Using Salesforce Integration – Integrate Contact Form 7 to Salesforce

The Salesforce Integration from the Redirection for Contact Form 7 (available in the Enterprise plan) enables users to automatically integrate contact form submissions in Salesforce.

Salesforce App Settings

1. Log in to your Salesforce account.
2. Click on the gear icon in the top right corner and select "Open Advanced Setup".

3. Go to Apps > App Manager and click on the New Connected App button in the top right corner.

4. In the New Connected App screen, fill in all the required fields.

5. Check Enable OAuth Settings.
6. Under Callback URL, enter your website URL.
7. Under Selected OAuth Scopes, add Full access.
8. Make sure Request Secret for Web Server Flow is checked.
9. Save the app.
10. From the next screen, copy the Consumer Key and Consumer Secret. We will use them later in the Action settings in Redirection for Contact Form 7.

11. For the app, click on the Manage button.

12. Click on the Edit Policies button.

13. Under Permitted Users, select All users may self-authorize.
14. Under IP Relaxation, select Relax IP restrictions.
15. Click Save.

Note: If you are having trouble authenticating, make sure the Allow OAuth Username-Password Flows option is enabled.

Now you’re all done with the Salesforce configuration.

Action Settings Setup

In the form’s settings, under the Actions tab, click on the "Add Action" button and choose "Salesforce Integration".

Fill out all fields in the actions settings.

Username and password are your Salesforce login Credentials.

Click the Validate Connection button and wait a few seconds.

If everything is OK, you should see the available objects under the Object to Update dropdown.

Congratulations! Your form is integrated with Salesforce! You will be able to see all of the form submissions under Contacts in the Salesforce dashboard.