WP Gravity Forms Salesforce
Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. Learn more at crmperks.com. We also offer other connector for Pardot Gravity Forms Pardot Integration.
Gravity Forms salesforce Add-on Setup
- Go to Forms -> Settings -> salesforce then add new account.
- Go to Forms -> select any form -> Settings -> salesforce then create new feed.
- Map required salesforce fields to Gravity Forms form fields.
- Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.
- Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.
Connecting salesforce account
Connect any gravity forms form to salesforce account by safe and secure Oauth 2.0. Additionally, you can connect multiple salesforce accounts to Gravity Forms.
Map salesforce crm fields
Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.
Filter Gravity Forms Salesforce entries
Either send all entries to salesforce or send specific entries based on user input. For example , only send those form entries to salesforce which contanin work email address.
Manually sending entries to salesforce
You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce.
Gravity Forms Salesforce CRM logs
View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM , You can easily resend any entry to salesforce.
Send Data As salesforce object Notes
Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.
Create Or Update Contact in Salesforce
If a contact,lead,account or any object already exists in salesforce , update it otherwise create a new object in salesforce.
Premium Version Features.
Following features are available only in premium version. Gravity Forms Salesforce Add-on Pro.
- Salesforce Custom fields and particularly Phone fields fields.
- Upload attachments to “Files” section of Salesforce.
- Add Lead or Contact to a Campaign.
- Assign one Object to other object. for example Assigning an Account to Salesforce Contact.
- Assign Object(Contact, Lead etc) Owner in Salesforce.
- When any user submits a contact form, track gclid, utm parameters and geolocation.
- Lookup customer’s email or phone number using popular email and phone number lookup services.
- 20+ premium addons
Free Gravity forms Salesforce add-on
Easily integrate Gravity Forms to Salesforce with this free Gravity Forms Salesforce add-on. You can Create/Update a contact, account, case, Opportunity or Order in Salesforce crm when anyone submits a contact form on your site.
Want to send Gravity Forms entries to other crms
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Need Salesforce Plugin for Woocommerce ?
We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration
Gravity Forms Pardot Integration
We have a separate plugin for Pardot. Gravity Forms Pardot Integration
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.