Gravity Forms + Salesforce

Create Salesforce leads from new Gravity Forms submissions

When a new form is submitted through Gravity Forms, keep your sales team in the loop by seamlessly adding this information to your Salesforce campaign as a lead. This streamlined workflow saves you the time and manual effort of updating multiple platforms, ensuring that every potential client captured through Gravity Forms is instantly reflected in your Salesforce campaign for timely follow-up and better customer relationship management.

When a new form is submitted through Gravity Forms, keep your sales team in the loop by seamlessly adding this information to your Salesforce campaign as a lead. This streamlined workflow saves you the time and manual effort of updating multiple platforms, ensuring that every potential client captured through Gravity Forms is instantly reflected in your Salesforce campaign for timely follow-up and better customer relationship management.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • 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
    • FormRequired

    Action
    Write
  • 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
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gravity-forms logo

About Gravity Forms

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

Related categories

  • Forms & Surveys
  • WordPress

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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  • CRM (Customer Relationship Management)

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