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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.

Does this plugin support 2-way sync between Gravity Forms and Cases… or is it just one way from GF to Salesforce Cases? We need it to be two way… so that edits in salesforce appear in the Gravity Forms entry.

Hello Batsirai,

Thank you for showing interest in our product.

It’s add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

For your requirement, We can customise this plugin and sync two way. Let us know about your thoughts.

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

Thanks

Hello,

I’m wondering if your plugin will work when using the Gravity Forms API. I am submitting my form like this:

GFAPI::submit_form($form_id, $form_values);

Will your plugin submit to Salesforce using this method or will it only work when someone submits a form using the Gravity Forms shortcode?

Thanks!

Hello,

Thank you for interest in our product.

This will only work with when someone submit a form.

Thanks

does this work with TLS 1.1?

Hello savash,

We have used REST call and it’s working well with securely. We will improve with TLS if it will needed.

Let us know if any concerns!

Thanks

Hey, I have created Connected Apps under Administer -> Manage Apps in Sales Force. How do I get the consumer key and consumer secret?

We have sent update. Thanks

Hi, I have sent a reply, let me know what you think.

We have sent update. Thanks

Hi,

I have just installed the plugin and setup a connected app in salesforce but am having an issue matching the fields from my Gravity form from the interface (i.e. the fields are not showing in the drop-lists for the salesforce fields). Also just sent you an email with additional details.

Hoping you can help. Thanks

Hello,

Thanks for the purchased our product.

Would you please let us know which Salesforce edition you are subscribed and have API access or not.

More details read ‘Requirement’ in this link: https://codecanyon.net/item/gravity-forms-salesforce-crm-integration/20174431

Let us know if any concerns!

Thanks

Does this plugin support the upcoming (Nov 17 deadline) Salesforce API endpoint update?

Hello,

Yes, As we have test with all the new endpoint or new changes in REST API. If this time not support then we will give you support of this. Our plugin using Auth and Create sObject endpoint only.

Let us know if you need more details of this.

Thanks

Can you plugin sync to opportunities/donations? In addition does the API sync stage changes from gravity forms/stripe?

Hello,

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.

For Opportunities/Donations, We can customize this plugin and give a support for this modules. Let us know about your thoughts and contact us bellow form.

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

Let us know if you need more details of this.

Thanks

Hello. I was wondering, can this addon embed the actual Salesforce entry in a Gravity Form notification email so that an admin can click the link and go straight to the Salesforce entry?

Hello,

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.

For entries, We can make one script or you will click on entry to send entry in Salesforce CRM. Let us know about your thoughts for custom solution.

Contact Us: http://www.obtaincode.com/submit-a-request/

Thanks

clean and professional.. good luck for sales

Thanks a lot for your best wishes. We are hopeful that customer’s will like this product.

There is another Salesforce for Gravity forms plugin available on Code Canyon. Does your plugin do anything different that would make me buy your plugin rather? So far you have no sales while your competitor sold a couple of hundreds already. I am concerned that you may discontinue developing this after a while when you do not make a sale.

Hello Modena Design,

Yes, This plugin will help you to generate leads, cases and contacts when people submit a Gravity Forms form on your site. You can easily integrate and admin friendly integration. Just create Connected App in Salesforce CRM and add key and credentials into WordPress. After you can integrate with any Gravity Forms you want. We are starting and release this few days ago.

Let us know if you required more assistance/details of this.

We are looking forward to your reply.

Thank You.

Good work… Good luck for sale…

Team CloudBerriez

Thanks a lot for your best wishes. We are hopeful that customer’s will like this product.

Can you also build one for Contact Form 7 and Teamleader CRM? http://apidocs.teamleader.eu/crm.php

Hello codeagencybe,

Yes, We can build for you. Please contact us obtaincode@gmail.com.

We are looking forward to your reply.

Thank You

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