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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Gravity FormsGravity Forms
    Create Entry

    Creates a new form entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

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  • WordPress

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About Salesforce

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