The premium extension, CF7 Integration With Salesforce CRM integrates Salesforce with contact form 7 submissions. This Salesforce integration plugin sends all the data of the contact form 7 submissions as per the form field mappings. Using it, the admin can save contact form 7 submissions before manually syncing them. Check out more amazing features:
- Upload attachments to Salesforce
- Associate contacts to account in Salesforce
- Associate contact with other objects in Salesforce
- Associate Leads and Contacts to Campaigns in Salesforce
- Add Campaign Member Status to Lead and Contacts
- Add Lead Status and Lead Source to Lead object in Salesforce
- Add Notes to Salesforce objects
- Sync Phone and Mobile fields
- Manually sync data
- Save contact form submissions
- Edit CF7 submissions
- Add notes to submissions
- Track contact form 7 submissions related data
Before you work with the CF7 Integration With Salesforce CRM, make sure you have:
- Contact Form 7 plugin installed and activated
- Active Salesforce Account
- MWB CF7 Integration With Salesforce CRM – WordPress plugin installed and activated
3.1.Manual Upload via WordPress Admin
For installing CF7 Integration With Salesforce CRM, trace these steps:
- Install and activate the free MWB CF7 Integration With Salesforce CRM.
- Buy the premium CF7 Integration With Salesforce CRM plugin.
- From WordPress Dashboard, navigate to Plugins > Add New > Upload Plugin
- Select the plugin zip file from the files of your system.
- Click ‘Install Now’.
- You will see “Plugin installed successfully” when the installation is complete. Click on the Activate Plugin button.
After activating the plugin, you can access the plugin from the Salesforce option under Contact.
4.Getting Started With CF7 and Salesforce
For getting started with CF7 and Salesforce integration. Firstly, the admin needs to connect his Salesforce account.
- Go to Dashboard > Contact > Salesforce > Connect Your Account
It will direct you to a page to enter your credentials. Admin can also sign up from this page if he does not yet have a Salesforce account.
The admin can establish a connection between CF7 and their Salesforce account in two ways:
- Direct Login and Authorize
- Log in using your Custom App
4.2.Log In Using Your Custom App
Admin can Integrate their Salesforce account using your own app through the following steps:
- Choose Environment ( from Production and Sandbox)
- Switch the Use Own App toggle button
- Generate Consumer key and Customer Security
- Input both of them in their respective fields.
- Click Authorize
4.3.How To The Get API Keys (For REST API Integration Method)
For checking the app setup guide to generate consumer key and customer security, the admin can click the option on the bottom right corner, ‘ Check app setup guide’.
- Click on ‘ Show Me How’
- A pop-up window with instructions will arise.
Follow these instructions to get API Keys:
- Go to App Manager in Salesforce and Choose ‘New Connected App’
- Enter the application name and check ‘Enable OAuth Settings’
- Enter the callback URL. ( This can be copied from the page where the admin is asked to enter the credentials. It is different for every user.)
- Select access and manage your data & perform requests on your behalf at any time as OAuth Scopes
- Save App, copy Customer Key and Secret Key.
After successful authorization, the admin can access the dashboard. The REST API integration method has access tokens that you can refresh.
4.4.How To Get Web to Keys (For Web-to-Case & Web-to-Lead)
For integrating via Web-to-Lead or Web-to-Case method,
- Go to dashboard > Contact >Salesforce > Connect Your Account > Choose Web-to-Lead or Web-to-Case integration method
- Select environment
- Input Organization ID & Salesforce Domain
- Hit Authorize
If the admin selects Web to lead or Web-to- Case integration method then a different set of instructions will pop on selecting the same ‘Show Me How’ option on the bottom right option:
- In Salesforce, go to Company Information > Salesforce.com Organization ID
- Enter your Salesforce domain with HTTP ( for example, https://example.salesforce.com ) in the Salesforce Domain field
After successful authorization, the admin can access the dashboard. The admin can view synced contact forms and saved contact form 7 submissions from the dashboard. There is no access token to refresh in the Web-to-Lead & Web-to-Case integration method.
The admin can view synced contact forms and saved contact form 7 submissions from the dashboard. There is no access token to refresh in the Web-to-Lead & Web-to-Case integration method.
The admin can create as many feeds he wants using the CF7 Integration with Salesforce CRM
5.1.Add New Feed
For creating new feeds, follow these steps:
- Go to WordPress Dashboard > Contact > Salesforce > Feeds > Add Feed
- New Feed Page will open, the admin can name it.
- Select and fill in the required feed details:
- Select contact form whose data the admin wants to sync.
- Choose the Salesforce Object from the available objects.
Please Note: While creating feeds In the Web-to-Lead & Web-to-Case integration method, the admin can sync only two types of objects. They are Lead and Case.
3. Map your CF7 fields with the respective fields of the Salesforce module.
4. Select field type from Standard Field Value or Custom Value.
For Custom Value: Switch field type to custom value > select the form fields from the drop-down menu in the customs value section.
- As a value is selected from the dropdown, it will append in the customs value input field
- This way, the admin can prepare the custom value for that field.
5. If the admin wants to add extra feeds, he can do so by clicking ‘Add new feed’.
6. Choose Primary key from primary field.
7. Enable ‘Condition Filter’ from Conditional statement if needed.
8. Add lead source and lead status if applicable.
9. Enable and add notes on Salesforce.
10. Enable and select to associate feed to single or multiple campaigns.
11. Enable manual sync and add attachment features.
12. Publish the feed.
The admin can select a field as a “primary key” to update an existing record. It is for updating the existing entries subject to the Salesforce object selected. It is not available for web-to-lead & web-to-case integration methods. So, pre existing records cannot be updated.
- Go to Dashboard > Contact > Salesforce >Feeds > Choose Feed to add primary field
- Select the unique identifier in the ‘Primary Field’ option. Select a field which should be used as a “primary key” to update an existing record in case of duplicate records.
- The primary field also appears according to the object that the admin has selected.
- Publish the changes.
The conditional filters are for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions.
The admin has options for the AND filter & the OR filter. For applying conditional statements:
- Go to Dashboard > Contact > Salesforce > Feeds
- Select the field and the conditions that are available.
- Select Add “OR” Filter.
- Choose the desired field.
- Enter a value if the selected condition requires one
- Publish the feed. And the Salesforce feed with a conditional filter will be created.
The admin can add notes to Salesforce CRM using this contact form and Salesforce integration plugin. The option to add notes will also be subject to the Salesforce object. For example, Accounts. Enabling or disabling this feature is in the hands of the admin.
To Add Notes:
- Go to Dashboard > Contact > Salesforce > Feeds > Add Notes
- Switch to enable adding notes over Salesforce CRM
- Choose to prepare notes from the form fields data. Select other options if you want them to be added as notes, and it will be appended. Entry note and title is separated by a question mark.
The admin can select to send the notes data to the Notes list or Notes & Attachment list.
If the admin enables manual sync for this feed, then all the related data will not sync via contact form submissions. Instead, the admin will have to manually sync the data.
To enable manual sync:
- Go to Dashboard > Contact > Salesforce > Feeds > Manual Sync
- Switch to enable manual sync for a particular feed. The option is on the top left of the feed.
The CF7 Integration with Salesforce CRM has an option to sync up to 5 attachments at a time. If anyone is required then choose the field in any of the attachment numbers.
To allow adding attachment:
- Go the Dashboard > Contact > Salesforce > Feeds > Add Attachments
- Slide button to enable adding attachments over to Salesforce CRM.
- Select Salesforce fields you want to map to sync the files.
- Update Feed.
Notes & attachments can be used in every object. In the case of contacts, the admin can associate contacts with accounts.
To associate accounts in Salesforce:
- Go to Dashboard > Contact > Salesforce > Feeds > Feed with contacts as object > Associate Account
- Slide the button to enable/disable contact association.
- If you want to associate accounts, we have provided a dependent feed option. Select account feed from the existing account feed.
- Map this field with an existing feed. In case if no association feed appears, create a new feed by clicking on the “Add New” button. A new dependent account feed will be created and listed in the option.
- Hence, the account and contact will be created with the same name.
- Admin can also select an existing account to associate contacts from the option.
Dependent feeds will not be triggered by default or sync real-time. Association feeds will be triggered when the feed it is dependent upon is triggered.
Association feeds are listed below Salesforce feeds. To edit these dependent/ association feeds:
- Go to Dashboard > Contact > Salesforce > Feeds >Association/Dependent Feeds
- Select the edit option to open any particular association feed.
- Admin can map new fields, add new fields or set a primary key for this feed.
- Update the feed.
Contacts can also be associated with single or multiple campaigns using CF7 Integration with Salesforce CRM.
For association contact to a campaign:
- Go to Dashboard > Contact > Salesforce > Feeds > Feed with contact/lead as object > Edit
- Slide the button to enable campaign association.
- Refresh and select a campaign from the options.
- Assign member status from the available option and update the feed.
18.104.22.168.For Multiple Campaigns
For associating contacts with multiple campaigns,
- Go to Dashboard > Contact > Salesforce > Feeds > Feed with contact/lead as object > Edit
- Slide the button to enable contact association with multiple campaigns
- Refresh, select, and enter the campaign names in the multi-input meta box. Any contact created through this feed shall be associated with the selected campaigns.
- Select member status and update the feed.
22.214.171.124.Lead Source & Lead Status
Contacts can also be associated with single or multiple campaigns using CF7 Integration with Salesforce.
For association contact to a campaign:
- Go to Dashboard > Contact > Salesforce > Feeds > Feed with lead as object > Edit
- Navigate to Lead Source & Status
- Slide the lead source button for adding the lead source.
- Refresh & select from the pre-defined lead source options.
- Slide the lead status button for adding lead status.
- Refresh & select from the pre-defined lead status options.
- Update feed.
The CF7 Integration with Salesforce CRM provides a detailed log of all the contact form submissions along with additional data like notes, association ID’s, and attachments. To check the logs, make sure you have enabled logs from the settings tab of CF7 Integration With Salesforce CRM.
- Go to Dashboard > Contact > Salesforce > Logs
- The admin can clear logs, and download them as a CSV file.
The CF7 Integration with Salesforce CRM allows the admin to save contact form submissions for manual sync later on. A separate tab named Submissions showing the number of saved contact form submissions will be created in the admin panel.
To view submissions:
- Go to Dashboard > Submissions
- The submissions page with all the contact forms will appear.
Admin can filter submissions based on contact forms and dates modified. Moreover, all these submissions can be exported as a CSV file.
7.1.Edit Submission Details
The admin can edit the contact form submissions before syncing them to the Salesforce CRM.
- Go to Dashboard > Submissions
- Select any form submissions you want to edit.
- Navigate to the pencil icon and edit the submission details.
The admin can also print the form submissions. For that:
- Go to Dashboard > Submissions > Edit (any) Submission
- Navigate to the print icon & click.
- Adjust printing options and save as PDF file.
Using CF7 Integration with Salesforce CRM, the admin can also check out the additional information of the contact form submission. It includes:
- Submission ID
- Contact Form filled
- Date & time of form submission
- Date & time of modification
- Source URL
- IP Address
To check additional information:
- Go to dashboard > Submissions > Edit (any) Submission > Additional Information
The admin can add notes to the contact form submissions. This is useful when there are more than one admin and they want to attach a quick snippet regarding the contact form submissions.
To add notes to submissions:
- Go to Dashboard > Submissions > Edit (any) Submission > Add Notes
- Admin can add high (red), medium (yellow), and low (green) priority notes to submissions.
CF 7 Integration With Salesforce CRM allows manual syncing of the contact form submissions. After making any required edits, the admin can manually sync these submissions.
To manually sync a submission:
- Go to Dashboard > Submissions > Edit (any) Submissions
- On the top left corner, select CRM as Salesforce.
Click ‘Send to CRM’ and the particular form will be synced.
The settings tab of the CF7 Integration With Salesforce CRM can be used to change the general environment of the plugin. To make any changes :
- Go to Dashboard > Contact > Salesforce > Settings
- Make changes according to your choice.
- Save settings after making changes.
Under the settings tab you will find:
Slide this button to enable logging of all form data to be sent over Salesforce CRM.
Switch this button to automatically delete the plugin data after uninstalling the CF7 Integration With Salesforce CRM.
The plugin sends over the error notifications in form submissions when connected via REST API when you switch this button. It sends debug emails when connected via Web-to-lead & Web-to-Case integration methods. Below this option is a meta box to input the admin’s email address that will receive all these error notifications.
8.4.Delete Logs After N Days
After a particular set number of days, the logs of the form submissions will automatically be deleted. Mention the number of days in the box provided.
8.5.Do Not Save Submissions
If the admin enables this option, the contact form submissions will not be saved in the submission tab. Moreover, the admin will not be able to sync the contact forms submissions manually.
8.6.Do Not Track Forms
The admin can select certain contact forms whose data he does not want to save. Input the names of all those contact forms whose data you don’t want to save as submissions in the box provided.
After purchasing the CF7 Integration With Salesforce CRM, the admin needs to verify their purchase through a code. To verify the extension’s purchase:
- Go to Dashboard > Contact > Salesforce > License
- Enter the code > Validate.
If the license key is not activated within 30 days of the purchase, the admin might lose data and the plugin will become dysfunctional.
This documentation contains all the settings in the CF7 Integration with Salesforce CRM. If you have any query regarding the working of this plugin or any other customization, you can contact us.
The CF7 Integration with Salesforce CRM sends all CF7 data submissions to Salesforce CRM and classifies them on the basis of various objects and Salesforce modules assigned.
Does the CF7 Integration with Salesforce CRM Pro plugin need to have the free org plugin activated too?
Yes. You should have the following for the proper functioning of this plugin:
- The latest version of the free MWB CF7 Integration with Salesforce CRM
- Salesforce CRM account (You can also sign up from the Salesforce Accounts tab)
- CF7 Plugin
The admin needs to have the Salesforce account or can directly sign up using the link we have provided in our plugin’s Salesforce Account tab and then select the Salesforce Domain. Then enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner.
Yes, this can be done using CF7 Integration with Salesforce CRM. According to the Salesforce modules, the admin can add as many feeds as he wants. In the same way, the admin can also add new fields by filling the field value and field type. The steps involved are as follows:
Go to Dashboard > Contact > Salesforce > Add New Feed > Select Field > Add New Field
What is the use of the conditional statement in the CF7 Integration with Salesforce CRM plugin while creating the new field?
Our plugin has this conditional filter for adding conditions to the form submissions. If the condition filters are set, only those CF7 submissions will be exported that fulfill those conditions. The admin has options for the AND filter and the OR filter.
Yes, we have the functionality in our CF7 Integration with the Salesforce CRM plugin. Manual data sync facilitates the admin to send form submissions related to the particular feed manually. For enabling manual syncing: Go to Dashboard > Contact > Salesforce > Salesforce Feeds. Select/edit the feed for which you want to enable manual syncing. Under the additional features, the admin can enable ‘Manual data sync.
Yes, We have provided this functionality in our plugin to collect the logs. For enabling logs: Go to Dashboard > Contact > Salesforce > Settings. Switch the button ‘Enable logs’ to enable logging of all the form data sent over Salesforce and save the settings made.