Wordpress CRM Integration

Connecting Wordpress to your CRM easily and effectively

Ninja Forms Salesforce Plugin

 

The Ninja Forms Salesforce extension enables you to create any new entry in your Salesforce account directly using Ninja Form's powerful and easy drag and drop form builder.

Leads, Contacts, Accounts, Campaigns, Opportunities, Cases, Notes, and Tasks are the most popular to create, but by no means an exhaustive list.

Browse the posts here to  get some insight, hints, and tutorials to help you get the most out of your Wordpress-to-Salesforce integration.

by

Salesforce Open Auth

Salesforce uses an authorization process commonly called Open Auth, or OAuth.  It takes a couple extra steps than you might be used to and it can be confusing to some.  If you find yourself One-of-the-Confused, don’t fret, here’s a quick explanation to hopefully clear things up for you.

OAuth lets you approve outside sources, like your Ninja Forms plugin, to access information inside your Salesforce account without having to store your Salesforce credentials in WordPress.  This is nice because if your WordPress site gets compromised, your Salesforce login credentials are safe from exposure.

Step by Step

  1. First, in Salesforce you create a Connected App. This tells Salesforce about the application ( Ninja Forms Salesforce) you plan to connect.
  2. Salesforce will give you two codes that identify your connected app.
  3. Next, in your Ninja Forms settings, save those two codes.
  4. Then click on a link that requests permission from Salesforce by directing you to Salesforce, where you’ll log in and approve the request.  NOTE that you are logging into Salesforce, NOT entering your credentials into WordPress.
  5. Salesforce redirects you to a URL with a super long authorization code as part of the URL; this authorization code is the initial approval code for access.  You’ll save this in your Ninja Forms settings.
  6. Finally, you’ll click on a link to create your access token – when you click this button, the plugin sends your connected app values along with that authorization code and Salesforce now knows that it can allow access by your website to your CRM account with your approval.

Yes, it does take four steps instead of one, but you only have to do it once for your website and protects you from having to  storing your precious passwords in WordPress.

More of an audio/visual learner?  Here’s a three-and-a-half minute video to walk you through the process.

 

by

Ninja Forms Salesforce New Release v3.0.6

The Ninja Forms Salesforce CRM extension has a new release out – version 3.0.6.  It includes a few formatting changes that allow you to send a wider selection of characters through your form.  In addition,those of you with large forms will notice a major improvement next time you edit your form.

The Challenge

I discovered that people using larger Salesforce objects and larger forms were stalling during saving. Thanks to your support tickets describing what you were seeing, I could easily find and make the improvement.

When I first wrote the Salesforce extension, I didn’t imagine how impressive some people’s integrations would be – more than just adding a new lead.  Multiple page forms that create contacts, accounts, resumes, and campaigns, to name a few.  All those modules started slowing things down, considering that Salesforce has hundreds of fields available.

The Fix

I found how to improve performance without sacrificing any of the features, and the results are what you’ll experience once you upload to v3.0.6.  In this version, whenever you save your form, the plugin will clear out the list of fields you aren’t using.  This simple step helps immensely and several customers have tried it out and reported back successfully.

Thanks so much to those of you who took the time to report the problem you saw and explained it in detail.  It helped me make improvements for a robust product I hope you can use for years to come.

by

Adding a Campaign to Salesforce

The upcoming v3.0.3 release of Ninja Forms‘ Salesforce added a new feature – the ability to assign Leads or Contacts to a Campaign.

Before going to your Ninja Forms dashboard, you’ll need to get the ID of the campaign from your Salesforce account.

Step by Step Instructions

In your Salesforce section of Ninja Forms settings, add CampaignMember as an object to retrieve

After saving and refreshing your object and field lists, you’ll have the CampaignMember fields available for field mapping, as shown in your field lists

You can see that you can link your campaign to either Lead or Contact.

Lastly, in your field map, add the Campaign ID to the Campaign ID field.

You don’t have to add anything else since the plugin will auto-magically add the Lead or Contact ID for you.