Powerful plugin that sends Gravity Form entries into Salesforce CRM. Have full control over what is sent, and when it is sent to get all the data you need.
Connect Salesforce account to Gravity Forms by safe and secure Oauth 2.0.
Easily map Gravity Forms Entry fields to any Salesforce Object fields.
Map Salesforce pick lists with Gravity Forms pick lists.
A Feed determines how Gravity Forms data should be sent to Salesforce CRM. You can create multiple feeds & setup conditions for sending entries to Salesforce CRM.
If there is an error while sending Gravity Forms entries data to Salesforce CRM an email containing the error details will be sent to the specified email.
View a detailed log of each Gravity Forms entry sent (or not sent) to Salesforce CRM and easily resend an entry to Salesforce CRM.
Easily export Salesforce CRM Logs as a CSV file for forecasting, bookkeeping, and accounting purposes.
All Gravity Forms entries are fully synchronized with Salesforce CRM. If you update/delete/restore an entry that entry will be updated/deleted/restored in Salesforce CRM.
By default all Gravity Forms entries are sent to Salesforce CRM, but you can apply filters & setup rules to limit the entries sent to Salesforce CRM.
You can send one to many fields data as Salesforce CRM entry Note.
Pick lists data can be refreshed automatically after certain period of time.
You must be logged in to post a review.
David –
Supports all features of Salesforce CRM
liz.fulham (verified owner) –
Had a few issues setting up initially related to field mapping – but all in all this plugin is great and allows us to easily create leads automatically whenever we receive an inbound form submission. I would definitely recommend it!
kenny (verified owner) –
This plugin is AMAZING!! Exactly what we needed for our client (Financial Company). Makes the application process automated for Leads in Sales Force. And their support is OUTSTANDING!! Had an issue with renaming of Uploaded Files & they explained to me exactly what to do to make it work (including screenshots). I would highly recommend their plugin!!