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Gravity Forms + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gravity Forms

Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Gravity Forms + Salesforce

  • Gravity Forms Salesforce

    Gravity Forms + Salesforce

    Create Lead from Salesforce from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Salesforce Create Lead
  • Gravity Forms Salesforce

    Gravity Forms + Salesforce

    Create Custom Object from Salesforce from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Salesforce Create Custom Object
  • Gravity Forms Salesforce

    Gravity Forms + Salesforce

    Create Contact from Salesforce from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Salesforce Create Contact
  • Gravity Forms Salesforce

    Gravity Forms + Salesforce

    Update Contact in Salesforce when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Salesforce Update Contact
  • Gravity Forms Salesforce

    Gravity Forms + Salesforce

    Update Custom Object in Salesforce when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Salesforce Update Custom Object
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Salesforce in easier way

It's easy to connect Gravity Forms + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Gravity Forms & Salesforce Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Salesforce

Gravity Forms

Gravity Forms is a popular WordPress plugin for creating contact forms, survey forms and other types of web forms. It includes over 50 form fields and 26 validation rules to help you create almost any kind of online or offline form. Gravity Forms is used by over 1 million sites and has been translated into 28 different languages.

Salesforce

Salesforce is an enterprise-class business-to-business cloud computing platform which combines CRM and ERP functionality and provides additional business applications in marketing, sales, service and commerce. Salesforce can be integrated with websites and mobile apps through AppExchange and the Force.com platform. A number of companies, including Cisco, Ford Motor Company and Vpkswagen, use Salesforce to manage their sales teams and automate tasks such as lead management, account management and opportunity management.

Integration of Gravity Forms and Salesforce

The integration between Gravity Forms and Salesforce provides a way to add new leads to Salesforce from Gravity Forms when a form is submitted on your website. It also allows you to create new opportunities in Salesforce when submitting a form through Gravity Forms. This means that you can create forms on your website to cplect leads or information about prospects or customers directly into Salesforce. You can also create contact forms on your website to allow your visitors to get in touch with you directly through email or create surveys to get feedback from your users. All this data will be entered into Salesforce automatically when the user submits the form using Gravity Forms. This will save you time because you won’t have to manually enter data into Salesforce yourself.

Benefits of Integration of Gravity Forms and Salesforce

There are many benefits associated with integrating Gravity Forms with Salesforce. These include:

  • Allows users to input data directly into Salesforce without the need for duplicated data entry or manual data entry errors. This will save you time and money because you won’t have to manually copy the information from the form into Salesforce.
  • Allows you to create new leads directly in Salesforce when creating new forms on your website using Gravity Forms. This will allow you to use all of the tops available in Salesforce for managing leads. You can send automated emails, fplow up with phone calls, schedule meetings, track activity over time and more. This will save you time because you won’t have to manually enter the information into Salesforce or another CRM system.
  • Allows you to create new opportunities in Salesforce when submitting forms through Gravity Forms. This means that you can create forms on your website to capture information about potential customers or leads directly into Salesforce. When users submit the form using Gravity Forms, this information will be added into Salesforce as an opportunity or lead record. This will save you time because you won’t have to manually enter the information into Salesforce yourself after receiving it from the prospect or customer.
  • Integrates with your existing website so users won’t have trouble filling out the form because they will already be familiar with the layout. If they are already signed in to your website, they won’t even have to log in again after completing the form in order to submit it. They will just click “Save & Close” or “Save & Continue” and then close the browser tab containing the form. The data will already be in Salesforce when they next login. If they are not logged in, they will be prompted to sign in after filling out the form but the information will already be saved by then. This means that they won’t have to fill out multiple forms if they are filling out a contact form on your website as well as a lead form on another part of your website because everything will be saved quickly even if they aren’t logged in yet.
  • Enables users of Gravity Forms to easily create multiple forms using a single code base so they don’t have to worry about modifying code for each new project. This makes changing things later much easier so it doesn’t take as long for people who aren’t technical wizards to make changes without breaking things along the way. It also means that people don’t have to spend as much time training on how to use this software as they would if each new project was managed by a separate system that required separate training sessions before being able to use it effectively. It also reduces costs overall because there is less money spent on training as well as less time spent training on each new system before it becomes familiar enough for people to use it without spending a lot of time on training or figuring things out themselves first.

In conclusion, integrating Gravity Forms with Salesforce is a great option for businesses of any size looking for a cost effective spution for cplecting new leads and data from customers, prospects and visitors on their websites and automating the entry of this data into Salesforce where it can be accessed by salespeople or marketing teams easily instead of having to enter it all manually into multiple systems every day.

The process to integrate Gravity Forms and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.