sbazzi
Forum Replies Created
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i understand.
thank you
Forum: Plugins
In reply to: [WP Gravity Forms Salesforce] Skipping the Lead Object?@ranmichael we will get back to you about this soon.
Forum: Plugins
In reply to: [WP Gravity Forms Salesforce] Skipping the Lead Object?Hey @ranmichael,
I hope all is well, below are some replies:
1. Can we skip the Lead creation – and create Contacts instead?
> Yes, Just select the proper object.
(the information posted checks if there is a Contact with this email – and updates it if so, or creates a new Contact if email not found on Contacts?
> Yes, we have a feature which will check for the primary key.
2. What would be the correct way to set this up? Any documentation?
> Yes, You can set this up using the Primary Key.
3. Assuming #1 is possible, the idea is to use a specific Contact Type to indicate those came from the Gravity form.
> Sure, you can pull any object you want from Salesforce.
how would we set the Contact Type? e.g. Contact Type = Gravity
Is that just a hidden field to post with the form?
> You need to pull the objects from Salesforce.
> You can create rules based on hidden fields if you would like.
-Sam
Hey @dansig71,
I really appreciate the feedback. We will run it through a spell check.
Feel free to let us know if you have any additional questions and or comments,
Thank You – Sam
one of our team members will get back to you shortly.
for a faster response, you can go to crmperks.com and open a ticket.
thank you – sam
Forum: Reviews
In reply to: [WP Gravity Forms Keap/Infusionsoft] Charges for what competitors do for freei understand. i hope that the forums can one day be used for constructive feedback and to better help other users and developers of plugins who pour their hearts and souls to build this awesome community. i really hope so.
Forum: Reviews
In reply to: [WP Gravity Forms Keap/Infusionsoft] Charges for what competitors do for freei am sorry to hear about your experience, we have worked on this plugin for 2+ years, we have included all of the basic functionality out of the box which you should be able to use free of charge. we do our best to support the product for “free” of charge on these forums and through our website. we are a startup and strive to make sure that each and every one of our customers are 1000% happy. we offer an upgrade to those who are interested in additional functionality. please remember we have expenses, we have a team, we have to pay for all of this. personally, i do not feel that this has anything to do with the product itself.
please feel free to reach out and let me know anything you need, we are always here.
thank you – sam
Forum: Plugins
In reply to: [WP Gravity Forms Salesforce] Gravity Forms API & Sales Forcethank you for the message, we do offer free support, can you go to our website at https://www.crmperks.com and fill out the support form, we usually get back to those really fast.
thank you – sam
do you have the Pro version of our plugin?
we have an add-on for marketing data,
please enable that add-on which will automatically pass that data to the CRM.
thank you – sam
@walterkeener3 we are looking in to this. thank you for reporting.
@nitinnain what can we do to help with this review?
@quickpics we are looking in to this now.