EffectIO Everest Forms - Salesforce 1.0.2

Description:

Everest Forms Salesforce is an addon that connects the Everest Forms plugin with Salesforce CRM. It lets WordPress site owners send form submission data to Salesforce so that new leads are collected automatically. Everest Forms itself is a drag and drop form builder for WordPress, used to create contact forms, order forms, payment forms, surveys, and more.

You can map form fields and select the Salesforce fields that receive your data. Multiple Salesforce accounts can be connected by generating an access code and associating it with an account nickname, consumer key, and secret. You can also select the list where submission data should be sent. Conditional logic is supported, so form data is only passed to Salesforce when the conditions you set are met.

This addon suits WordPress users who already build forms with Everest Forms and want their submissions to flow into Salesforce. It is aimed at site owners who capture inquiries, support requests, and leads through their forms and want that data handled inside Salesforce CRM. Documentation and a changelog are available for the addon.

The vendor’s own page for Everest Forms – Salesforce has the full details.

Main Features of Everest Forms – Salesforce:

• Connect Everest Forms with Salesforce CRM to collect new leads automatically
• Add multiple Salesforce connections using an access code, account nickname, consumer key, and secret
• Select any list where form submission data should be sent
• Enable conditional logic so data is sent only when set conditions are met
• Map form fields and select various Salesforce fields
• Available on the Everest Forms premium plan

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.0.2 version stays on this update channel for the subscription year.