Everest Forms Salesforce GPL v1.0.2

Everest Forms Salesforce GPL Overview

The Everest Forms Salesforce addon enables seamless integration between your WordPress forms and Salesforce CRM. By connecting your forms with Salesforce, you can automatically collect and send new leads directly to your Salesforce account. This integration helps streamline your lead management process, ensuring that all form submissions are instantly captured and organized within your CRM.

Key Features of Everest Forms Salesforce GPL:

1. Automatic Lead Capture:
   • When a user submits a form on your WordPress site, their details are automatically sent to your Salesforce CRM, saving you time and ensuring that no lead is missed.
2. Field Mapping:
   • You can easily map your form fields to corresponding Salesforce fields, including custom fields. This allows you to capture the exact data you need and ensure it is stored correctly in your CRM.
3. Multiple Salesforce Accounts:
   • The addon supports connecting multiple Salesforce accounts to Everest Forms. This is especially useful if you manage several Salesforce accounts or work with different teams, allowing you to distribute leads across various accounts.
4. Access Code Integration:
   • To connect Everest Forms with Salesforce, you can generate an access code within your Salesforce account. This code is used to authenticate and link the form submissions to your CRM, ensuring secure data transfer.
5. Customizable Lead Information:
   • You can configure which Salesforce fields to populate with the data from your form submissions. This flexibility ensures that you can capture all the necessary lead details and keep your CRM organized.

Benefits of Using Everest Forms Salesforce GPL:

• Streamlined Lead Management:
  • Automatically capturing leads from your forms and sending them to Salesforce helps you stay organized and eliminates the need for manual data entry. This reduces the chances of errors and ensures that all leads are promptly followed up.
• Improved Workflow Efficiency:
  • By connecting your forms with Salesforce, you can automate lead capture and management, freeing up your time to focus on other important tasks. This integration ensures that your CRM is always up-to-date with the latest form submissions.
• Customizable Data Capture:
  • The ability to map form fields to specific Salesforce fields gives you control over the data you capture. You can ensure that each lead is categorized and stored according to your needs, making it easier to track and manage leads effectively.
• Multiple Account Support:
  • If you work with multiple Salesforce accounts, this addon makes it easy to connect and manage them all from within Everest Forms. You can assign different form submissions to the appropriate Salesforce account based on your needs.
• Secure and Reliable Integration:
  • The access code integration ensures that your connection to Salesforce is secure, so you can trust that your lead data is being transferred safely and accurately.

Conclusion:

The Everest Forms Salesforce GPL addon is a powerful tool for businesses looking to automate their lead capture process and integrate their WordPress forms with Salesforce CRM. With features like field mapping, multiple account support, and secure integration, this addon ensures that your leads are automatically sent to Salesforce, saving you time and improving your workflow. Whether you’re managing one Salesforce account or multiple, this integration makes it easier to collect, organize, and track leads for better business results.