Gravity Forms – Salesforce CRM Integration

Introduction

Gravity Forms and Salesforce are two powerful tools that can help you streamline your workflows and improve your business processes. Gravity Forms is a popular form builder plugin for WordPress, while Salesforce is a leading Customer Relationship Management (CRM) platform. By integrating these two tools, you can create seamless workflows that automatically send form submissions to your Salesforce account, allowing you to manage your leads and customers more efficiently.

The Gravity Forms - Salesforce CRM Integration allows you to create custom workflows that automate the process of sending form data to your Salesforce account. With this integration, you can create custom forms that are tailored to your specific business needs, and automatically send the data to your Salesforce account without having to manually enter the information.

In this tutorial, we will walk you through the process of setting up the Gravity Forms - Salesforce CRM Integration, configuring the integration, and using it to send form submissions to your Salesforce account.

Step 1: Setting up the Integration

To set up the integration, you will need to have both Gravity Forms and Salesforce installed on your system. If you don't have Gravity Forms installed, you can download it from the WordPress Plugin Directory.

Once you have Gravity Forms installed, follow these steps to set up the integration:

1. Log in to your WordPress dashboard and navigate to the Gravity Forms settings page.
2. Click on the "Connect" button next to "Salesforce CRM" to connect your Gravity Forms account to your Salesforce account.
3. You will be redirected to the Salesforce authentication page, where you can enter your Salesforce login credentials.
4. Once authenticated, you will be returned to the Gravity Forms settings page, where you will see a "Connected" message next to the "Salesforce CRM" label.

Step 2: Configuring the Integration

Once the integration is set up, you need to configure the settings to determine how form submissions will be sent to your Salesforce account. To do this, follow these steps:

1. Go to the Gravity Forms settings page and click on the "Integrations" tab.
2. Click on the "Salesforce CRM" tab to access the configuration settings.
3. Select the Salesforce instance you want to use from the drop-down menu.
4. Choose the Salesforce object you want to use for storing form submissions (e.g., Leads, Contacts, etc.).
5. Choose the fields you want to map from your form to your Salesforce object. You can map multiple fields from your form to your Salesforce object.
6. Choose whether you want to create a new record or update an existing record in Salesforce based on the form submission.

Step 3: Creating a Form

To create a form that integrates with your Salesforce account, follow these steps:

1. Go to the Gravity Forms settings page and click on the "Forms" tab.
2. Click on the "Add Form" button to create a new form.
3. Choose the fields you want to include on your form. You can add as many fields as you want, and use the built-in field types (e.g., text, checkbox, dropdown, etc.) or create custom fields using the "Add Custom Field" button.
4. Configure the settings for each field, including the mapping to your Salesforce object. You can also configure additional settings, such as field labels and error messages.

Step 4: Publishing the Form

To publish your form, follow these steps:

1. Go to the Gravity Forms settings page and click on the "Forms" tab.
2. Click on the "Edit" button next to the form you created.
3. Scroll down to the "Advanced" section and click on the "Publish" button.
4. Choose where you want to publish the form (e.g., on a specific page or post, or as a standalone page).

Step 5: Testing the Integration

To test the integration, follow these steps:

1. Go to the page or post where you published your form.
2. Fill out the form and submit it.
3. Check your Salesforce account to verify that the form submission has been received and processed correctly.

By following these steps, you can set up the Gravity Forms - Salesforce CRM Integration and start sending form submissions to your Salesforce account. With this integration, you can streamline your workflows and improve your business processes by automating the process of sending form data to your Salesforce account.

Additional Tips and Best Practices

Here are some additional tips and best practices to keep in mind when using the Gravity Forms - Salesforce CRM Integration:

• Make sure to test the integration thoroughly before going live to ensure that it is working as expected.
• Use custom fields to capture additional data that is not available through the standard Salesforce fields.
• Use conditional logic to determine which Salesforce object or field to update based on the form submission.
• Use the "Update" feature to update existing records in Salesforce, rather than creating new ones.
• Use the "Error" feature to capture and store errors that occur during the integration process.
• Regularly review and update the integration settings to ensure that they are still valid and working as expected.

I hope this tutorial has been helpful in setting up the Gravity Forms - Salesforce CRM Integration. If you have any questions or need further assistance, please don't hesitate to reach out to the Gravity Forms support team.