Descripción
The Gravity Forms Salesforce Add-On is an official extension that integrates Gravity Forms with the Salesforce CRM platform, allowing you to automatically send form submission data to create or update leads, contacts, accounts, and other objects in Salesforce.
Key Features
- Automatic Data Transfer: Form submissions from your WordPress site are sent in real-time to your Salesforce account.
- Object Support: You can create or update various Salesforce objects including Leads, Contacts, Accounts, Cases, and custom objects.
- Field Mapping: The add-on allows for detailed field mapping between your Gravity Forms fields and corresponding Salesforce fields, including standard and custom fields.
- Duplicate Prevention: An option to update existing records helps avoid creating redundant entries in your CRM.
- Conditional Logic: You can use conditional logic to filter which form submissions are sent to Salesforce.
- API Connection: The integration uses the Salesforce API for secure and reliable data transfer, and a connection verification tool is available to ensure your Salesforce account has the necessary API access.
- File Attachments: The add-on supports uploading file attachments from forms directly to the “Files” section of a Salesforce record.
Requirements
To use the official Gravity Forms Salesforce Add-On, you need:
- An active WordPress installation with the Gravity Forms plugin installed.
- A Gravity Forms Elite license or a relevant legacy plan (Developer/Nonprofit).
- An active Salesforce account with API access enabled, which can be verified using the Salesforce Connection Verification Tool.
Setup Process
- Install the Salesforce Add-On from your WordPress dashboard.
- Connect your Gravity Forms installation to your Salesforce account via OAuth 2.0 or manual configuration.
- Create a Feed within your specific form settings to define which data to send and to which Salesforce object.
- Map Fields between your form and Salesforce.
- Test the integration by submitting a form to ensure data flows correctly into Salesforce.
Alternatively, third-party solutions like those offered by CRM Perks, Obtain Code, WP Fusion, or general automation tools like Zapier can also connect Gravity Forms with Salesforce.
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