Gravity Forms
Salesforce
automateio

An automated workflow using automateio

Connects Gravity Forms + Salesforce

Turn new Gravity Forms submissions into Salesforce leads (or contacts)

About this workflow template

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.

Gravity Forms and Salesforce can also be integrated using automation tools other than automateio:

Diagram

Turn new Gravity Forms submissions into Salesforce leads (or contacts)
Workflow diagram: Gravity Forms + Salesforce integration

How it works?

When this trigger fires in Gravity Forms

Gravity Forms

New Form Submission in Gravity Forms

Triggers when a Form is submitted

Then this action happens in Salesforce

Salesforce

Add or Update a Lead in Salesforce

Creates a new Lead or updates an existing Lead

How to set up this workflow

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

Configure Applications

First, we need to connect Gravity Forms and Salesforce to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Gravity Forms to Automateio.

    Connect Gravity Forms to Automateio.

    Give Automateio access to your Gravity Forms account, using Gravity Forms credentials.

  • Connect Salesforce to Automateio.

    Connect Salesforce to Automateio.

    Give Automateio access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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)!

Supported triggers and actions

  • Gravity Forms

    Form submission

    Triggers when the specified form is submitted.

    zapier
    triggerbyzapier
  • Gravity Forms

    Watch entries

    Triggers when a new entry is submitted in a form.

    integromat
    triggerbyintegromat
  • Gravity Forms

    New form submission

    Triggers when a Form is submitted

    automateio
    triggerbyautomateio
  • Gravity Forms

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • Gravity Forms

    Get forms

    Triggers when a new Form is created.

    zapier
    triggerbyzapier
  • Gravity Forms

    New response

    Trigger on new response.

    pabbly-connect
    triggerbypabbly-connect
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Gravity Forms

Gravity Forms

Form Builders

An Effortless WordPress Form Creator

Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Automateio

Automateio

Automation Platforms

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.