Web-to-contact vs. Web-to-Lead

  • Resolved sammtlr

    (@sammtlr)


    8 years, 1 month ago

    Hi, I need to link a form on my wp site that connects to the contacts tab (as opposed to the leads tab) on my salesforce dashboard. Is this possible with this plugin?

    Thank you !

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  • Plugin Author Nick Ciske

    (@nickciske)

    This plugin uses the web-to-lead or web-to-case API, so it cannot create Contacts.

    You can set up workflows on the SF side to auto convert leads to contacts, or look at the SalesForce Gravity Form Add-On which can use the full SF API and may be able to create contacts directly, if your version of SF supports that.

    A Zapier add-on for a form plugin may also be an option.

    • This reply was modified 8 years, 1 month ago by Nick Ciske.
Viewing 1 replies (of 1 total)
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