Gravity Forms Salesforce Add-on
Can you use this plugin to auto enter an account and assoc (1 post)

  1. WP Monkey
    Posted 3 years ago #

    We have a form (for a non-profit) where a person signs up as the main member of a household and then lists additional members. So we would want it to automatically import into SalesforceFoundation and create a household (account) and the associated contacts. Is this possible with your plugin? Or does it import one entity at a time (i.e. contact or lead only)?

    We also have a number of custom fields, a link to MailChimp, and payments via PayPal. So we would want to auto import than information as well, especially the payment status that GF is so good at handling.

    Thanks for the info!


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