The Gravity Forms – Salesforce CRM Integration plugin allows you to connect WordPress Gravity Forms with Salesforce CRM. To automatically add or update form submissions in your Salesforce CRM account, simply integrate your forms with a Salesforce CRM Lead, Contact, or Case. We have also developed this plugin using the latest Salesforce CRM API for better performance.

Additionally, our plugin is compatible with all Gravity Forms plans, including Basic, Pro and Elite.

Features

• Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact, or Case.
• Integrated Gravity Forms form can automatically add or update your site’s new form submissions to your Salesforce CRM Lead, Contact, or Case.
• Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact, or Case fields.
• Action Event option: ‘Create Object Record’ or ‘Create/Update Object Record’.
• Integration Method option: ‘API’ or ‘Web-to-Lead or Web-to-Case’.
• Salesforce CRM Environment option: ‘Production’ or ‘Sandbox’.
• Supports Salesforce CRM Custom Fields (Phone, Picklist, Multi-Select Picklist, Date, Email, Text, etc.).
• Supports Gravity Forms form ‘File Attachments’ and uploads them to your Salesforce CRM ‘Files’.
• Supports Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
• Supports ‘Lookup Relationship’ fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc.).
• ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.
• ‘Ignore spam entry?’ option for ignoring spam status entry when sent to Salesforce CRM.
• Section for viewing Salesforce CRM API error logs.
• API Error Notification option to send Salesforce CRM API errors to a specified email address.
• Integrate unlimited Gravity Forms forms.

Ratings & Reviews

Changelog

2.8.0
- Improved file upload functionality.

2.7.0
- Feature - Added "Date Format" option for "Web-to-Lead or Web-to-Case".

2.6.0
- Maintenance release.

2.5.0
- Feature - With "Create/Update Object Record" option, Update Case by Case Number.
- Feature - Added "Owner" select option.
- Feature - Added "Record Type" select option.

2.4.4
- Improved campaign functionality.

2.4.0
- Feature - Added "Token Flow" API option.

2.3.0
- Maintenance release.

2.2.0
- Feature - Added "Ignore spam entry?" option.
- Feature - Added "Production" and "Sandbox" environment option for "Web-to-Lead or Web-to-Case".

2.1.0
- Feature - Remove field option for "Web-to-Lead or Web-to-Case".

2.0.0
- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event option for 'Create Object Record' and 'Create/Update Object Record'.
- Integration Method option for 'API' and 'Web-to-Lead or Web-to-Case'.
- Salesforce CRM Environment option for 'Production' and 'Sandbox' environment.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Gravity Forms form 'File Attachments' and upload form file attachments to your Salesforce CRM 'Files'.
- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
- 'Salesforce CRM Object Field' dropdown fields sorted in alphabetical order.
- Section for view Salesforce CRM API error logs.
- API Error Notification option for will be sent Salesforce CRM API error to the specified email.

1.5.0
- Feature - "Salesforce CRM Module Field" dropdown fields refresh.
- Feature - "Salesforce CRM Module Field" dropdown fields sorted in alphabetical order.

1.4.0
- Feature - Added Salesforce CRM Environment option for Production and Sandbox environment.
- Feature - API Logs.

1.3.0
 - Security release.
 - Performance - Optimized integration.

1.2.0
 - Security release.
 - Feature - Added support for Name and Address advanced fields.

1.1.0
 - Security release.

1.0.0
 - Initial release.