92 comments found.
Hi, is it possible to populate an object to a gravity forms field? e.g. I have a field where people type in a certain ID or code. And Gravity form grabs the corresponding fields from the SF object
Or can we populate a list of records to a GF dropdown?
Hello goeiezaak, Thank you for contacting us. No. Thanks!
Hi, is there a way to send form submission data to the income section of salesforce?
Hello Lisa, No, our plugin does not support donations data. Thanks!
Pre Purchase Que: Hey team Having some questions before purchase, will this plugin provide me the option to get
1. Salesforce Custom fields (suppose I have 3-4 custom dropdowns field in gravity form) 2. Salesforce Phone field will the sales force get these data if I use this plugin? In the screenshot, I have not seen any custom filed option, so please clear and if possible if you have any demo please provide it.
Do you have only these fields? or I can get here any custom filed from my gravity form. https://prnt.sc/lwIdUY2DKiv1
Hello clinchcovers, Thank you for contacting us. Our plugin support custom fields. Would you please submit a support ticket: https://obtaincode.net/support/ so that we can assist you. Thanks!
Hello, this plugin is not working for me. The leads simply do not “map in” at all to my Salesforce account. I filed a support ticket last week and still haven’t heard back.
Hello cacurtis,
We regret the inconvenience caused.
Would you please submit a support ticket: https://obtaincode.net/support/
Let us know if any concerns!
Thanks
I have a customer that wants to push leads into specific Salesforce Lead Que’s based on a selecting in the form. Also the customer wants to push a seperate form into a Case Que. can your plugin push Leads and Cases into Salesforce Que’s via the Salesforce API? I look forward to your reply. thank you
Hello lucein1774, Thank you for contacting us. Would you please share screenshot of here: https://obtaincode.net/contact-us/ so that we will check it and update you. Thanks!
Hi, can your plugin handle Gravity Forms Add-On Partial Entries?
We would like the partial entries to go the Salesforce apart from normal lead submission.
Thanks
Hello jitenshah, Thank you for contacting us. No. Thanks!
Looking CRM,for my following locations of my driving school. 1. https://www.raradrivingschool.co.uk/where-to-find-us/watford/ 2. https://www.raradrivingschool.co.uk/birmingham 3. https://www.raradrivingschool.co.uk/driving-lessons-instructors-luton/ 4. https://www.raradrivingschool.co.uk/driving-lessons-instructors-borehamwood-rara-driving-school/ 5. https://www.raradrivingschool.co.uk/driving-lessons-instructors-stevenage-rara-driving-school/ 6. https://www.raradrivingschool.co.uk/driving-lessons-instructors-leeds/ 7. https://www.raradrivingschool.co.uk/driving-lessons-instructors-bradford/ I want to manage front end for UK driving school students, to book their driving lessons, on required dates and times, on a calendar, hour to hour slots, or 2 hour slots. It will be different number of instructors for different location. The online calendar of office staff, shall be able to have 2 way synchronization, with google calendar of each instructor. Whereas the calendar available to front end customers, need access in office, I need that all bookings come to office staff and they can allocate booking to different instructors depending on postcode proximity, availability.Driving instructors shall have their own login and can see their personal students only and can create,edit and delete the lesson bookings. Can I use this application for my above requirements with or without customization.
Thank you for contacting us. No. Thanks!
Hey, I am a developer and integrating your plugin on a website. I have some questions. Please check this link https://monosnap.com/file/bOFzeTnIXcZeb5xjNLQlIx5ys4550N
Could you please guide me where I can find these settings “‘Create Object Record’ or ‘Create/Update Object Record’”?
Thanks
Hello hiddenpearls,
We regret the inconvenience caused.
Would you please submit a support ticket: https://obtaincode.net/support/
Let us know if any concerns!
Thanks
Hi obtaincode,
a wonderful plugin.
Can you briefly explain to me how the Queuing or retrying on failure with Sales Force is handled by the plugin?
Is it provenly working?
We did purchase a copy and are testing it and would like to be sure if using it it’ll give us proper results.
Thanks
Hello mirramar,
We regret the inconvenience caused.
Would you please submit a support ticket: https://obtaincode.net/support/
Let us know if any concerns!
Thanks
I purchased this plugin to use on a multisite but it only seems to work on each individual site? Is that right? One per site would be incredibly expensive
Hello ctay85,
We regret the inconvenience caused.
As per CodeCanyon license policy, they provide single site license. You can cross-check it here: https://codecanyon.net/licenses/standard.
If any issue, Would you please submit a support ticket: https://obtaincode.net/support/
Let us know if any concerns!
Thanks
- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case. - Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case. - Easily map your Gravity Forms 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 Gravity Forms 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.
Hello, Is your plugin capable of importing Gravity Forms submissions to a salesforce Account Object? I noticed it says it can import to Lead Object, Contact object but no information for Account Object.
Hello viktorbak, Thank you for contacting us. No. Thanks!
Can this integrate with the free version of Gravity Forms?
Hello cinnabar, Thank you for contacting us. The Gravity Forms is premium plugin and has not free version. https://www.gravityforms.com/pricing/ Our plugin working well with all the Gravity Forms premium version. Thanks!
Your instructions to create a connected app ask to select OAuth Scopes: Full access (full). Is this not a security flaw? Could we limit it somehow? Can this plugin be exploited to high-jack Salesforce data via a breach in WordPress security?
Hello Adal, We have followed coding standards, used safe and secure OAuth 2.0 for authentication AND No middleware. Direct communication between your server (WordPress Gravity Forms) and Salesforce CRM. For scopes, if you don’t want full, more guide is here: https://help.salesforce.com/articleView?id=connected_app_create_api_integration.htm&type=5 Thanks!
hi there pre sales questions i am very interested to know if ur plugin can work with mautic? i googled and its in the pipeline i am thinking if i can use zapier to make ur plugin communicate with mautic?
or in other way, is there a way i can make ur form passes the users email to mautic so that it follow my email sequence to get more sales?
then after the sale, woocommerce changes it to customer status and it stop sending those emails
Hello 100reviewcom, Thank you for contacting us. No. Thanks!
Hello edwardkent,
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
Hello edwardkent,
We have release new version this this feature.
Let us know if any concerns!
Thanks!
Hello. We noticed you have a new version available here, but in WP there was no notice that an update was available. Is this normal? We were running 1.2.0 and I see the current is 1.5.0 Knowing when an update is available is critical for security and performance. Thanks
Hello market3, Yes, it’s normal. For notice, our plugin listed on CodeCanyon and not on WordPress plugin listing. Thanks!
Also, new version have better security. Below are the changelog:
1.5.0 - Feature – “Salesforce CRM Module Field” dropdown fields refresh. - Feature – “Salesforce CRM Module Field” dropdown fields sorted in alphabetical order.
1.4.0 - Feature – Added Salesforce CRM Environment option for Production and Sandbox environment. - Feature – API Logs.
1.3.0 – Security release. – Performance – Optimized integration.
1.2.0 – Security release. – Feature – Added support for Name and Address advanced fields.
1.1.0 – Security release.
1.0.0 – Initial release.
Hi, could you let me know if a specific version/license for Gravity Forms is required? eg Pro or Elite? I see Gravity webhooks is only supported in Elite – does your plugin use the Gravity webhooks add-on to push data to Salesforce?
Also a comment to other people asking about support for Salesforce for NPSF – The Salesforce Non-profit version is essentially an Unlimited org license, with API support, so this will work for any plugin requiring salesforce REST API access.
Also Lightning does not affect the API capability of the org, so whether you have a Lightning type or not, it won’t whether API is available or not – that is based on the org type (Enterprise and above do have API access; Professional and below do not).
Hello stephencnz,
Thank you for contacting us.
Our plugin support all Gravity Forms three (Basic, Elite and Pro).
For Salesforce, Please check “Requirement: Any one of below Salesforce Editions with API access” section in the plugin description.
Let us know if any concerns!
Thanks
Will your plugin work with either of the 2 salesforce editions that they mention at the following URL? Lightning Enterprise Edition + NPSP and Unlimited Edition + NPSP
https://www.salesforce.org/nonprofit/get-started/Hello koremarketingagency,
Thank you for contacting us.
Our plugin support Enterprise Edition and Unlimited Edition. Also, support Developer Edition and Performance Edition.
=== Requirement: Any one of below Salesforce Editions with API access ===
= Salesforce provides API access inbuilt and is enabled by default in bellow edition. =
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
= Note: Salesforce not provides API access inbuilt and is not enabled in bellow edition. You must have API access or will purchase API access for a bellow edition from Salesforce. If have or will purchase then our plugin work with bellow edition. =
- Contact Edition
- Group Edition
- Professional Edition
Let us know if any concerns! Thanks
is Lightning Enterprise Edition same as Enterprise Edition that you listed as being supported?
Yes, both are same. Lightning Enterprise Edition and Classic Enterprise Edition.
Why do I have to know the username and password of Salesforce ?
Yours, Manolito
Hello clickbizz, It’s required for communicate with Salesforce. If you fetch any issue, would you please submit support ticket: http://www.obtaincode.com/submit-a-request/ Thanks!