Gravity Forms Salesforce Add-on
Create new accounts and contacts from one form? (4 posts)

  1. WP Monkey
    Posted 3 years ago #

    We have a form (for a non-profit) where a person signs up as the main member of a household and then lists additional members. So we would want it to automatically import into SalesforceFoundation and create a household (account) and the associated contacts. Is this possible with your plugin? Or does it import one entity at a time (i.e. contact or lead only)?

    We also have a number of custom fields, a link to MailChimp, and payments via PayPal. So we would want to auto import than information as well, especially the payment status that GF is so good at handling.

    Thanks for the info!


  2. WP Monkey
    Posted 3 years ago #

    Pining for a response... are you guys still supporting this plugin?

  3. Zack Katz
    Plugin Author

    Posted 3 years ago #

    Yes, we are, but I can't answer everyone's questions!

    It's one person at a time I believe, so it wouldn't necessarily work regarding your question above.

  4. WP Monkey
    Posted 3 years ago #

    Thanks, but I'm not sure I understand your answer.

    We have a form that would need to create an account in Zoho, associated contact records (one to many), and an associated payment record. Is this something that your plugin can do?

    Or does it only create a single lead record at a time?

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