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Integration of Caldera Forms and Salesforce

Integration of Caldera Forms and Salesforce

This project was last updated November 7, 2023 byCloodo

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About Up Integration of Caldera Forms and Salesforce

Project Profile: Integration of Caldera Forms and Salesforce

The Integration of Caldera Forms and Salesforce is a plugin that allows users to seamlessly sync data from their Caldera forms to their Salesforce CRM. This powerful integration streamlines the data collection process and ensures that all form submissions are automatically transferred to the Salesforce database.

Who Should Use?

This integration is ideal for businesses and organizations that utilize Caldera forms on their WordPress websites and want to seamlessly transfer form data to their Salesforce CRM. It is especially beneficial for sales and marketing teams, as it eliminates the need for manual data entry and ensures that all leads and contacts are efficiently captured and recorded in Salesforce.

Why Should You Use?

By integrating Caldera Forms with Salesforce, users can save valuable time and resources by automating the data transfer process. This eliminates the risk of human error and ensures that all form submissions are accurately recorded in Salesforce. The integration also provides a seamless user experience, allowing visitors to submit their information through Caldera forms without any additional steps.

How Does it Work?

The integration of Caldera Forms and Salesforce works by adding a new Salesforce Processor to Caldera forms. Once the integration is set up, every time a form is submitted, the plugin automatically syncs the data to the user's Salesforce CRM. This data includes all form fields and can be customized to match the Salesforce database structure.

Users have the option to choose between Sandbox and Production mode, allowing them to test and configure the integration before going live. The integration also supports custom mapping, enabling users to map Caldera form fields to the corresponding Salesforce fields.

Key Features

  • Easy integration of Caldera Forms with Salesforce
  • Automatic
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November 7, 2023

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