How can i integrate Machform with SalesForce CRM

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How can i integrate Machform with SalesForce CRM

anant

Let me describe what i want;-

I have created a form in machform. Now i need to save this form data to my salesforce account somewhere.

I am unable to find out any tutorial regarding this. I tried to take help from mailchimp integration tutorial, but failed to save data.

Please guide me step-by-step how to do that.

What i have succeeded is only create a form with input-text+radio button+textarea and save it's value to machfrom itself as well as send all data to admin+registered user in mail.

I tried to use Machform->settings->send data to another website to do integration withsalesforce. But as i said i m failed.

Please guide me asap.

Thanks in advance.

anant

After searching and working on it i got pretty simple solution (step-by-step given below):-

Go to your salesforce account->Setup
In the left side bar click Customize->leads->Web-to-lead.
Now click on "Create-Web-To-Lead-Form" button.Now you will see this window:- https://prnt.sc/gtz6xw

Now generate the form:- https://prnt.sc/gtz8dc

when form generated leave that tab untouched.Don't click on any button there.:- https://prnt.sc/gv18as

We did this much only to get the unique id+url+fields name attribute through which we are going to save machForm form data to salesforce.

Now time to go to MachForm account and under you form click edit.:-https://prnt.sc/gtzapt

Now we have to add a hidden field with the unique identifier which we got from the "Web-To-Lead-Form":- https://prnt.sc/gv18rz

Add hidden filed into the form with the same name and value what you got from "Web-To-Lead-Form" and then save the form and click on "I am finished" button on the pop-up:- https://prnt.sc/gv19v7 And https://prnt.sc/gv1ab0

Now click on the notification button of that form:- https://prnt.sc/gtze8a

Now check the chec-box of "Send Form Data to Another Website":- https://prnt.sc/gv1awp

You wiil see a box is open under it. Now we will add things one-by-one
Inside Website URL add the url you get from "Web-To-Lead-Form" :- https://prnt.sc/gv1bi7

Skip other things and now come to Parameters. Now the name filed need to be matxh to corresponding names of "Web-To-Lead-Form" so that it can match.

First Name field== first_name. Last Name field == last_name.
Now to get machform data for corresponding value click on merge tag and select particular tag. Now you will get it's value, copy paste it to the corresponding column.:- https://prnt.sc/gtzws2

After mapping all form fileds values Now click on save.:-https://prnt.sc/gv1cqd

Now just simply close your tab in which you have "Web-to-lead" form.Now we don't have any use of that.Remind that You have to close it not to save it

Now you can test your form and you will see that it's data save to "Leads section" inside "salesforce" section.

Thanks

yuri

anant
I get an error
Error Sending Webhooks! Error Code: ()string(0) "" Error Sending Webhooks! Error Code: ()string(0) ""

what am I doing wrong?