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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.
Object Data Sync for Salesforce plugin is set up to sync the data collected from the Contact Form 7 plugin as Leads in Salesforce.
WordPress Salesforce Object Sync | Sync Salesforce Objects bidirectionally with WordPress. Enable real-time sync, scheduled sync, Salesforce Sync with Workflows Automation, sync leads from WordPress to Salesforce, Salesforce ACF/CPT UI integrations, and more.
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
|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.|
Note : The required fields from Salesforce are already populated and new fields can be added using Add Salesforce Field button.
You have successfully configured the sync between Contact Form 7 and Salesforce Lead Object .
If you are looking for anything which you cannot find, please drop us an email on email@example.com
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