We’re excited to announce the launch of our brand new Salesforce add-on!

A highly requested integration, with the Salesforce add-on you will now be able to send form entry data directly to your all-in-one Salesforce CRM account. With Salesforce, you can connect your data, manage your contacts, automate processes, and generate revenue—it’s a must-have for many businesses, nonprofits, and large enterprises.

It’s important to note that the Salesforce add-on is available with one of these Gravity Forms license types:

To use the Gravity Forms Salesforce add-on, your Salesforce account must also have access to the Salesforce API (more information below).

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

Connect data and generate revenue with Salesforce!

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

Its advanced features include…

• Global 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 custom 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 such as lead management, approvals and email notifications, improving efficiency and productivity.
• AppExchange ecosystem – Salesforce AppExchange offers a vast marketplace of third-party apps and integrations, allowing 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 intelligent 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: Everything You Need to Know!

With the Gravity Forms Salesforce add-on, you will now be able to integrate your WordPress website with Salesforce. Once configured and logged in, you can automatically send your form submission data directly to your Salesforce account.

Let’s take a closer look at the Salesforce add-on features and how to know if your Salesforce account has API access and can connect to our add-on…

Access to Salesforce APIs

As mentioned, to use 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 APIs required for our Gravity Forms integration by using our Salesforce Connection Checker tool.

For more information, see this Salesforce Developer article that describes the license types known to provide API access. We recommend checking with your Salesforce account manager or Salesforce Support if you have further questions on this matter.

Salesforce Objects

With the Salesforce Add-on, you can quickly launch form flows that create different objects in Salesforce CRM. (Object types are created and managed in the Salesforce platform). This allows you to automatically create leads, contacts, accounts, and other Salesforce objects when a form is submitted.

Map form fields

In a form flow, you will need to map form fields to CRM fields, allowing you to collect and store the data your business needs. Each Salesforce object has its own selection of data fields: the chosen object’s fields will be loaded when an object type is selected, allowing you to identify each one for mapping.

Update existing records

The Salesforce add-on allows you to choose to update any existing records in Salesforce that are recognized as duplicates. This ensures your Salesforce data stays 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.

Log in to Salesforce using manual setup

With the Salesforce add-on, you have the added ability to manually connect a WordPress site to Salesforce. This is useful when working at a client site or when it is not convenient to sign in to the Salesforce account to log into Salesforce.

For more information about the Salesforce add-on, see 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 licensees, simply install Salesforce from the Add-ons Browser in your WordPress admin, or download it from your Gravity Forms account dashboard.
• If you currently have a Basic or Pro license, go to your Gravity Forms My Account section to upgrade your license to Elite.
• Not yet a Gravity Forms customer? Visit our Elite license plan page to learn about the features and integrations you get with this license and make a purchase. Or, if you run a registered nonprofit, you can apply for our deeply discounted nonprofit license.

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