Connector

Owned by Karl Tompson
Last updated: May 27, 2024
1 min read

Send2CRM Connector provides a flexible and fully functional forms integration. It also includes the base communications channel.

Website installation

Website installation involves adding a simple script with minimal configuration. The necessary snippet is generated within Salesforce ready to copy and paste. This includes basic identification of which forms to integrate, Send2CRM code does the rest.

Form mapping

Mapping of forms to Salesforce objects and fields occurs entirely within Salesforce.

  • Salesforce graphical user interface to guide the selection of objects and fields.

  • Create or update any standard or custom object.

  • Capture sample submissions to easily generate mappings.

Advanced functionality

Send2CRM offers options you don’t normally find in standard forms integrations, and provides a graphical interface to configure with point-and-click ease.

  • Multiple objects may be created or updated in a single submission.

  • Related objects may be created or updated in a single submission.

  • Optional filter conditions.

Extending with custom development

Send2CRM leverages the power of Salesforce development. Advanced validation hooks are provided.