Guide for Contact Form 7 Integration with Salesforce
Guide for Contact Form 7 Integration with Salesforce
Guide to configure Contact Form 7 integration with Salesforce. Contact Form 7 is a form-builder solution that can be used to collect user details from your WordPress site that can then be classified as leads for your business’ further tracking and marketing strategies. These can then be synced in a CRM like Salesforce where they can then be managed more effectively.
With the miniOrange Salesforce Contact Form 7 Integration solution you can sync any form submission to any object in Salesforce. This enables you to achieve various use cases such as Lead Sync to Salesforce, Account Sync to Salesforce, Contact Sync to Salesforce, or even custom data sync to Salesforce.
In this guide, we will go through the steps to set up Lead Sync with Salesforce where the Lead data is gathered with the Contact Form 7 plugin. Our WordPress Object Data Sync for Salesforce plugin synchronizes the Contact Form 7 submissions with any object in Salesforce and keeps Salesforce records in sync with WordPress.
Pre-requisites: Download and Installation
Object Data Sync for Salesforce plugin is set up to sync the data collected from the Contact Form 7 plugin as Leads in Salesforce.
Note: You will need the Premium version of the Object Data Sync for Salesforce plugin to set up sync of form data between WordPress Contact Form 7 and Salesforce. If you want the premium version of the plugins or have any questions related to your use-case you can contact us at firstname.lastname@example.org
Steps to configure Contact Form 7 integration with Salesforce for syncing leads:
1. Configure Salesforce App
First of all you have to establish a connection between the Object Data Sync for Salesforce plugin and Salesforce. To connect Object Data Sync for Salesforce plugin with Salesforce you can follow the steps given here.
2. Object Mapping
After having successfully connected with Salesforce app navigate to the Object Mapping tab and click on the Add Object Mapping button to add a new object mapping.
Here we will be configuring basic details related to object mapping. Fill in the details as stated in the table below.
Select WordPress Object
You can select any WordPress Object from WordPress Object dropdown and the fields of selected object will be populated in section 4.
Note: You can select any form created by Contact Form 7 plugin, fields of selected form will be populated under section 4 of the Object mapping and you can these fields to map with any Salesforce fields (Standard or Custom fields)
Select Sync Direction
Enable “Sync from WordPress to Salesforce” .
Select Salesforce Object
In this Example we are using Salesforce Object Lead but you can select any Salesforce Object from the dropdown.
Note: You can select any Salesforce object such as Lead, Contact, Account and so on from the dropdown.
Now scroll down to the Field Mapping section, here we will be mapping Salesforce and WordPress fields to each other.
Note : The required fields from Salesforce are already populated and new fields can be added using Add Salesforce Field button.
You can select the Contact Form 7 fields which you wish to map with respective Salesforce fields from the Select field drop-down of the respective Salesforce Field.
You can remove an already mapped field using the icon on the top right corner of the section, if you do not wish to map it.
Once you have configured all the field mappings you can click on the Save Object Mapping button to save the mapping.
As soon as selected form is submitted by user, a new Salesforce record [Lead] will be created in Salesforce according to mapping done above.
You have successfully configured the sync between Contact Form 7 and Salesforce Lead Object .
If you want to check if data was synced successfully or not, then you can do so from the plugin itself.
Navigate to the Troubleshoot submenu in the Object Data Sync for Salesforce plugin.
Click on Audit Reports Tab and enable the toggle Enable Audit.
In order to test the sync, you can now open the page in which you have embedded the shortcode of your selected contact form and fill out this form.
Now monitor the logs again, you will find an entry in the Audit Logs section and the column Action Status which will tell you the status of sync of that entry.
In order to cross check the sync on the Salesforce platform, click on respective Salesforce Id.
If sync is successful then you will a Salesforce ID associated with the Salesforce record. You can click on the Salesforce ID to see the data synced on the Salesforce side.
In case, you are not seeing any error, you must see a reason why the sync was not completed. Most of these errors are self explanatory but you can search of these error on Salesforce community forum or reach out to us at email@example.com to debug the issue.
In this Guide, you have successfully integrated the WordPress Contact Form 7 with Salesforce Leads. This solution ensures Salesforce Contact Forms sync with WordPress, which enables you to sync all the leads data from WordPress to Salesforce.
If you dont hear from us within 24 hours, please feel free to send a follow up email to firstname.lastname@example.org
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