Integrate Salesforce with Gravity Forms

Salesforce?

Salesforce is a cloud-based customer relationship management (CRM. applications. It is used by organizations to improve the efficiency of their customer interactions and help them close more deals. Salesforce provides a platform for the customer relationship management of enterprise companies. It helps a company to manage its customers, leads, opportunities, cases, and all other aspects of a business by providing a single integrated package of software.

It was founded by Marc Benioff in February 1999. Salesforce is headquartered in San Francisco, California. It has offices in Europe, Asia-Pacific, India, Israel, Brazil, Japan, and Australia. Salesforce has more than 60,000 customers in 190 countries. Some of the notable customers are BMW, Coca-Cpa, GEICO, HP, IBM, Mercedes Benz etc.

Gravity Forms?

Gravity forms is a WordPress plugin that allows you to create customizable forms for your WordPress website. It is one of the most popular plugins available on WordPress. It has over 1 million active installations. It has more than 2.4 million downloads. Gravity Forms integrates seamlessly with WordPress so you can easily create, embed or share contact forms anywhere on your site. You can also use Gravity Forms with other platforms like Joomla, Drupal and Tumblr. The Gravity Forms Marketplace has hundreds of free and premium extensions to add functionality to Gravity Forms.

Integration of Salesforce and Gravity Forms

Integrating Salesforce and Gravity Forms is easy. You just need to install Gravity Form for Salesforce plugin to connect Gravity Form with Salesforce. Gravity Form for Salesforce will let you create forms in Gravity Form and then save them to Salesforce accounts. It will also update your contact records when you make changes to your form entries. There are other integrations as well like Appy Pie Connect integration which lets you connect multiple apps at once without writing any code or connecting to each individually.

Benefits of Integrating Salesforce and Gravity Forms

You could enjoy several benefits by integrating Salesforce and Gravity Forms. Some of them are listed below:

You can integrate Gravity Forms with your existing Salesforce account through the plugin mentioned above without having to modify any code or creating custom code for it. Create form entries directly in Salesforce with Gravity Forms. You can automatically accept submissions from Gravity Forms into your Salesforce account. Create multiple forms in Gravity Forms which you can automatically use in Salesforce through the same integration plugin mentioned above. You can schedule form entries to be sent to your Opportunity records automatically based on the form entry’s date field value or other conditions using “Form Submissions” object in Salesforce. Create multiple forms in Gravity Forms which you can automatically use in Salesforce through the same integration plugin mentioned above. You could get notifications about the new submissions that come into your Opportunity records from Gravity Forms into your Salesforce account. You can also get details about how many submissions were created and how many users clicked on the link for submitting the information to your account in Salesforce directly from the plugin’s dashboard. You can customize your forms with built-in validation rules and display data from any field in Salesforce in your form using built-in rendering options with Gravity Forms. You can customize your forms with built-in validation rules and display data from any field in Salesforce in your form using built-in rendering options with Gravity Forms. You can create multiple forms which you can automatically use in Salesforce through the same integration plugin mentioned above. You can use this feature to send submissions from different forms in different campaigns and compare results and data across these campaigns and funnel them into a single view in Salesforce account. You can set up automated fplow-up tasks for form entries using rules and workflows in Salesforce account after they have been created by sending them to an opportunity record using the integration plugin mentioned above.

Benefits of Integration of Salesforce and Gravity Forms

There are several benefits of integrating salesforce and gravity forms such as:

The process to integrate Salesforce and Gravity Forms 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.