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WordPress-to-lead for Salesforce CRM
WordPress to Salesforce Plugin (At your own risk) (11 posts)

  1. pmagony
    Member
    Posted 3 years ago #

    Although, the plug-in works out of the box, I would recommend not using it and giving it a poor rating.

    There is nothing worst than a plug-in that is not supported.

    My 2 cents.

  2. Eric H
    Member
    Posted 3 years ago #

    I would second this thought. I posted a question here about adding custom fields, a must-have for any SF integration, and that was six months ago. Not a peep since.

    It's frustrating because this solution is quite badly needed, and it's just about there as it stands.

  3. tristanknowles
    Member
    Posted 3 years ago #

    What did you do about custom fields eheller?

    We need this too and I was about to post a message about adding a custom field (country) before I saw your post :)

  4. jenrasmussen
    Member
    Posted 3 years ago #

    additional information can also be found here:
    http://sites.force.com/blogs/ideaView?id=08730000000HNNhAAO
    http://bub.blicio.us/wordpress-to-lead/

    This would be a great plugin (and I was able to get it to work easily) if an email send to recipient could be added.

  5. jenrasmussen
    Member
    Posted 3 years ago #

    i am looking for something similar to this where i can also add code to add the record to our internal database and send an email ...has anyone found other simple solutions?

  6. pmagony
    Member
    Posted 3 years ago #

    I've since stopped using this plug-in... it's just too vanilla for real world scenarios.

    SalesForce simply requires that special fields exist and that they be named to match the web-to-lead fields in your SF account.

    If you can match these up, then you essentially build the form manually yourself and dump it into a WP page. At least that is what I did.

    To insert the data into a database, you would need to add an INSERT SQL statement in the language of your choice (PHP, ASP, etc) prior to the form SUBMIT function being executed.

    Again, you need to get back to form basics and you can get this all done yourself without having to use a plugin.

  7. jenrasmussen
    Member
    Posted 3 years ago #

    thanks for the advice, i am able to implement using the SF code but am having trouble doing it with AJAX without using the plugin :/

  8. pmagony
    Member
    Posted 3 years ago #

    No prob... i think your needs fall well outside of the scope of this thread. You should try experts-exchange.com for support on AJAX for forms.

  9. drewmeyers
    Member
    Posted 3 years ago #

    Does the web to lead embed code not work within wordpress?

  10. jenrasmussen
    Member
    Posted 3 years ago #

    hi drew, i ended up not using this plugin but was able to find a solution. here's what i am doing in php 5 with curl enabled.

    i have an email signup form link in the footer of my wp install which initiates a signup popup form. successful completion of the form goes to a signup-exec.php file which does the following...

    if my information is successfully submitted to my internal db (or any other requirement) i.e. the $checkresult variable ...then

    <?
    		if ($checkresult == 1) { 
    
    //bundle the request and send it to Salesforce.com
    $req  = "&lead_source=". urlencode($_REQUEST["lead_source"]);
    $req .= "&first_name=" . urlencode($_REQUEST["first_name"]);
    $req .= "&last_name=" . urlencode($_REQUEST["last_name"]);
    $req .= "&title=" . urlencode($_REQUEST["title"]);
    $req .= "&company=" . urlencode($_REQUEST["company"]);
    $req .= "&email=" . urlencode($_REQUEST["email"]);
    $req .= "&phone=" . urlencode($_REQUEST["phone"]);
    $req .= "&00N60000002296E=" . urlencode($_REQUEST["00N60000002296E"]);
    $req .= "&00N600000022rBm=" . urlencode($_REQUEST["00N60000002296E"]);
    $req .= "&00N600000022rBr=" . urlencode($_REQUEST["00N60000002296E"]);
    $req .= "&00N600000025OP3=" . urlencode($_REQUEST["00N600000025OP3"]); //preferred method
    $req .= "&00N600000025OP8=" . urlencode($_REQUEST["00N600000025OP8"]); //preferred time
    $req .= "&00N600000025OPI=" . urlencode($_REQUEST["00N600000025OPI"]); //comments
    $req .= "&street=" . urlencode($_REQUEST["street"]);
    $req .= "&city=" . urlencode($_REQUEST["city"]);
    $req .= "&state=" . urlencode($_REQUEST["state"]);
    $req .= "&zip=" . urlencode($_REQUEST["zip"]);
    $req .= "&00N600000022qs8=" . urlencode($productInterests);
    $req .= "&00N600000022rC1=" . urlencode($productInterests);
    $req .= "&oid=" . urlencode("your-sf-org-id");
    $req .= "&retURL=" . urlencode("your-url/your-thankyou-page.php?id=$id");
    $req .= "&debug=" . urlencode("0");
    $req .= "&debugEmail=" . urlencode(your-debug-email-address");
    
    $header  = "POST /servlet/servlet.WebToLead?encoding=UTF-8 HTTP/1.0\r\n";
    $header .= "Content-Type: application/x-www-form-urlencoded\r\n";
    $header .= "Host: www.salesforce.com\r\n";
    $header .= "Content-Length: " . strlen($req) . "\r\n\r\n";
    $fp = fsockopen ('www.salesforce.com', 80, $errno, $errstr, 30);
    
    if (!$fp) {
    echo "No connection made";
    }
    else {
    fputs ($fp, $header . $req);
    while (!feof($fp)) {
    $res = fgets ($fp, 1024);
    echo '<span style="color:#fff">' . $res . '</span>';
    }
    if($res != '') {
    //your instructions for what to do after the lead is entered into sf i.e. send an email....
    }
    fclose($fp);
    	}
    	}

    please note the fields with numeric ids are custom lead fields that have been setup for our SF, so they are not required, however, i wanted to provide you the format in the case you are using custom fields. also please note carefully which fields you would need to update to match your specifications. all urlencode variables must match the form input name/id.

    hope that helps :D

  11. Zack Katz
    Member
    Posted 2 years ago #

    @jenrasmussen, I found that the API Field Name works for posting data to Salesforce, so instead of 00N600000022rC1 you could use something like ProductInterests_c or however it shows up in Salesforce.

    I also wanted to let you know that while this plugin doesn't support custom fields out of the box, my Gravity Forms Salesforce Add-on does. Check it out - it will also be great for those users who want captchas and better spam protection (Gravity Forms has honeypot fields, for example).

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