Live Demo: GF Integration With Salesforce

GF Integration With Salesforce plugin lets you sync the gravity form submissions on your website with Salesforce modules with accuracy. This premium version of the GF-Salesforce integration plugin lets you send the phone and mobile fields over Salesforce.

On Demand Features

Associate Contacts, Leads and Accounts

You can associate contacts with different Salesforce objects and leads with campaigns. It also lets you links accounts with contacts.

Add Lead Source and Lead Status

Using the plugin, you can now add lead source and lead status to the lead object in your Salesforce dashboard.

Sync Attachments & Add Notes

The plugin allows you to sync attached files from gravity form submissions into your Salesforce account. You can also add notes to the synced entries.

Instant Sync and Manual Sync

This is a powerful feature that gives you the authority to enable or diable real-time syncing. Once manual sync is enabled, you can monitor syncing of each form submission manually.

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Frequently Asked Questions

The GF Integration with Salesforce sends all the Gravity Forms submissions’ data to Salesforce CRM and classifies them on the basis of various objects and Salesforce modules assigned.

Yes, You should have the following prerequisites fulfilled for the proper functioning of this plugin:

The latest version of the free MWB GF Integration With Salesforce
Salesforce CRM account (You can also sign up from the Salesforce Accounts tab)
Gravity Forms Plugin

The admin needs to have the Salesforce account or can directly sign up using the link we have provided in our plugin Salesforce Account tab and then proceed with selecting the Salesforce Domain.

There are two methods: First using the Global App in which there is no need for API Credentials and Second is using Custom App. In this, you need to enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner. For more details, please check the documentation.

For creating Salesforce Feeds, you need to select the following details, only then you will be able to map fields:

Connection with Salesforce CRM
Select Gravity Form in the feed section
Salesforce Object in the feed section

Yes, this can be done using GF Integration with Salesforce. According to the Salesforce modules, the admin can add as many feeds as he wants, in the same way, the new fields can also be added filling the field value and field type. The steps involved are as follows: Go to Dashboard > Forms > Salesforce > Salesforce Feeds > Add New Feed > Select Field > Add New Field

Our plugin has this conditional filter for adding conditions to the form submissions. If the condition filters are set, only those GF submissions will be exported to the Salesforce module fields that fulfill those conditions. These are the form field validations to be checked before submitting the entry or submission to Salesforce. The admin has options for the AND filter and the OR filter which works on AND and OR logic.

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