Gravity Forms Salesforce

Description

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

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

Screenshots

  • Connecting Salesforce Account to Gravity Forms.
  • Mapping Salesforce fields.
  • Gravity Forms Salesforce crm logs.
  • Manually Send Gravity Forms entry to Salesforce crm.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get Customer's gclid, utm parameters , geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate salesforce with Gravity Forms

You can easily integrate salesforce with Gravity Forms. Simply install this free Salesforce wordpress Gravity Forms plugin, Connect salesforce account and map Gravity Forms fields to salesforce object(lead, account etc) fields.

Gravity Forms salesforce web to lead

if your organization does not has API access then simply use salesforce web to lead feature. Easily map Gravity Forms form fields to salesforce case or lead fields.

Gravity forms salesforce crm integration

create or update any object(contact, account, lead, case, opportunity, task, custom object etc) in salesforce crm when any user submits a contact form.

Which salesforce editions support API Access

Salesforce API access is enabled in following editions.

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition
Which salesforce editions support API (with payment)

You can purchase Salesforce API access in following editions.

  • Professional Edition
Which salesforce editions do not support API access

Following salesforce editions do not support API access.

  • Contact Edition
  • Group Edition
  • Spark Edition
Can i use salesforce custom fields

No, because Some features like Salesforce custom modules and phone number and custom fields fields are available only in Pro version.

Does this salesforce plugin supports date/time fields

Yes, date/time fields are supported in both API and web to lead.

Does this plugin support salesforce checkboxes and multiple select box

yes, gravity forms salesforce add-on supports both salesforce checkboxes and multiple select fields.

Can i use or assign object created or updated or found by one feed in other feed

yes, You can use ID of an object created or updated by one feed in other feed. For example, adding a contact to Opportunity.

Can i pass my custom value to a salesforce field

yes, You can map a form field to any salesforce object field. Similarly, you can map your custom value to a salesforce field.

What is the difference between free and pro version

Following features are not available in free version.

  • Salesforce custom fields and particularly phone number fields.
  • Assign ID of object created by one feed to other feed.
Can i use salesforce sandbox

Yes, as you connect your normal salesforce account similarly, you can connect your sandbox account. fields mapping is same for both normal and sandbox accounts.

Reviews

November 13, 2019
I was working with a company who was planning all this big picture CRM integration from my website that took 8 months and no results. After looking into it myself I found this gem of a plugin that did everything I was being charged $60k to do for one low fee. Once I implemented this it worked right out of the box. Im very glad to have found this plugin it took headaches away from my work and made life so much easier.
October 1, 2019
This plugin is AMAZING!! Exactly what we needed for our client (Financial Company). Makes the application process automated for Leads in Sales Force. And their support is OUTSTANDING!! Had an issue with renaming of Uploaded Files & they explained to me exactly what to do to make it work (including screenshots). I would highly recommend their plugin!!
September 14, 2019
This plugin easily integrates WordPress Gravity Forms with Salesforce. It's simple to set up, easy to use, and the customer service is quick and easy. For me, I accidentally bought the basic version, but I needed the PRO version. The plugin developer got back to me super quick and helped me upgrade in just a few minutes! Definitely worth it if you want leads to be delivered directly to Salesforce. 🙂
Read all 20 reviews

Contributors & Developers

“Gravity Forms Salesforce” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.1.2

  • added separate note title feature.
  • fixed file_get_contents function for files.
  • fixed “test connection” button
  • fixed “hidden connection notice” issue

1.1.1

  • fixed another “self::$order is undefined” error.

1.1.0

  • fixed “self::$order is undefined”.

1.0.9

  • added name and email as Primary key.
  • fixed entities issue in multi-picklist value.

1.0.8

  • fixed empty date issue.

1.0.7

  • fixed checkbox field in salesforce web2lead.
  • fixed date time field formats.
  • fixed filter options.

1.0.6

  • fixed empty gravity forms fields list.

1.0.5

  • fixed “Invalid options[object-object] in picklists”.

1.0.4

  • fixed “error while getting fields”.

1.0.3

  • added salesforce sandbox support.

1.0.0

  • Initial release.