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Gravity Forms Salesforce Add-on
[resolved] Web-to-Lead and API (5 posts)

  1. MonkeyPress
    Member
    Posted 1 year ago #

    In the documentation for the plugin you talk about using an API add-on or a web-to-lead add-on. How do I choose, which add-on I'm going to use? Is there something else I have to install? Also, if I'm using the web-to-lead functionality, do I still need to provide login info even though that wouldn't be used for a web-to-lead call?

    http://wordpress.org/extend/plugins/gravity-forms-salesforce/

  2. Zack Katz
    Member
    Plugin Author

    Posted 1 year ago #

    Web to Lead only needs your Org ID. If you have API access, use the API version; it's much more powerful and easy to set up.

  3. MonkeyPress
    Member
    Posted 1 year ago #

    How do you choose, which version you use? Or does that happen automatically? Does the API version offer deduplication by checking whether a lead exists already?

  4. Zack Katz
    Member
    Plugin Author

    Posted 1 year ago #

    You install the plugin and activate the one you need. De-activate the other one.

    The API version runs a de-dupe based on email.

  5. MonkeyPress
    Member
    Posted 1 year ago #

    Ah perfect, I didn't even notice the two plugins that get installed. I only have my clients OrgID at the moment, though I'll work on getting a login for their API.

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