Code

Ninja Forms - Salesforce CRM Integration

Ninja Forms - Salesforce CRM Integration

Ninja Forms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Ninja Forms form on your site.

Features

  • Easily integrate Ninja Forms form to Salesforce CRM Contact
  • Easily integrate Ninja Forms form to Salesforce CRM Case
  • Easily integrate Ninja Forms form to Salesforce CRM Lead
  • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Contact
  • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Case
  • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Lead
  • Easily map your Ninja Forms form fields to Salesforce CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited Ninja Forms forms

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
    Also, We provide custom solution for integrating Ninja Forms form or any web form to Case and Lead with Contact Edition, Group Edition and Professional Edition without any API access. Contact us here.

Author Ratings & Reviews

Author Ratings & Reviews

Installation

WordPress Dashboard

  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘Ninja Forms – Salesforce CRM Integration’ plugin zip
  • Activate ‘Ninja Forms – Salesforce CRM Integration’ plugin

FTP, SFTP, SCP etc…

  • Unzip ‘Ninja Forms – Salesforce CRM Integration’ plugin zip
  • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate ‘Ninja Forms – Salesforce CRM Integration’ plugin

Configuration

  • Create Connected App in Salesforce CRM. The guide is here.
  • Go to ‘Admin’ -> ‘NF – Salesforce’ -> ‘Configuration’
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘NF – Salesforce’ -> ‘Integration’
  • You can see list of Ninja Forms Forms
  • Click on edit form icon which you want to integrate form
  • Select a Salesforce CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘Salesforce CRM Integration?’ checkbox if you want to integrate Salesforce CRM
  • Map fields which you want to map
    Note: Bellow module wise fields are required in Salesforce CRM and it must be mapped in Form.
    • Contact: Last Name
    • Case: Case Origin
    • Lead: Last Name and Company Name
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in Salesforce CRM module

Changelog

1.1.0
 - Security release

1.0.0
 - Initial release
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