92 comments found.
We moved our site from a dev URL to the live URL, and now it’s saying “Already used purchase code. Would you please buy another licence.”
Hello bengiordano,
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
If a person with the same email feels out 2 different forms on our website, it unfortunately creates two different leads in salesforce…i.e. this plugin creates duplicates. it’s not able to check if there is already a lead with that same email address
Hello benoiteyver, Our plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site. Thanks!
Hi, presale question. Does this plugin support multiple feeds per form? Reason is, a user can have a profile on our site and their SF lead gets updated when they update their profile. Problem is when their lead is converted to a contact. I would still like to update the contact if the profile is updated. For this, I think we need a 2nd feed on the form. Thanks
Hello WakoMako, Thank you for contacting us. No, our plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site. Thanks!
We have released 2.0.0 version and Gravity Forms – Salesforce CRM Integration plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add/update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case. Thanks!
You list support for many editions. Do you support integration with Sales Cloud Essentials Edition?
Hello mpitre, Thank you for contacting us. No, our plugin not support Essentials Edition. Thanks!
Pre-sale question:
Hi, I see in the comment before me that you say it doesn’t work with Salesforce For Non Profits. Would you care develop why? Indeed we are very much interested in linking GF with Salesforce and we have salesforce for Non profits, and it seems to me that SF for NP is a completely normal Salesforce instance, (enterprise on lightning). Why then would it not work?
Thanks in advance.
Hello Lymf,
Thank you for contacting us.
It’s work with Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Developer Edition and Salesforce Performance Edition. If your Non Profits Enterprise Edition, It will work.
Let us know if any concerns!
Thanks
Hi,
Does this work with Salesforce for Non Profits?
Hello andywozhere, Thank you for contacting us. No, Thanks!
Hello andywozhere,
Thank you for contacting us.
It’s work with Salesforce Enterprise Edition, Salesforce Unlimited Edition. Salesforce Developer Edition and Salesforce Performance Edition. If your Non Profits Enterprise Edition, It will work.
Let us know if any concerns!
Thanks
Pre-sales Question:
Hi,
Can this be used to update existing contacts as well as insert new ones.
i.e. If a contact already exists in sales force, can we use gravity forms as a method of making changes to this contact?
Thanks
Hello FallenLeaf, Thank you for contacting us. Our plugin will help you to add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site. For more details, you can contact us: http://www.obtaincode.com/contact-us/ Thanks!
Hello FallenLeaf,
We have released 2.0.0 version with add/update support with more features.
Let us know if any concerns!
Thanks
Is it possible to attach a File Upload from GF to a record in Salesforce?
Hello Pcarass,
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
Thanks, I have already raised a ticket. Paul
Ok, Fine. We will take your support ticket today end of the day and update you. Thanks!
Great
Thanks
Hi, pre-sales question – When the free Katz GF to Salesforce plugin stopped working for me, I replaced it with Zapier. Thought that’d work fine. Problem is, Zapier uses the REST API to push data into Salesforce, and it turns out, that API doesn’t trigger native Salesforce email notifications we badly need. Salesforce support said the SOAP API triggers the notifications, but Zapier doesn’t support SOAP, just REST. Does your plugin support the SOAP API? Thanks.
Hello Adamdanielmedia,
Thank you for contacting us.
Would you please let us know, which Salesforce edition you are using at?
Let us know if any concerns!
Thanks
Enterprise version!
Thank you for the details. You can create rules and trigger it because our plugin use REST API and not have a any option but you can create rules and trigger it. Thanks
After configuring my App and the plugin properly, the salesforce fields are not displaying in the pick lists. I’ve asked in support with no response. I am using WP v4.9.8, Salesforce Lightning.
Hello Dillon,
We regret the inconvenience caused.
Our support team will take support ticket within 1 business day.
Let us know if any concerns!
Thanks
Hi, about to add a salesforce integration to one of our sites, and had a question before purchacing.
Are you able to conditionally send to salesforce based on a field’s value? Say there’s a drop down, and only some of the options will send to salesforce if selected.
Cheers.
Hello Icreate,
Thank you for contacting us.
This plugin will help you add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.
You can map Gravity Forms form field with Salesforce CRM field which you want and it will send to the Salesforce CRM which is mapped and not based on conditionally.
For you requirement, we can customize this plugin as per your requirement, let us know about your thoughts for customization and contact us: http://www.obtaincode.com/contact-us/
Let us know if any concerns!
Thanks
Does the plugin have any hooks or filters for customising what is sent to salesforce?
No. You can customze our plugin.
Pre-sales question: I’ve been using the Gravity Forms ExactTarget Add-On but it’s no longer being updated or supported. Will this plugin push email addresses to an ExactTarget mailing list, or is it only for sending data to Salesforce?
Hello transmitstudio,
Thank you for contacting us.
Gravity Forms – Salesforce CRM Integration plugin is for only Salesforce CRM.
Let us know if any concerns!
Thanks
Does this plugin support Opportunities object?
Hello Asmith007, Thank you for contacting us. Our plugin will help you to Cases, Contacts and Leads. For Opportunities, we can customize this plugin and develop functionality for Opportunities. Let us know about your thoughts for customization and contact us: http://www.obtaincode.com/contact-us/ Thanks
Thanks. Can you tell me if we can write to 2 Objects from one form – e.g. Case and Contact?
No, you can write one form with one object. Thanks!
Hello,
Can I use this addon and your hubspot addon at the same time?
Thank you.
Hello YaBoi,
Thank you for contacting us.
Yes, you can use our both of add-on same time.
Let us know if you need more details.
Thanks
Can this plugin be used on multiple sites with the same Salesforce? Does a different Consumer Key and Secret Key need generated for each site. Looking to use on 10 sites and was able to configure on one site, but after second purchase of license I am not able to Integrate.
Hello Ncheuvront,
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 can see that with this add-on, I can create sales-force contact, case and lead. But I also need to create sales-force account. Can I do that?
Please reply, before purchasing I need to make sure as it is one of my need.
Hello Fazle,
Thank you for contacting us.
Just sent reply on your support ticket.
Let us know if any concerns!
Thanks
I have setup a Gravity Form with some conditional settings so that Submission Type A has different IDs than Submission Type B. When I am assigning which entry goes where in Salesforce can I leave some blank? If a form only includes information that is not sent to Salesforce will it not create a new entry?
Hello Yallagency,
Thank you for contacting us.
No, This plugin is not suitable with your requirement because our plugin send to Salesforce after submission form.
Let us know if any concerns!
Thanks
Is it possible to use this plugin with Salesforce marketing cloud? And if so, how do you create a connected app for it there? Thanks!
Hello Lovingpeter,
We regret the inconvenience caused.
No, This plugin is for Salesforce CRM.
For Connected App, Would you please submit support ticket: http://www.obtaincode.com/submit-a-request/
Let us know if any concerns!
Thanks
Hi, I see that this plugin allows you to add new contacts into Salesforce – does it also allow you to update existing contacts? This is a pre-sale question on behalf of my client – thank you!
Helo BlueSkyPhoenix,
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. It will create new record. For you requirement, we can provide custom solution. Let us know about your thoughts for custom solution and contact us: http://www.obtaincode.com/contact-us/.
Let us know if any concerns!
Thanks
Hello BlueSkyPhoenix,
We have released 2.0.0 version with add/update support with more features.
Let us know if any concerns!
Thanks
Hi, can this be used to create Notes in SalesForce?
Hello Giania,
Thank you for contacting us.
No, 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.
Let us know if you need more details.
Thanks