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WordPress-to-lead for Salesforce CRM
Is it possible to add an Attachment? (9 posts)

  1. Kevin Getch
    Member
    Posted 1 year ago #

    Hello there,

    I'm just wondering if the functionality to add an Attachment is built in to this plugin?

    Thank you!

    http://wordpress.org/extend/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    Not at present, and likely not in the future (SalesForce's Web to Lead API doesn't support attachments).

    This plugin may be more what you need (Gravity Forms is a premium plugin, but well worth the expense):
    http://wordpress.org/extend/plugins/gravity-forms-salesforce/

  3. Kevin Getch
    Member
    Posted 1 year ago #

    Thanks Nick for the quick response and recommendation!

  4. remus69
    Member
    Posted 8 months ago #

    Hi Kevin,

    Did you try the Gravity Forms Salesforce Add-on? The functionality to add an attachment is built into this plugin?

    I just want to make sure before purchasing Gravity Forms.

    Thank you

  5. Nick Ciske
    Member
    Plugin Author

    Posted 8 months ago #

    @remus69,

    Gravity Forms could handle the upload to your site, and the url to the file could be stored in a custom text field at SalesForce. I'm not sure if the GF SF Addon would do that by default or if the data would have to be filtered before begin sent to SF (e.g. you might get an attachment id or an array of data by default) asking in the support forum for that plugin would be the best way to get an answer.

    I could look into handling this as a paid add-on, if there was enough interest, but I'm not sure it'll make it into the free plugin due to the complexity involved.

  6. Kevin Getch
    Member
    Posted 8 months ago #

    @remus69,

    It wasn't able to support it at the time. We ended up using http://www3.formassembly.com/ which worked well for our client.

    @Nick Ciske,
    It would be great if you added this option. We love Gravity Forms!

  7. remus69
    Member
    Posted 8 months ago #

    Thank you for your answers!

    FYI, I asked the support forum for the Gravity Forms Salesforce Add-on here : http://wordpress.org/support/topic/attachments-11?replies=1

  8. remus69
    Member
    Posted 8 months ago #

    @Nick

    When I received the mail of the lead, it works because I have the URL of the file which is stored on the website server. But on Salesforce, I don't have the URL.

    So, do you know if there is a tutorial to know how to stored the URL of the file in a text field?

    Thanks

    P.S : sorry for my English, but I'm French :)

  9. Nick Ciske
    Member
    Plugin Author

    Posted 8 months ago #

    Sorry, I can only provide support for my plugin here.

    You could ask in the forum for the GF->SF plugin or hire me to help you out at http://ThoughtRefinery.com/

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