How to create a form that is sent to the email pulled from Salesforce

  • Resolved fvl1987

    (@fvl1987)


    4 years, 10 months ago

    I am trying to make a contact form that is sent to the contact pulled from Salesforce. Each contact has a specific page in the website that is automatically generated every time a new contact in Salesforce is created.

    The idea is to have a form on each of these pages that is sent automatically to the email pulled from Salesforce.

    Any ideas?

    The page I need help with: [log in to see the link]

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  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Well, this isn’t something this plugin can do by itself, but it shouldn’t be hard. Here’s how I would do it, if it were me:

    1. Create a fieldmap that maps the Salesforce contact to a WordPress object. A page, probably. This way a page would get created whenever there was a new contact.
    2. Make sure one of the fields on the fieldmap contained the email address. Probably some custom meta field.
    3. Use whatever plugin to make a contact form, and set that email value as the recipient address. I use Gravity Forms, but I know there are countless plugins for doing contact forms that work in countless different ways.

    I can’t offer more advice than that on here because it’s not part of this plugin’s functionality, but that’s how I would do it.

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