How to integration with Salesforce

MIPL CF7 CRM

1. Create a New App in Salesforce and Obtain Credentials

2. Obtain App Credentials

  • After successfully creating the app, you will receive the Client ID and Client Secret. These credentials are essential for the integration.

3. Salesforce Authorization Process

  • Enter the Client ID and Client Secret and save the post.

4. Grant Permissions for Salesforce Integration

  • Click on the ‘Grant Permission’ button.
  • You will be redirected to salesforce authorization page. Login to your salesforce account and approve the permissions to allow the integration.

5. After authentication select crm

6. Field Mapping

  • Required fields will automatically be displayed in the field mapping section.
  • Map the Contact Form 7 fields to the corresponding fields in Salesforce CRM (Contacts, Leads).

7. Test the CRM Integration

8. Submit the Contact Form and Store Lead Information.

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