Machform与Salesforce的集成

Question

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 am failed.

3. I asked a question to forum also, But they din't replied.

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.

Answer 1

After searching and working on it i got pretty simple solution (step-by-step 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:- https://prnt.sc/gtz6xw

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

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

1. 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.

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

1. 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

1. 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

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

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

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

2. Inside Website URL add the url you get from "Web-To-Lead-Form" :- https://prnt.sc/gv1bi7

1. 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.

2. 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

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

1. 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".

Thanks