Gravity Forms – Salesforce CRM 集成插件允许您连接 WordPress、Gravity Forms 和 Salesforce CRM。要自动将 Gravity Forms 表单提交添加到您的 Salesforce CRM 帐户，只需将您的 Gravity Forms 表单与 Salesforce CRM 潜在客户、联系人或案例集成即可。此外，还开发了一个插件，其中包含新的更好的 Salesforce CRM API。
此外，我们的插件与所有 Gravity Forms 计划兼容，包括 Basic、Pro 和 Elite。
特征
- 轻松将您的 Gravity Forms 表单与 Salesforce CRM 潜在客户、联系人或案例集成。
- 集成的 Gravity Forms 表单可以自动添加/更新您的网站新表单提交到您的 Salesforce CRM 潜在客户、联系人或案例。
- 轻松将您的 Gravity Forms 表单字段映射到您的 Salesforce CRM 潜在客户、联系人或案例字段。
- “Create Object Record” 和 “Create/Update Object Record” 的 Action Event 选项。
- “API”和“Web-to-Lead 或 Web-to-Case”的集成方法选项。
- “生产”和“沙盒”环境的 Salesforce CRM 环境选项。
- 支持 Salesforce CRM 自定义字段（电话、选项列表、多选项列表、日期、电子邮件、文本等）。
- 支持 Gravity Forms 表单“文件附件”并将表单文件附件上传到您的 Salesforce CRM“文件”。
- 支持 Salesforce CRM 活动。Campaign 选择 Contact 和 Lead 的选项。将联系人或潜在客户添加到您的 Salesforce CRM 营销活动。
- 支持 Salesforce CRM 对象的 ‘查找关系’ 类型字段（潜在客户所有者、联系人所有者、记录类型、客户、联系人等）。
- “Salesforce CRM 对象字段”下拉字段按字母顺序排序。
- “忽略垃圾邮件条目”选项，用于在发送到 Salesforce CRM 时忽略垃圾邮件状态条目。
- 部分用于查看 Salesforce CRM API 错误日志。
- 的 API 错误通知选项将 Salesforce CRM API 错误发送到指定的电子邮件。
- 集成无限的 Gravity Forms 表单。
评分和评论
更改日志
2.6.0 - Maintenance release. 2.5.0 - Feature - With "Create/Update Object Record" option, Update Case by Case Number. - Feature - Added "Owner" select option. - Feature - Added "Record Type" select option. 2.4.4 - Improved campaign functionality. 2.4.0 - Feature - Added "Token Flow" API option. 2.3.0 - Maintenance release. 2.2.0 - Feature - Added "Ignore spam entry?" option. - Feature - Added "Production" and "Sandbox" environment option for "Web-to-Lead or Web-to-Case". 2.1.0 - Feature - Remove field option for "Web-to-Lead or Web-to-Case". 2.0.0 - 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. 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.
