Code

Discussion on Gravity Forms - Salesforce CRM Integration

Discussion on Gravity Forms - Salesforce CRM Integration

Cart 2,983 sales
Recently Updated

obtaincode supports this item

Supported

This author's response time can be up to 1 business day.

92 comments found.

Hi! Thanks for the super useful plugin!

We would like to switch the OAuth flow from Username-Password Flow to Token flow: it saves a lot in terms of form submit time. For this, we created a token in Salesforce with Manage External Client Apps. We have the new Customer Key and Customer secret, but when authorizing after some seconds this error comes out error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration

The current URL we added in Callback URL in SalesForce is https://www.website.com/wp-json/gf-salesforce/callback

Is maybe this not right?

Hi Fabilous,

We regret the inconvenience caused.

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

Let us know if any concerns!

Thanks

Hi,

My Salesforce instance has ‘Require reCAPTCHA Verification’ enabled on all web-to-leads.

Can you please let me know if this works with this plugin?

How do you pass recaptcha validation back to the web-to-lead post request?

thanks

Hi maxtor831, Would you please submit a support ticket, we will guide you: https://obtaincode.net/support/ Thanks!

Does the plugin support conditional logic? ie. only generate a salesforce lead when a field is set to a certain value?

Hi diguno, Would you please submit a support ticket: https://obtaincode.net/support/ Thanks!

Hi

Can your plugin software populate data from Saleforce based on what is selected in the form?

Hi visualdevelopment, Thank you for contacting us. No. Our plugin generate Leads OR Contacts OR Cases from Gravity Forms form submission. Thanks!

I already submitted a support request. Hoping you will respond as fast as possible. Thank you

Hi Celestova, We sent reply to your support ticket. Thanks!

Hello, I’m getting the error “error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration” when I try to authenticate using the API method.

I would appreciate your help with this please

Hi Celestova,

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 there.

Is there a way we cna see a demo of how this works like other plugins on this site – we are very interested, but we need to know this is EXACTLY what we are looking for.

Now we get this

ocgfsf_campaign in /home/sites/16a/5/5d87dbb5ac/public_html/wp-content/plugins/gf-salesforce-pro/admin/admin.php on line 50

And more problems

error=invalid_client_id&error_description=client%20identifier%20invalid

Hi whdsolutions,

We regret the inconvenience caused.

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

Let us know if any concerns!

Thanks

hello,

Is it possible to send attachments that are uploaded with a gravity form entry to salesforce with your plugin?

Hi hairyhobo,

Thank you for contacting us.

Our plugin supports Cases, Contacts and Leads with Files (Attachments) with API option.

Thanks!

Ok, so does that mean if a user uploads 4 jpgs and i am using gravity PDF, so a PDF is generated when submit is pressed, all these files will get uploaded to salesforce?

No, our plugin does not support Gravity PDF. Only support https://docs.gravityforms.com/file-upload/ File Upload field. Thanks!

I can confirm that the “Gravity Forms – Salesforce CRM Integration” plugin works well and that when I had one technical configuration issue, the support reply from obtaincode was prompt and accurate.

Thank you very much for having faith on us and your positive response in our product.

Is Gravity Form Signature supported, so that clients can sign small contracts and the information (as field in sales -> oppertunity or as pdf, mail,..) is send to salesforce and the account or oppertunity get updated? (Salesforce lightning with personal accounts)

Hi KEOJ, Thank you for contacting us. No. Thanks!

Hi Can your plugin connect to SFMC ?

Hello pkgibson,

We regret the inconvenience caused.

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

Let us know if any concerns!

Thanks

Not sure if my form is sent via support – I’m getting the error “error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration” when I try to authenticate using the API method.

Hello dijidiji,

We regret the inconvenience caused.

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

Let us know if any concerns!

Thanks

There is no callback URL under Configuration. I’m following this article https://obtaincode.net/documentation/salesforce-pardot-connected-app/

I got it connected… is there anything else we have to do? Will it send entries automatically? Don’t I have to assign these leads to a list or something?

never mind… I got it

Hi Team,

We want to integrate WordPress to Salesforce where we want to capture the information provided by the User in Grvity Forms to be transferred to Salesforce Custom Object (not in Lead, Case or Contact).

Pls confirm if it is feasible or not to have this in Salesforce custom Object or not.

Thanks, Sudip

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

Does this plugin support the creation of a record for a custom object from a form submission?? Please let us know.

Hello KienbaumIT, Thank you for contacting us. No. Thanks!

I am trying to do an Integration with API, I already filled the Consumer key, consumer secret, UserName and Password but keep showing this error message and refuse to do the integration.

Error: invalid_client_id Error Description: client identifier invalid

Hello CreativeSigma,

We regret the inconvenience caused.

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

Let us know if any concerns!

Thanks

If I install this plugin on a staging site, can we change it to live site after? Please let me know. Thank you.

Hello lindsay58,

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, can you also target a different object other than lead or contact?

Hello a2ent, Thank you for contacting us. No, our plugin supports Cases, Contacts and Leads. Thanks!

Does this work with the Partial entries addon which saves the form to the Wordpress backend based on the WordPress Heartbeat API or if they click continue on a multi page form? I want the form data sent to Salesforce each time either of these happen, rather than just on the final submit button.

Hello foxrobinson, Thank you for contacting us. No. Thanks!

Is there a way to send entries in the backend of Gravity forms to Salesforce? So a partially sent form has been saved as an entry, and can then be manually sent to Salesforce?

Hello foxrobinson, It’s send when form submitted. For your requirements, we can customize our plugin and provide you solution. Contact Us here: https://obtaincode.net/contact-us/ Thanks!

Is this plugin work with PHP 8?

Hello della03318, Thank you for contacting us. Yes. Thanks!

by
by
by
by
by
by

Tell us what you think!

We'd like to ask you a few questions to help improve CodeCanyon.

Sure, take me to the survey