. Thanks!

Is there a way to change the text of the Lead Source field in Salesforce?

Currently it is labeled as ‘Info-Email’, but I would like to change that.

Thank you!

Our plugin send form submitted data to the Salesforce and can not change label of Lead Source. You can change value of lead source.

Hello ADITION,

Is you fetch any issue with submission issue, would you please submit support ticket: http://www.obtaincode.com/submit-a-request/

Let us know if any concerns!

Thanks

Okay, thank you!

I would like to update the plugin … do I just have to re-upload the new files or do I have to re-do the configuration as well?

Hello ADITION,

Steps:

- Download plugin.

- Unzip downloaded plugin.

- update it via FTP or SFTP.

Let us know if any concerns!

Thanks

Does it work with Salesforce pardot ? Pardot.com ?

Hello Lokeshmotwani,

Thank you for contacting us.

Our Contact Form 7 – Pardot Integration plugin will help you to add automatically Prospects into Pardot when people submit a Contact Form 7 form on your site.

Product Link: https://codecanyon.net/item/contact-form-7-pardot-integration/22240057

Let us know if you need more details.

Thanks

Thank you, I will check it out.

Does your plugin support passing attachments to Salesforce?

Hello Noraf,

Thank you for contacting us.

Our plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Contact Form 7 form on your site. For attachments, it will send as URL.

Let us know if you need more details.

Thanks

Hello Noraf,

Thank you for contacting us.

Our plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Contact Form 7 form on your site. For attachments, it will send as URL. Also, we can customize this plugin as per your requirement, let us know about your thoughts and contact us: http://www.obtaincode.com/contact-us/

Let us know if you need more details.

Thanks

Hello, I have the professional version of Salesforce as I can integrate with your plugin considering that you already buy it.

Hello Kevinantivar,

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

Hi,

We successfully added multiple forms that are properly working.

However we wanted to add a few extra forms today and now we don’t see the fields in the integration. When we click filter, the module dropdown says ‘select a module’.

This worked without problems yesterday.

We haven’t changed the settings.

Any idea what’s wrong?

​Hello Stijndw,

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

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