Gravity Forms - Salesforce Integration Enhanced

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Support Documentation

Gravity Forms – Salesforce Integration Enhanced plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add or update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with a Salesforce CRM Lead, Contact, Case, Account, Opportunity, or Custom Object. Additionally, this plugin is developed with the latest enhanced Salesforce CRM API.

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

Features

  • Support single or multiple feeds to add or update Gravity Forms form submissions to your Salesforce CRM. Additionally, support Gravity Forms’ built-in feed conditional logic. Also, it improves form submission performance.
  • Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact, Case, Account, Opportunity, or Custom Object.
  • Integrated Gravity Forms form can automatically add or update your site’s new form submissions to your Salesforce CRM Lead, Contact, Case, Account, Opportunity, or Custom Object.
  • Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact, Case, Account, Opportunity, or Custom Object fields.
  • Action Event option for “Create Object Record” or “Create/Update Object Record”.
  • Integration Method option for “API” or “Web-to-Lead or Web-to-Case”.
  • Salesforce CRM Environment option for “Production” or “Sandbox” environment.
  • Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc.).
  • Support Gravity Forms file attachments and uploads them to your Salesforce CRM object’s “Files”.
  • Support Salesforce CRM Campaigns. Campaign select options are available for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign. Additionally, support Campaigns for other objects if Campaigns are enabled for those objects.
  • Owner option for assign an owner to a created/updated record.
  • Record Type option for set the record type for a created/updated record.
  • Support “Lookup Relationship” type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc.) of Salesforce CRM Objects.
  • “Salesforce CRM Object Field” dropdown fields are sorted in alphabetical order.
  • “Ignore spam entry?” option to ignore spam status entry when sent to Salesforce CRM.
  • Section for viewing Salesforce CRM API error logs.
  • API Error Notification option: Salesforce CRM API errors will be sent to the specified email.
  • Integrate unlimited Gravity Forms forms.

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Ratings & Reviews

Changelog

1.0.0
 - Initial release.
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