Cannot See Form Integration Option- Brizy WP PRO

Vivian Richards

• February 27, 2022 19:42

The form integration option is missing for form integration with SF, MC and others.

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  KC George

  • February 28, 2022 03:17
  • Edited

  Hi Vivian

  Brizy does not integrate directly with Salesforce. However you can integrate a Brizy Contact Form with Salesforce through Zapier. 

  

  To setup the Salesforce integration though Zapier, follow the procedure in this page https://support.brizy.io/hc/en-us/articles/360044066291-Zapier.

  There are three parts to the procedure.

  1. In Part 1, you setup a webhoks with zapier and link it to the Brizy form.
  2. In Part II, you test the Brizy form integration with Zapier webhooks.
  3. In Part III instead of selecting Mailchimp, select Salesforce. You need to select the right action in Salesforce. Your action could be something like this 

  

  To setup Webhooks and Salesforce integration you need to signup with one of the paid plans of Zapier.

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