Salesforce
Connect your Gravity Forms to Salesforce to automatically create or update leads, contacts, and accounts from form submissions.
What it does
Manually copying form data into your CRM wastes time and introduces errors. This add-on sends form submissions directly to Salesforce the moment someone hits submit, creating or updating objects without any extra steps.
You map your form fields to Salesforce fields, choose which object type to create (lead, contact, account, or others), and set up conditional logic so data only flows when your criteria are met. You can also run multiple feeds from a single form to update more than one object at once.
This add-on is a good fit for sales and marketing teams that rely on Salesforce and want their WordPress forms to feed the CRM automatically. It requires API access on your Salesforce account and is included with a Gravity Forms Elite or Nonprofit license.
Key features
- Create Salesforce leads, contacts, accounts, and other objects from form submissions
- Map form fields to any available Salesforce object fields
- Run multiple feeds from one form to update different object types
- Update existing records instead of creating duplicates
- Apply conditional logic to control when data is sent to Salesforce
- Manual configuration option for agencies working on client sites
- Use the Salesforce Connection Verification Tool to confirm API compatibility
Good for
Written from Gravity Forms’s own listing. Version and dates come straight from the source and are checked weekly.
Does my Salesforce account need API access?
Yes, your Salesforce license must include API access. You can use the Salesforce Connection Verification Tool to confirm your account supports the required APIs.
Can the add-on update existing Salesforce records?
Yes, it can detect duplicates and update existing records instead of creating new ones, keeping your CRM data clean.
Which Gravity Forms licenses include this add-on?
The Salesforce Add-On is included with Gravity Forms Elite and Nonprofit licenses.
Can I connect to Salesforce without logging into the Salesforce account directly?
Yes, the add-on supports manual configuration, which is useful when setting up client sites without direct access to their Salesforce login.