Name: Everest Forms Salesforce 1.0.2
Brand: WordPress
SKU: 28387692501469
Price: 0.99 USD
Availability: InStock
Rating: 5 (22 reviews)

Auto Update Yes (1 Year)

Version 1.0.2 Update?

Updated On August 23, 2024

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(22 votes)

$0.99

The Salesforce integration in Everest Forms allows you to automatically send form submission data to your Salesforce CRM. This feature streamlines lead management by mapping form fields to Salesforce objects, ensuring that all relevant information is captured and organized within your CRM for efficient follow-up and customer relationship management.

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Description

Sales Page

Features of Everest Forms Salesforce

Seamless integration between Everest Forms and Salesforce, enabling smooth data transfer.
Ability to map form fields directly to Salesforce objects and fields for customized data collection.
Support for multiple Salesforce accounts, allowing users to manage various projects within a single platform.
Conditional logic to control when and how field data is sent to Salesforce based on user input.
Real-time data submission from forms directly to Salesforce, ensuring up-to-date information.
User-friendly interface that simplifies the setup process for connecting forms to Salesforce.
Automatically create or update Salesforce records based on new form submissions, streamlining workflow.
Full support for error handling, helping to identify and resolve issues during data submission.
Easy management of form settings and Salesforce configurations directly within the WordPress dashboard.
Secure transmission of data to maintain compliance with privacy regulations and protect sensitive information.