Plugin / Gravity Forms Salesforce

CRM Perks.

Description

Description

Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. Learn more at crmperks.com

Gravity Forms salesforce Add-on Setup

  • Go to Forms -> Settings -> salesforce then add new account.
  • Go to Forms -> select any form -> Settings -> salesforce then create new feed.
  • Map required salesforce fields to Gravity Forms form fields.
  • Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.
  • Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.

Connecting salesforce account

Connect any gravity forms form to salesforce account by safe and secure Oauth 2.0. Additionally, you can connect multiple salesforce accounts to Gravity Forms.

Map salesforce crm fields

Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.

Filter Gravity Forms Salesforce entries

Either send all entries to salesforce or send specific entries based on user input. For example , only send those form entries to salesforce which contanin work email address.

Manually sending entries to salesforce

You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce.

Gravity Forms Salesforce CRM logs

View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM , You can easily resend any entry to salesforce.

Send Data As salesforce object Notes

Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.

Create Or Update Contact in Salesforce

If a contact,lead,account or any object already exists in salesforce , update it otherwise create a new object in salesforce.

Premium Version Features.

Following features are available only in premium version. Gravity Forms Salesforce Add-on Pro.

  • Salesforce Custom fields and particularly Phone fields fields.
  • Upload attachments to “Files” section of Salesforce.
  • Add Lead or Contact to a Campaign.
  • Assign one Object to other object. for example Assigning an Account to Salesforce Contact.
  • Assign Object(Contact, Lead etc) Owner in Salesforce.
  • When any user submits a contact form, track gclid, utm parameters and geolocation.
  • Lookup customer’s email or phone number using popular email and phone number lookup services.
  • 20+ premium addons

Free Gravity forms Salesforce add-on

Easily integrate Gravity Forms to Salesforce with this free Gravity Forms Salesforce add-on. You can Create/Update a contact, account, case, Opportunity or Order in Salesforce crm when anyone submits a contact form on your site.

Want to send Gravity Forms entries to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Need Salesforce Plugin for Woocommerce ?

We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration

Ratings

4.8
20 reviews

Rating breakdown

Details Information

Version

1.1.2

First Released

01 Nov, 2018

Total Downloads

4,068

Wordpress Version

3.8 or higher

Tested up to:

5.2.4

Require PHP Version:

5.3 or higher

Tags

There is no tag found

Contributors

Languages

The plugin hasn't been transalated in any language other than English.

DIRECTORY DISCLAIMER

The information provided in this THEME/PLUGIN DIRECTORY is made available for information purposes only, and intended to serve as a resource to enable visitors to select a relevant theme or plugin. wpSocket gives no warranty of any kind, express or implied with regard to the information, including without limitation any warranty that the particular theme or plugin that you select is qualified on your situation.

The information in the individual theme or plugin displayed in the Directory is provided by the owners and contributors themselves. wpSocket gives no warranty as to the accuracy of the information and will not be liable to you for any loss or damage suffered by you as a consequence of your reliance on the information.

Links to respective sites are offered to assist in accessing additional information. The links may be outdated or broken. Connect to outside sites at your own risk. The Theme/Plugin Directory does not endorse the content or accuracy of any listing or external website.

While information is made available, no guarantee is given that the details provided are correct, complete or up-to-date.

wpSocket is not related to the theme or plugin, and also not responsible and expressly disclaims all liability for, damages of any kind, arising out of the use, reference to, or reliance on, any information or business listed throughout our site.

Keep Leading Your Followers!
Share it for them.