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Gravity Forms Salesforce Add-on

This is the most powerful Salesforce integration available for WordPress.

  1. Upload plugin files to your plugins folder, or install using WordPress' built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
  4. Choose your Integration Method (API or Web-to-Lead)

API

  • Select API as your Integration Method
  • Click Save Settings.
  • Click the "Salesforce: API" menu in the current settings
  • Click the "Login with Salesforce" button
  • Log in to Salesforce.com
  • Click on the Forms > Salesforce menu link to create a feed
  • Follow the steps to create a feed

Web-to-Lead

  • Select Web-to-Lead as your Integration Method
  • Click Save Settings
  • Go to the Gravity Forms Forms page (the Forms menu)
  • Edit the form you want to connect with Salesforce
  • On the Edit Form page, under "Form Settings", click the "Salesforce: Web-to-Lead" link
  • Click the link to create a feed

If you are using the Web-To-Lead Add-on you must have Web-To-Lead enabled. Read how to enable Web-to-Lead on Salesforce.com.

Requires: 3.3 or higher
Compatible up to: 4.2.1
Last Updated: 2015-4-9
Active Installs: 4,000+

Ratings

4.7 out of 5 stars

Support

0 of 7 support threads in the last two months have been resolved.

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