This automation scenario allows you to connect Gravity Forms and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gravity Forms and Salesforce can also be integrated using automation tools other than zapier:
When this trigger fires in Gravity Forms
Triggers when the specified form is submitted.
Then this action happens in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce cases from new Gravity Forms submissions.
Part I
First, we need to connect Gravity Forms and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gravity Forms
Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gravity Forms and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Salesforce cases from new Gravity Forms submissions!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
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Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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