Search code examples
phpsalesforcemachform

Machform integration with Salesforce

What I want:

I have created a form in machform. Now I need to save this form data to my salesforce account somewhere (either as account or leades or contacts that's not the issue)

What I tried:

1. I tried to follow this tutorial:

https://www.machform.com/blog-mailchimp-integration/

And try to send data through Use Custom HTTP Headers but failed.

2. I tried to use Machform->settings->send data to another website to do integration with salesforce, but as I said I it failed.

3. I asked a question to forum also, but they didn't reply.

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

Note: there is no code data so I am unable to give any code.

Solution

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

    1. Go to your salesforce account->Setup

    2. In the left side bar click Customize->leads->Web-to-lead.

    3. Now click on "Create-Web-To-Lead-Form" button.Now you will see this window:

    enter image description here

    4. Now generate the form:-

    enter image description here

    5. When form generated leave that tab untouched. Don't click on any button there.:-

    enter image description here

    6. 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.

    7. Now time to go to the MachForm account and under your form click edit.:-

    enter image description here

    8. Now we have to add a hidden field with the unique identifier which we got from the "Web-To-Lead-Form":-

    enter image description here

    9. Add a hidden field into the form with the same name and value that you got from "Web-To-Lead-Form" and then save the form and click on the "I am finished" button on the pop-up:-

    enter image description here

    enter image description here

    10. Now click on the notification button of that form:-

    enter image description here

    11. Now check the check-box of "Send Form Data to Another Website":-

    enter image description here

    12. You will see a box is open under it. Now we will add things one by one

    13. Inside the Website URL add the URL you get from "Web-To-Lead-Form":-

    enter image description here

    14. Skip other things and now come to Parameters. Now the name field needs to be matched to the corresponding names of "Web-To-Lead-Form" so that it can match.

    First Name field == first_name.
Last Name field == last_name.

    15. Now to get the MatchForm data for the corresponding value click on the merge tag and select a particular tag. You will get its value, copy and paste it to the corresponding column.:-

    enter image description here

    16. After mapping all form field values Now click on save.:-

    enter image description here

    17. Now close the tab where you have the "Web-to-lead" form. Now we don't have any use of that. Remind that You have to close it not save it

    Now you can test your form and you will see that its data is saved to the "Leads section" inside "SalesForce".

    Thanks