Gravity Forms to Salesforce CRM Integration by Obtain Code
Connect Gravity Forms to Salesforce CRM to automatically create or update Leads, Contacts, and Cases from form submissions.
What it does
Keeping Salesforce up to date manually after every form submission wastes time and leads to missed records. This add-on sends each Gravity Forms submission directly to your Salesforce account without any manual copying.
You map your form fields to Salesforce fields, choose whether to create a new record or create/update an existing one, and pick your connection method — API or Web-to-Lead/Web-to-Case. It works with Leads, Contacts, and Cases, and supports custom Salesforce fields like picklists, dates, phone numbers, and more.
It suits sales teams, support teams, and marketers who use Salesforce as their main CRM and want form data to flow in automatically. You can connect as many forms as you need.
Key features
- Map Gravity Forms fields to Salesforce Lead, Contact, or Case fields
- Choose 'Create' or 'Create/Update' as the action for each submission
- Connect via API or Web-to-Lead/Web-to-Case integration methods
- Supports Salesforce custom fields: picklist, multi-select picklist, date, phone, email, text, and more
- Uploads Gravity Forms file attachments to Salesforce Files
- Add Leads or Contacts to a Salesforce Campaign
- View API error logs and receive error notifications by email
- Supports Production and Sandbox Salesforce environments
Good for
Written from Obtain Code’s own listing. Version and dates come straight from the source and are checked weekly.
Which Salesforce objects does this add-on support?
It supports Leads, Contacts, and Cases.
Can it update an existing Salesforce record instead of always creating a new one?
Yes. You can choose the 'Create/Update Object Record' action so existing records are updated when a match is found.
Does it work with custom Salesforce fields?
Yes. It supports custom field types including phone, picklist, multi-select picklist, date, email, and text.
Can I use it with a Salesforce Sandbox account for testing?
Yes. You can select either Production or Sandbox as the Salesforce environment.