How do I connect my forms with Salesforce?

Greyd.Forms enables you to connect your CRM with just a few clicks. This short tutorial shows you how to connect a form with Salesforce. Hi, this is Sandra from GREYD. GREYD.Forms is a WordPress form generator that is natively integrated in GREYD.SUITE. It makes it very easy to create and manage professional forms. And it also has a native interface to Salesforce. In this video I’d like to show you how easy it is to connect your forms with your Salesforce account. At first you need to deposit your Salesforce organization ID. Therefore open the form settings and scroll down to the bottom, where you can enter your Salesforce organization ID and then save your changes.

Now open the form which you want to connect with Salesforce.

Scroll down to the settings and open the tab “interfaces”. Then hook the checkbox where it says “generate leads”. Next you can assign your form field to your Salesforce fields one after each other with the plus symbol. Custom fields can also be connected after the same principle.

You can also submit meta information to Salesforce, the lead source as well as an individual description. As soon as you now save your changes, form entries will automatically be sent to Salesforce.

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