Gravity Forms - Salesforce CRM Integration

Gravity Forms – Salesforce CRM Integration plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add/update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case. Also, developed a plugin with a new and better Salesforce CRM API.

Additionally, our plugin is compatible with all Gravity Forms plans, including Basic, Pro and Elite.

Features

• Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
• Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
• Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
• Action Event option for ‘Create Object Record’ and ‘Create/Update Object Record’.
• Integration Method option for ‘API’ and ‘Web-to-Lead or Web-to-Case’.
• Salesforce CRM Environment option for ‘Production’ and ‘Sandbox’ environment.
• Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
• Support Gravity Forms form ‘File Attachments’ and upload form file attachments to your Salesforce CRM ‘Files’.
• Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
• Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
• ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.
• ‘Ignore spam entry?’ option for ignoring spam status entry when sent to Salesforce CRM.
• Section for view Salesforce CRM API error logs.
• API Error Notification option for will be sent Salesforce CRM API error to the specified email.
• Integrate unlimited Gravity Forms forms.

Ratings & Reviews

Changelog

2.5.0
- Feature - With "Create/Update Object Record" option, Update Case by Case Number.
- Feature - Added "Owner" select option.
- Feature - Added "Record Type" select option.

2.4.4
- Improved campaign functionality.

2.4.0
- Feature - Added "Token Flow" API option.

2.3.0
- Maintenance release.

2.2.0
- Feature - Added "Ignore spam entry?" option.
- Feature - Added "Production" and "Sandbox" environment option for "Web-to-Lead or Web-to-Case".

2.1.0
- Feature - Remove field option for "Web-to-Lead or Web-to-Case".

2.0.0
- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event option for 'Create Object Record' and 'Create/Update Object Record'.
- Integration Method option for 'API' and 'Web-to-Lead or Web-to-Case'.
- Salesforce CRM Environment option for 'Production' and 'Sandbox' environment.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Gravity Forms form 'File Attachments' and upload form file attachments to your Salesforce CRM 'Files'.
- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
- 'Salesforce CRM Object Field' dropdown fields sorted in alphabetical order.
- Section for view Salesforce CRM API error logs.
- API Error Notification option for will be sent Salesforce CRM API error to the specified email.

1.5.0
- Feature - "Salesforce CRM Module Field" dropdown fields refresh.
- Feature - "Salesforce CRM Module Field" dropdown fields sorted in alphabetical order.

1.4.0
- Feature - Added Salesforce CRM Environment option for Production and Sandbox environment.
- Feature - API Logs.

1.3.0
 - Security release.
 - Performance - Optimized integration.

1.2.0
 - Security release.
 - Feature - Added support for Name and Address advanced fields.

1.1.0
 - Security release.

1.0.0
 - Initial release.