Description:
Salesforce Integration is an extension for WP-Members, the WordPress membership plugin from RocketGeek. The extension operates with Salesforce Web-to-Lead. Rather than using the web form that Salesforce creates, it sends information from the WP-Members registration form so that the submission is processed as a Salesforce Web-to-Lead entry. Registrations made through WP-Members are therefore delivered to Salesforce.
Setup begins on the Salesforce side, since you will need to create a Web-to-Lead form there first. Once that form exists, you take the OID from it and use that OID to map your WP-Members fields to Salesforce fields. The web form that Salesforce generates is not placed on your site. Your existing WP-Members registration form is what visitors fill in.
The extension suits WP-Members users who want registration data passed into Salesforce as Web-to-Lead entries. It requires WordPress 6.0 or later. A purchase covers the Salesforce Integration extension, support for that extension, and one year of updates. If you need support for the WP-Members core plugin, the developer offers separate support options for that. The extension was last updated on October 4, 2022.
The vendor’s own page for Salesforce Integration has the full details.
Main Features of Salesforce Integration:
- Works with Salesforce Web-to-Lead.
- Uses the OID from a Salesforce Web-to-Lead form to map WP-Members fields to Salesforce fields.
- Processes WP-Members registration form submissions as Salesforce Web-to-Lead entries.
- Does not require using the web form that Salesforce creates.
- Includes extension support and one year of updates.
- Offered in license tiers for 1, 3, 5, or unlimited sites.
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 version stays on this update channel for the subscription year.
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