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Version: 1.0.3
Everest Forms Sales Force
$4.59
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Everest Forms Sales Force
Everest Forms Sales Force Integration connects your WordPress forms directly to Salesforce CRM, automatically syncing form submissions as leads, contacts, or opportunities in real time. This powerful integration eliminates manual data entry and streamlines your sales pipeline.Key Features 1. Automated Lead Capture ✔ Form submissions → Salesforce leads/contacts (Instant sync) ✔ Duplicate detection (Prevents redundant entries) 2. Advanced Field Mapping ✔ Custom field matching (Map form fields to any Salesforce object) ✔ Conditional sync (Only send data meeting specific criteria) 3. Opportunity & Account Management ✔ Create Salesforce opportunities from form submissions ✔ Link to existing accounts/contacts 4. Campaign Tracking ✔ Assign submissions to Salesforce campaigns ✔ UTM parameter capture for marketing attribution 5. Two-Way Data Sync ✔ Prefill forms with Salesforce contact data (for logged-in users) ✔ Update existing records with new submission data 6. Error Handling & Logs ✔ Failed sync alerts with error details ✔ Comprehensive activity logs 7. Security & Compliance ✔ OAuth 2.0 authentication ✔ GDPR-compliant data handling
Why Use This Integration?
- Close deals faster with instant lead routing
- Improve data accuracy by eliminating manual entry
- Measure ROIÂ on form-based marketing campaigns
- Enrich Salesforce records with form responses
Use Case Examples
- Lead generation forms → Salesforce leads
- Demo requests → Salesforce opportunities
- Customer support forms → Case creation
- Event registrations → Campaign member tracking
⚡ Pro Tip: Trigger Salesforce Flows from form submissions for advanced automation!
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