Gravity Forms Salesforce Add-On

Many teams collect leads through WordPress forms and then copy the details into Salesforce by hand. That takes time and invites typos. This add-on removes the copying step. A form submission can create or update a Salesforce object automatically, so your CRM receives the information as soon as the visitor sends it.

You choose how the data travels. Field mapping links each form field to a Salesforce field, duplicate record handling helps keep the CRM tidy, and conditional logic decides when a submission is sent at all. It also works with other Salesforce object types, and logging helps you check what was submitted and find problems if a connection fails.

Features

• Create or update Salesforce records: Form submissions can create or update Leads, Contacts and Accounts in Salesforce, which removes manual data entry between your website and your CRM.
• Custom field mapping: Map Gravity Forms fields to the matching Salesforce fields so each piece of information lands where your team expects it.
• Duplicate record handling: The add-on identifies and manages duplicate Salesforce records, which helps keep your CRM database clean and organized.
• Conditional logic rules: Set conditions that decide when and how a submission is sent to Salesforce, giving you control over which entries reach your CRM.
• Multiple object types: Work with a range of Salesforce objects beyond Leads and Contacts, so the integration can match how your organization structures its CRM data.
• Real-time data transfer: Entries move from your WordPress forms to Salesforce as they are submitted, so your sales team can see new leads and updates promptly.
• OAuth authentication: Connect to Salesforce with OAuth authentication, which protects sensitive information while data passes between Gravity Forms and your Salesforce account.
• Logging and error handling: Detailed logs record submission history, which helps you troubleshoot integration issues and confirm that entries reached Salesforce.

Best for

• WordPress sites that send leads into Salesforce
• Sales teams tired of copying form data by hand
• Businesses keeping Salesforce contacts and accounts clean