We’re excited to announce the launch of our brand new Salesforce Add-On!

A much requested integration, with the Salesforce Add-On you’ll now be able to send form entry data straight to your all-in-one CRM Salesforce account. Using Salesforce you can connect your data, manage your contacts, automate processes, and drive revenue – it’s a must for many businesses, nonprofits, and enterprise organizations.

It is important to note that the Salesforce Add-On is available with one of these Gravity Forms license types:

• Elite license
• Nonprofit license – available to registered non-profits.
• Developer license – this is a legacy license that’s no longer for sale.

To utilize the Gravity Forms Salesforce Add-On, your Salesforce account must also have access to the Salesforce API (more on this below).

Watch the video or read on to find out more about this new add-on and how to get started with Salesforce today…

 

Connect Data and Drive Revenue with Salesforce!

Salesforce is a powerful CRM for sales, service, marketing, commerce, and more. Its integrated platform lets you easily manage and connect with your audiences, helping to save you time and money, while growing your customer base and revenue.

Its advanced features include…

• Comprehensive Customer Relationship Management (CRM) – Salesforce provides a robust platform for managing customer relationships, offering tools for sales, service, marketing, and more, all integrated into a single system.
• Customizable Dashboards and Reports – With Salesforce, you can easily create tailored dashboards and generate detailed reports to track performance metrics, sales forecasts, and customer insights in real time.
• Automation and Workflow Management – Salesforce automates routine tasks and workflows, streamlining processes like lead management, approvals, and email notifications, enhancing efficiency and productivity.
• AppExchange Ecosystem – Salesforce’s AppExchange offers a vast marketplace of third-party applications and integrations, enabling you to extend the platform’s functionality and customize it to your specific business needs.
• Artificial Intelligence with Salesforce Einstein – Salesforce Einstein brings AI capabilities to the platform, providing predictive analytics, natural language processing, and smart insights to help businesses make data-driven decisions and improve customer interactions.

For detailed information on plans and pricing, visit the Salesforce website or contact their sales team.

Gravity Forms Salesforce Add-On: All You Need to Know!

With the Gravity Forms Salesforce Add-On, you’ll now be able to integrate your WordPress website with Salesforce. Once set up and connected, you can automatically send your form submission data directly to your Salesforce account.

Let’s take a closer look at the Salesforce Add-On’s features, and how to find out if your Salesforce account has API access and can connect with our add-on…

Salesforce API Access

As mentioned, to utilize the Gravity Forms Salesforce Add-On, your Salesforce account must have access to the Salesforce API.

You can check if your Salesforce account supports the required APIs for our Gravity Forms integration by using our Salesforce Connection Verification Tool.

For more information, refer to this Salesforce developer article that outlines the license types known to provide API access. We recommend you check with your Salesforce account executive or Salesforce support if you have more questions on this.

Salesforce Objects

With the Salesforce Add-On, you can quickly spin up form feeds that create different objects in Salesforce CRM. (Object Types are created and managed in the Salesforce platform). This enables you to automatically create leads, contacts, accounts, and other Salesforce objects when a form is submitted.

Map Form Fields

Within a form feed, you will need to map the form fields to the fields in the CRM, helping to ensure you collect and store the data your business needs. Each Salesforce object has its own selection of data fields – the fields for the chosen object will be loaded when an object type is selected, allowing you to identify each of them for mapping.

Update Existing Records

The Salesforce Add-On allows you to select to update any existing records in Salesforce that are recognized as duplicates. This ensures that your Salesforce data remains up-to-date without creating redundant entries.

When disabled, the feed will not update duplicate records. Instead, if a duplicate is found, an error will be displayed in the entry log, and that form entry will not be processed.

 

Connect to Salesforce using Manual Configuration

With the Salesforce Add-On, you have the additional option of connecting a WordPress site manually to Salesforce. This is useful when working on a client’s site or when it is impractical to log in to the Salesforce account to connect to Salesforce.

For more information on the Salesforce Add-On, check out the documentation.

Get the Salesforce Add-On

As mentioned, the Salesforce Add-On is available with a Gravity Forms Elite, Nonprofit, or Developer license. Here’s how to get your hands on it…

• For all active Elite, Nonprofit, or Developer license holders, simply install Salesforce from the Add-On Browser in your WordPress Admin, or download it from within your Gravity Forms account dashboard.
• If you currently have a Basic or Pro license, hop over to your Gravity Forms My Account section to upgrade your license to Elite.
• Not yet a Gravity Forms customer? Head on over to our Elite license plan page to check out which features and integrations you get with this license and make a purchase. Or, if you run a registered Nonprofit, you can apply for our heavily discounted Nonprofit license.

Gravity Forms offers a wide assortment of email and CRM add-ons. For more information, check out our Add-On directory.