Gravity Forms – Salesforce CRM Integration

Gravity Forms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a Gravity Forms form on your site.

Features

  • Easily integrate Gravity Forms form to Salesforce CRM Contact
  • Easily integrate Gravity Forms form to Salesforce CRM Case
  • Easily integrate Gravity Forms form to Salesforce CRM Lead
  • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Contact
  • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Case
  • Integrated Gravity Forms form can automatically add your site new form data to Salesforce CRM Lead
  • Easily map your Gravity Forms form fields to Salesforce CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited Gravity Forms forms

Installation

WordPress Dashboard

  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
  • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

FTP, SFTP, SCP etc…

  • Unzip ‘Gravity Forms – Salesforce CRM Integration’ plugin zip
  • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate ‘Gravity Forms – Salesforce CRM Integration’ plugin

Configuration

  • Create Connected App in Salesforce CRM
  • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Integration’
  • You can see list of Gravity Forms Forms
  • Click on edit form icon which you want to integrate form
  • Select a Salesforce CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
  • Map fields which you want to map
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in Salesforce CRM module