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Nuevo9763 Gravity forms web-to-lead
We use Gravity Forms for web-to-lead generation. When a lead is converted to Opportunity, we need to enable the external user who created this lead to be able to track what happened with the lead/opportunnty that he created. Is it possible to read the opportunity object from Gravity forms?
Thanks,
MK7
Thanks,
MK7
I think you can map the lead status picklist.Please refer below link
https://success.salesforce.com/answers?id=90630000000gzjOAAQ
https://wordpress.org/plugins/gravity-forms-salesforce/faq/
Hope this helps you!
If this helps you, please mark it as solved.
Thanks and Regards
Sandhya
thanks for your response. I think I should explain a little better about the requirement. We have web-to-Lead implemented and working fine. When a Lead ic converted we craete Contact and Opportunity. From this point onwards the Lead object is no more visible and the status on the Opportunity created is being communicated to the person(registered on company portal), who provided the lead viz email at present. Now we also want to implement a feature wherein the registered user can see the progress on opportunity as it goes through different stages. One way of doing this is wrting an APEX Rest webservice and expose it to the portal client. What I was wondering was if Gravity form is able to read the Opportunity object fields as it's already integrated with Salesforce. Looks like it's not possible from Gravity Forms to read Opportunity object. I hope I made myself more clear now. Do you have any idea about this?
Thanks,
MK7
Understood but as I did not try for myself, I am not sure if that is possible to read opportunity from Gravity forms.You can try posting your question on Gravity forms if that can help you.
https://www.gravityhelp.com/forums/topic/salesforce-integration
Thanks and Regards
Sandhya