Complete Guide to Gravity Forms Salesforce Integration

As an online business owner, there are plenty of ways that you can benefit from Gravity Forms Salesforce integration. For starters, you can use it to automatically send form entries directly into Salesforce to sync contact data. This gives you the ability to automate sales activity in Salesforce.

Automating these processes can benefit your business in many ways. For example:

• Increase contacts and expand your lists.
• Better overall organization for your business.
• Save time and get more potential sales.
• Use Gravity Perks to get more information about each contact.

However, to successfully implement a Gravity Forms Salesforce integration, you’ll need to use a third-party app, like Zapier or Automate.io.

In this complete guide, we’ll explain how you can easily set up Gravity Forms Salesforce integration using Zapier.

Why You Might Want a Gravity Forms Salesforce Integration

Before we jump into the tutorial, let’s quickly take a look at why you might want a Gravity Forms Salesforce integration for your WordPress business site:

Better Manage Your Leads

Connecting your forms plugin to Salesforce lets you easily sync contacts between your WordPress site and customer relationship management (CRM) tool. For example, whenever you get a new Gravity Forms submission, you can automatically move contact data to Salesforce and add them as a new lead.

To take things further, GF Nested Forms (part of Gravity Perks) supports Zapier feeds on child forms. You can use this to import each child entry into Salesforce as an independent lead.

This is particularly useful if you’re registering a team and would like to be able to manage each member on that team individually in Salesforce.

Update Leads Quickly

There are tons of situations where you might need visitors to submit complex forms. One way to make the process easier and more user-friendly is to ask for the bare minimum first, and then transfer that data into the more complex forms. This way, visitors won’t feel overwhelmed and will be more likely to fill out more complex forms.

GF Easy Passthrough allows you to generate a lead from a simple form and then pass that information through to a more complex form. This saves the user time and ensures that the same lead is updated in Salesforce when it’s submitted.

Improve the Navigational Experience

If your business requires visitors to fill out large, complex forms, then you should look for ways to improve the navigational experience. This is a simple way to make the form-filling experience less overwhelming for users.

GF Multi-Page Navigation dramatically improves the navigational experience on multi-page forms. This can help you increase conversions and generate more leads that you can sync to your Salesforce CRM.

Request Files Without Hassle

It’s pretty standard for businesses to ask for an RFP or some other type of PDF through their sales forms. Our upcoming perk File Upload Pro makes collecting files from leads more professional. In addition, it’s designed to give better feedback to the user.

Optimize Workflows

On the management side of things, there’s always room for automating workflows. For example, you can set up conditional logic for prices, dates, or populating form field choices and values.

We have tons of Gravity Perks that help you add conditional logic to your forms, making it easier to optimize your workflows and transfer data into your Salesforce CRM.

Check out our Complete Guide to Gravity Forms Conditional Logic for more information on how to use Gravity Forms Salesforce add-ons.

How to Integrate Gravity Forms With Salesforce

Here, we’ll show you how to integrate Gravity Forms with Salesforce using Zapier. We’ll explain how you can do this with zaps, which is much easier than Salesforce’s web-to-lead feature.

For this tutorial, we’ll assume you already have a Salesforce and Zapier account set up, have Gravity Forms installed, and have a lead form (or contact form) on your site that you’d like to transfer data from.

Let’s say you want to set up a simple member registration form on your website. Once the user enters their name and email address and selects a subscription plan, they’re redirected to a more complex form that asks for additional details.

The easy way to set this up is by using GF Easy Passthrough.

Start by creating both forms in Gravity Forms, go to Settings › Easy Passthrough from the complex form and map fields from your source form. Once you have the Gravity Forms Salesforce integration set up, you can automatically add new leads to Salesforce.

Here’s how: whenever a user submits the source form, they’ll automatically be added to Salesforce as a new lead. This way, even if they don’t fill out the complex form, you’ll still have their name, email address, and selected subscription plan added to your CRM.

Next, we’ll explain how you can use Zapier to connect Gravity Forms to Salesforce. From your Zapier account, search for Gravity Forms Salesforce zaps.

Click the Try It button next to the Create Salesforce leads with new Gravity Forms submissions zap.

Click the Continue button, and you’ll see a Zapier webhook.

Copy the webhook to your clipboard. Go to the Gravity Forms form you want to automate and navigate to Settings > Zapier. Click the Add New button and paste the webhook.

Click the Save Zapier Feed button.

Next, go back to Zapier and click Continue to continue setting up the automation. Zapier will prompt you to test the trigger.

Once that’s done, you can continue setting up the Salesforce API step of your automation.

You’ll see all of the fields you’ve defined in your Salesforce CRM. Using Zapier, you can map these Salesforce fields to the information you collect from Gravity Forms.

Click Continue when you’re done field mapping. Now, all of the new form submissions you get through this Gravity Form will be added as leads to Salesforce.

You can test out the zap to make sure everything is working and click Done Editing to proceed. If everything looks good, click the Turn Zap On button.

Now, whenever a user submits the form on your website, their data will automatically be transferred to Salesforce. The leads will look something like this screenshot in the CRM:

How to Send Forms to Salesforce as Custom Objects

With this Gravity Forms Salesforce integration, you can also send forms as custom objects. This is useful for businesses that need to track different kinds of data beyond contacts, accounts, and leads.

For example, if you’re an event management company, you might want to collect information about various event venues in your area that can be booked for events. As the Salesforce administrator, you could create a custom object called Event Venues and add custom fields like venue location, capacity, AV capabilities, and booking rates to it.

Using Zapier, you can use the Add new Gravity Forms entries as custom objects in Salesforce zap to automate it. The rest of the steps are the same as described in the tutorial above.

Set Up Your Gravity Forms Salesforce Integration Today

A Gravity Forms Salesforce integration allows business owners to manage their leads and contacts better. Through automation, you can save up valuable time while providing your employees with the detail they need to make more sales!

Using Zapier, you can create a new zap to transfer data from your Gravity Forms form to Salesforce automatically. This is much easier than using the Salesforce web-to-lead feature. And, once you’re done setting up the automation, you can enhance your Gravity Forms using Gravity Perks’ suite of add-ons to deliver a better user experience.

Which Gravity Forms Salesforce add-on will you use to enhance your forms? Let us know in the comments section below!