=== MWB CF7 Integration With Salesforce - Sync Data Real-time, Email notification, Syncs Multiple CF7 submissions === Contributors: MakeWebBetter Donate link: https://makewebbetter.com/ Tags: salesforce, web to case, contact form 7, salesforce integration, web to lead, cf7, contact form 7 integration Requires at least: 4.0 Tested up to: 5.8.2 Stable tag: 1.0.2 Requires PHP: 7.2 License: GPL: 3.0 License URI: http://www.gnu.org/licenses/gpl-3.0.txt MWB CF7 Integration with Salesforce plugin integrates and sends over all CF7 details to Salesforce as per its available modules. == Description == **WITH MWB CF7 INTEGRATION WITH SALESFORCE, INCREASE AND CREATE LEADS, CONTACT, AND QUOTES WITH EFFORTLESS INTEGRATION OF YOUR CONTACT FORM SUBMISSIONS AND SALESFORCE CRM ACCOUNT.** With the MWB CF7 Integration With Salesforce, you will experience how Salesforce integrates with contact form 7 to yield the best results. This free Salesforce and CF7 integration sends all the data of the contact form 7 submissions over to Salesforce CRM as per the form field mappings. Contact form 7 Salesforce Integration helps the admin to: * Integrate Salesforce account with Contact Form-7 * Sync all the data ( form submissions/ entries ) over Salesforce as per its modules * Create contacts, leads, and Quotes over Salesforce * Collect Case and Lead through Salesforce Web to Lead and Web to Case If you use CF7 Plugin, you surely would like to sync and save data over a CRM. So, Integrate your Contact Form 7 with a CRM tool like Salesforce and simplify the lead capturing process for your business. >**IMPORTANT NOTICE:** >_**From this version update, we would be discontinuing this plugin and its support. We had a great time serving everyone with the tool and learned a lot. People still interested in the tool functionalities may please check other tool recommendations.**_ >_**Please Visit [**WP Swings**](https://wpswings.com/?utm_source=wpswings-official&utm_medium=org-page&utm_campaign=org-discontinue-plugin) for all your WordPress/WooCommerce solutions**_ == PLUGIN MEETS YOUR REQUIREMENT, SO == [Download Now](https://downloads.wordpress.org/plugin/mwb-cf7-integration-with-salesforce-crm.zip) **Visit** [**Free MWB CF7 Integration with Salesforce Documentation**](https://docs.makewebbetter.com/mwb-cf7-integration-salesforce-crm/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) == WITH MWB CF7 INTEGRATION WITH SALESFORCE PLUGIN YOU CAN: == * The MWB CF7 Integration with Salesforce Plugin **sends all the submissions of your contact forms over Salesforce.** * Integrate via the global app connection method or use your own Salesforce account. * **Sync Data real-time** on the Salesforce. * **Clear log and download log** clears and downloads sync logs data in one click. * **Check all the saved data over CRM** by connecting the contact form with Salesforce. * **Enable logs setting** is given for allowing **preparation of sync logs** and saving these sync logs of client data on the Salesforce directory and database. * **Delete data** for clearing all Salesforce logs on plugin uninstall. * **Email notification** option to counter with error while Salesforce and CF7 interact. * **Clear client information sync log** by default data every 30 days after install. * **Filter CF7 Submissions filtering** according to the user inputs. * **CF7 Fields Association available with all Salesforce module fields.** * **Syncs Multiple Contact Form 7 submissions** to your Salesforce account. == WHAT IS INCLUDED IN FREE MWB CF7 INTEGRATION WITH SALESFORCE PLUGIN == **1)** **Smooth CF7 Integration With Your salesforce Account** MWB CF7 Integration with Salesforce **offers a smooth integration of both.** It is not at all complex. The admin can enter their Salesforce API credentials to integrate Contact Form 7 with their Salesforce accounts. The admin can select the type of environment of your Salesforce account. Integrate either by using your own app or directly via a global app to connect with your own Salesforce account. Enabling MWB CF7 Integration With Salesforce plugin creates a sub-menu in the name of Salesforce on the Contact Form. The admin can sign-up or log in to his Salesforce account and connect the CF7 and Salesforce A set of instructions are clearly mentioned on the backend for the admin to connect their Salesforce account with the Contact Form 7 plugin. **2)** **Easy CF7 Fields Association With Any Salesforce Module Fields** With MWB CF7 Integration With Salesforce, the admin can link **any Contact form 7 field to every available Salesforce module field.** Any module field like Contacts, Accounts, Leads, Quotes, Deals, and Sales integrates perfectly with this plugin. **3)** **Filter CF7 Submissions According To User Input** The admin can **filter the Contact form 7 submissions based on user input** using AND/OR logic. This logic will filter CF7 forms submissions and send it to Salesforce depending on user inputs. The MWB CF7 Integration With Salesforce plugin also makes wrong inputs by the user invalid, and in such a case, the plugin will not sync the invalid CF7 form entries to the Salesforce. **4)** **Detailed Log Of CF7 Submission Sent To Salesforce** The Salesforce CF7 integration plugin will provide **a detailed log of each Contact Form 7 entry** sent to Salesforce as per the response from Salesforce. Integrate your Contact Form 7 with Salesforce that comes with **logging of all the API interaction with Salesforce** for better error handling **5)** **Primary Key To Update Existing Entry Over Salesforce** Suppose an entry made by the user in the contact form submission already exists over Salesforce. In that case, the admin can update it with the help of the **“Primary key”** provided. In this way, it also becomes effortless to integrate Contact Form 7 with Salesforce Campaigns. **6)** **Error eMail Notification For Admin** MWB CF7 Integration With Salesforce plugin creates **Email notifications that are** sent to the admin if any input error occurs in the process of data, sending entries over to Salesforce. This way, the **admin gets notified of any slight error** in real-time. **7)** **Collect Case and Lead through Salesforce Web to Lead and Web to Case** Generate new cases with Web-to-Case. Quickly put up web forms to accept cases. Moreover, capture customer’s information to store as a new lead in Salesforce. If REST API is disabled for your Org (Salesforce Edition), or if you are not sure whether your org supports REST API or not, then you can authorize the plugin via web-to-lead / web-to-case [**Free Demo of MWB CF7 Integration With Salesforce**](https://demo.makewebbetter.com/get-personal-demo/mwb-cf7-integration-with-salesforce/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) Visit [**MWB CF7 Integration With Salesforce Documentation**](https://docs.makewebbetter.com/mwb-cf7-integration-salesforce-crm/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) and learn more about the features and working of the plugin. Check out [**CF7 Integration with Salesforce plugin Knowledge base**](https://support.makewebbetter.com/wordpress-plugins-knowledge-base/category/mwb-cf7-integration-salesforce-crm/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) == WHAT PREMIUM VERSION OF CF7 INTEGRATION WITH SALESFORCE OFFERS == * Salesforce Phone and Mobile Fields. * Upload attachments on Salesforce * Assign accounts to contacts in Salesforce * Add Salesforce entry note * Add a contact & lead to a salesforce campaign * Assign contacts to any object in salesforce * Sync data manually Over Salesforce * Save contact form submissions * Edit CF7 submissions * Export CF7 submissions as CSV * GDPR compliance settings == TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF CF7 INTEGRATION WITH SALESFORCE PLUGIN == > **NOTE :** Get [ **CF7 INTEGRATION WITH SALESFORCE** ](https://makewebbetter.com/product/cf7-integration-with-salesforce/?utm_source=mwb-salesforce-org&utm_medium=mwb-org&utm_campaign=salesforce-org) == LIVE DEMO OF PREMIUM VERSION == * [ **CF7 INTEGRATION WITH SALESFORCE** ](https://demo.makewebbetter.com/get-personal-demo/cf7-integration-with-salesforce-crm/?utm_source=mwb-salesforce-org&utm_medium=mwb-org&utm_campaign=salesforce-org) == All Contact form 7 plugin == **1)** [MWB CF7 Integration with Keap](https://wordpress.org/plugins/mwb-cf7-integration-with-keap/) **2)** [MWB CF7 Integration with Insightly](https://wordpress.org/plugins/mwb-cf7-integration-with-insightly/) **3)** [MWB CF7 Integration with ZOHO CRM](https://wordpress.org/plugins/mwb-cf7-integration-with-zoho-crm/) **4)** [MWB CF7 Integration with Google Sheets](https://wordpress.org/plugins/mwb-cf7-integration-with-google-sheets/) == SUPPORT == If you need support or have questions, kindly use our online chat window [**here**](https://makewebbetter.com/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) or connect with us then [**Generate a ticket**](https://makewebbetter.com/submit-query/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) If our documentation doesn't contain the solution to your problem, you can visit the [**MakeWebBetter Forums**](https://forums.makewebbetter.com/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) with your question. == Installation == = Automatic installation = Automatic installation is the easiest option as WordPress handles the file transfers itself and you don't need to leave your web browser. To do an automatic install of the plugin, log in to your WordPress dashboard, navigate to the Plugins menu, and click Add New. In the search field type **"MWB CF7 Integration with Salesforce "** and click Search Plugins. Once you've found our MWB CF7 Integration with Salesforce plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking **"Install Now"**. = Manual installation = The manual installation method involves downloading our MWB CF7 Integration with Salesforce and uploading it to your webserver via your favorite FTP application. The WordPress codex contains [**instructions on how to do this here**](https://wordpress.org/support/article/managing-plugins/#manual-plugin-installation). = Updating = Automatic updates should work like a charm; as always though, ensure you backup your site just in case. == Screenshots == 1. Add New Feed 2. Custom app Login 3. Logs 4. Map Fields 5. Primary field and conditional filter 6. Salesforce Data 7. Salesforce Dashboard 8. Salesforce Logs Tab 9. Settings == Frequently Asked Questions == = What is the basic purpose of using the MWB CF7 Integration with the Salesforce plugin? = The MWB CF7 Integration with Salesforce plugin sends all CF7 data submissions to Salesforce as per the form field mappings and classifies them on the basis of various objects and Salesforce modules assigned. = How to Authorize the Connection of Your Salesforce Accounts? = The admin needs to have the Salesforce account or can directly sign up using the link we have provided in our plugin in the Salesforce Account tab and then proceed with selecting between the Production and Sandbox Environment. Then enter the Consumer Key, Consumer Secret & Callback URL after generating it following the instruction shared in a plugin. The instructions can be seen by clicking the plus icon in the top right corner. = What is the use of the conditional statement that is there in the plugin while creating the new field? = Our plugin has a 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. = Can we filter Contact form 7 entries with this MWB CF7 Integration with Salesforce? = Yes, the CF7 Submissions filtering option is available according to the user inputs. Filtering contact forms will be made possible by Contact form 7 entries of AND / OR logic, sent to Salesforce based on user input. = Can we update the already existing entry over Salesforce? = Yes, the admin can update existing entries over Salesforce with the help of the “Primary key”. = If any problem arises with this CF7 Integration With Salesforce, then what do I do? = We are always available to help our customers anytime. Our support team works 24*7 for any issue related to our products and services. Just [**Contact us**](https://makewebbetter.com/contact-us/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) = My question is not listed = Please visit the MakeWebBetter [**knowledge base**](https://support.makewebbetter.com/wordpress-plugins-knowledge-base/category/mwb-cf7-integration-salesforce-crm/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) for more detailed [**documentation**](https://docs.makewebbetter.com/mwb-cf7-integration-salesforce-crm/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) and [**support**](https://makewebbetter.com/submit-query/?utm_source=MWB-salesforce-org&utm_medium=MWB-org-page&utm_campaign=MWB-salesforce-org) == Changelog == = 1.0.2 - Released on 20 October 2021 = * Update -> Improved UI * New -> Global app connection method * Improved -> Enhanced performance * Other -> Bug fixes and improvements * Other -> Compatible with latest WP ( v5.8.1 ) = 1.0.1 - Released on 15 June 2021 = * Improved : Updated UI ( Authorisation process ) * Improved : Design and Icons( Animate ) * Improved : Compatibility with latest WP( v5.8 ) * New : Compatibility with CF7 Integration with Salesforce ( Pro v1.0.0 ) * New : Integration method Web-to-Lead/Web-to-Case * Other : Improved performance and bug fixes. = 1.0.0 - Released on 09 July 2021 = * First version == Upgrade Notice == = 1.0.2 - Released on 20 October 2021 = * Update -> Improved UI * New -> Global app connection method * Improved -> Enhanced performance * Other -> Bug fixes and improvements * Other -> Compatible with latest WP ( v5.8.1 )