This automation scenario allows you to connect Gravity Forms and Salesforce
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated scripts 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 automateio:
When this trigger fires in Gravity Forms
Triggers when a Form is submitted
Then this action happens in Salesforce
Creates a new Lead or updates an existing Lead
This guide contains information on how to set up an automatic workflow that allows to Turn new Gravity Forms submissions into Salesforce leads (or contacts).
Part I
First, we need to connect Gravity Forms and Salesforce to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Gravity Forms to Automateio.
Give Automateio access to your Gravity Forms account, using Gravity Forms credentials.
Connect Salesforce to Automateio.
Give Automateio 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 Automateio.
Set up a Trigger action for Gravity Forms
Choose the following trigger: New Form Submission (Triggers when a Form is submitted).
Then set up an Action for Salesforce
Choose this action: Add or Update a Lead (Creates a new Lead or updates an existing Lead).
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 Turn new Gravity Forms submissions into Salesforce leads (or contacts)!
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
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.