Gravity Forms Salesforce Add-On

When form responses need to be entered into Salesforce, manual data handling can add extra work. This plugin sends Gravity Forms submissions to Salesforce and can create or update records such as Leads, Contacts, and Accounts. It gives WordPress site owners a way to connect form data with their CRM record workflow.

Map Gravity Forms fields to Salesforce fields to choose which information is sent. Duplicate record handling helps manage existing records, while conditional logic lets you set rules for when form data goes to Salesforce. The plugin also includes submission logs and error handling to help review activity and troubleshoot integration issues.

Features

• Create or update records: Send form submissions to Salesforce to create or update records, including Leads, Contacts, and Accounts.
• Map form fields: Connect Gravity Forms fields with Salesforce fields so submitted information is assigned to the relevant record fields.
• Handle duplicate records: Use duplicate record handling to manage matching Salesforce records when form submissions are processed.
• Apply conditional logic: Set conditions that determine when form data is sent to Salesforce, giving you control over the submission workflow.
• Work with Salesforce objects: Configure the integration for Salesforce object types to fit the records your organization manages.
• Review logs and errors: Check submission history and integration logs to investigate errors and review activity between Gravity Forms and Salesforce.

Best for

• WordPress sites collecting prospective customer details
• Businesses managing Salesforce Leads and Contacts
• Teams routing Gravity Forms submissions into Salesforce