An automated workflow using integromat
Connects Gravity Forms + Salesforce
Create a Salesforce contact note from a Gravity Forms form submission
About this workflow template
This automation scenario allows you to connect Gravity Forms and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 integromat:
Diagram
How it works?
When this trigger fires in Gravity Forms
Watch Entries in Gravity Forms
Triggers when a new entry is submitted in a form.
Then these actions happen in Salesforce
Search for Records in an Object in Salesforce
Searches for records in an object that matches the specified search query.
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a Salesforce contact note from a Gravity Forms form submission.
Part I
Configure Applications
First, we need to connect Gravity Forms and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gravity Forms to Make.com.
Give Make.com access to your Gravity Forms account, using Gravity Forms credentials.
Connect Salesforce to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Gravity Forms
Choose the following trigger: Watch Entries (Triggers when a new entry is submitted in a form.).
Then set up an Action for Salesforce
Choose this action: Search for Records in an Object (Searches for records in an object that matches the specified search query.).
Then set up another Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Test and Publish
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 a Salesforce contact note from a Gravity Forms form submission!
Related Automation Templates
Supported triggers and actions
Form submission
Triggers when the specified form is submitted.
triggerbyzapierWatch entries
Triggers when a new entry is submitted in a form.
triggerbyintegromatNew form submission
Triggers when a Form is submitted
triggerbyautomateioForm is submitted
Form is submitted
triggerbyintegratelyGet forms
Triggers when a new Form is created.
triggerbyzapierNew response
Trigger on new response.
triggerbypabbly-connect
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
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 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
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
