Gravity Forms + Salesforce
Create entries in Gravity Forms from new Salesforce records
Streamline your data entry tasks with this efficient workflow. When a new record is added in Salesforce, it immediately results in the creation of an entry in Gravity Forms. This process simplifies record management and ensures that your Gravity Forms entries always stay up-to-date with your Salesforce records.
Streamline your data entry tasks with this efficient workflow. When a new record is added in Salesforce, it immediately results in the creation of an entry in Gravity Forms. This process simplifies record management and ensures that your Gravity Forms entries always stay up-to-date with your Salesforce records.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Entry
Creates a new form entry.
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