@4stardad –
Thanks for using Caldera Forms. Right now there is no SalesForce integration. I’d love to see one if someone made one.
If you are comfortable with PHP development, you could probably set up your own using our free Run Action add-on like in this article: https://whoischris.com/import-leads-wordpress-insightly-caldera-forms-insight-ly-api-v2-2/
Thanks Josh. Unfortunately that’s beyond my (very) limited web authoring skills. Hence my post to the much more capable user community. Salesforce makes an easy-to-use Web To Lead tool which generates a simple form with some basic header code to identify where to send the data upon a post. What I haven’t been able to determine is how to get the data from the beautiful Caldera fields into the basic salesforce fields via some preprocessor. Or, short of that, sending the header code and then the data from Caldera directly. Here’s a sample of that code with just 3 fields (First, Last & Email). For someone with knowledge of Caldera, I have to believe it would be simple to create a preprocessor under something like Run Action to accomplish this. Or, perhaps modifying Caldera to allow someone to enter their Salesforce ID and map some common fields. Again, beyond my skillset (I’m a sales guy and have no formal training) but I have to believe there are other users out there who would benefit from Salesforce integration. Thanks again!
<!– ———————————————————————- –>
<!– NOTE: Please add the following <META> element to your page <HEAD>. –>
<!– ———————————————————————- –>
<META HTTP-EQUIV=”Content-type” CONTENT=”text/html; charset=UTF-8″>
<!– ———————————————————————- –>
<!– NOTE: Please add the following <FORM> element to your page. –>
<!– ———————————————————————- –>
<form action=”https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8″ method=”POST”>
<input type=hidden name=”oid” value=”salesforceID”>
<input type=hidden name=”retURL” value=”http://my-thank-you-page”>
<label for=”first_name”>First Name</label><input id=”first_name” maxlength=”40″ name=”first_name” size=”20″ type=”text” /><br>
<label for=”last_name”>Last Name</label><input id=”last_name” maxlength=”80″ name=”last_name” size=”20″ type=”text” /><br>
<label for=”email”>Email</label><input id=”email” maxlength=”80″ name=”email” size=”20″ type=”text” /><br>
<input type=”submit” name=”submit”>
</form>
Josh –
Thanks for pointing me to the Insightly post! Between that and a post I found at http://nanostuffs.com/Blog/?p=188, I was able to cobble together my own plugin and pass all of the fields in Caldera to Salesforce. It works (and fairly simple)!
Thanks again!
