Search Results :

×

Integrating Gravity Forms with Salesforce – Leads, Custom Objects

Integrating Gravity Forms with Salesforce – Leads, Custom Objects


Guide to configure Gravity Forms integration with Salesforce. Gravity Forms is a form-builder solution that can be used to collect user details from your WordPress site that can then be classified as leads for your business’ further tracking and marketing strategies. These can then be synced in a CRM like Salesforce where they can then be managed more effectively. With the miniOrange Salesforce Gravity Forms Integration solution you can sync any form submission to any object in Salesforce. This enables you to achieve various use cases such as Lead Sync to Salesforce, Account Sync to Salesforce, Contact Sync to Salesforce, or even custom data sync to Salesforce. In this guide, we will go through the steps to set up Lead Sync with Salesforce where the Lead data is gathered with the Gravity Forms plugin. Our WordPress Object Data Sync for Salesforce plugin synchronizes the Gravity Forms submissions with any object in Salesforce and keeps Salesforce records in sync with WordPress.

Pre-requisites: Download and Installation

Object Data Sync for Salesforce plugin is set up to sync the data collected from the Gravity Forms plugin as Leads in Salesforce.

WordPress Salesforce Object Sync | Sync Salesforce Objects bidirectionally with WordPress. Enable real-time sync, scheduled sync, Salesforce Sync with Workflows Automation, sync leads from WordPress to Salesforce, Salesforce ACF/CPT UI integrations, and more.

Note: You will need the Premium version of the Object Data Sync for Salesforce plugin to set up sync of form data between WordPress Gravity Forms and Salesforce. If you want the premium version of the plugins or have any questions related to your use-case you can contact us at salesforcesupport@xecurify.com

Steps to configure Gravity Forms Integration with Salesforce:

1. Configure Salesforce App

  • First of all you have to establish a connection between the Object Data Sync for Salesforce plugin and Salesforce. To connect Object Data Sync for Salesforce plugin with Salesforce you can follow the steps given here till Step 2.

2. Object Mapping

Create Leads in Salesforce using Gravity Forms

  • After having successfully connected with Salesforce app navigate to the Object Mapping tab and click on the Add Object Mapping button to add a new object mapping.

  • Gravity Forms Salesforce Integration | Add Object Mapping
  • Here we will be configuring basic details related to object mapping. Fill in the details as stated in the table below.

  • Gravity Forms Salesforce Integration | Lead Object Mapping
    Select WordPress Object You can select any WordPress Object from WordPress Object dropdown.
    Note: For this integration, select the name of the Gravity Form object whose fields are to be synced to Salesforce.
    Select Sync Direction Enable Sync from WordPress to Salesforce or Sync from Salesforce to WordPress according to your requirement.
    Primary Key Select any field from the drop-down in which you want to store Salesforce Object Id.
    Note: If you want to store Salesforce Object Id in any custom value you can select __custom__ from the drop-down.
    Salesforce Object Select a Salesforce Object

    Note: You can select any Salesforce object of your choice. In this case Leads has been selected to create leads in Salesforce. You can also select a any object you want to create in Salesforce from the dropdown.


  • Under the Map WordPress Fields to Salesforce fields section you can map all the fields of selected Gravity form with the fields of selected Salesforce objects.

  • Gravity Forms Salesforce Integration | Lead Field Mapping
  • You can add as many mapping fields as you want by using the Add Salesforce Field button.

  • Gravity Forms Salesforce Integration | Lead Field Mapping
  • Click on Save Object Mapping.
  • Enable the Real Time Sync for the created mapping using the toggle available in front of the mapping.

  • Gravity Forms Salesforce Integration | Lead Field Mapping
  • Under the Test Connection, search and select the name of the gravity form from the input box and click Push button to check your mapping connection status.

  • Gravity Forms Salesforce Integration | Lead Field Mapping
    Gravity Forms Salesforce Integration | Lead Field Mapping
  • Now, whenever the mapped Gravity Form is submitted, the mapped fields will be synced to Salesforce and leads will be created in Salesforce.
  • As soon as selected form is submitted by user, a new Salesforce record [Lead] will be created in Salesforce according to mapping done above.

You have successfully configured the sync between Gravity Forms and Salesforce Object .

In this Guide, you have successfully integrated the WordPress Gravity Forms with Salesforce Leads. This solution ensures Salesforce Gravity Forms sync with WordPress, which enables you to sync all the leads data from WordPress to Salesforce.

If you are looking for anything which you cannot find, please drop us an email on salesforcesupport@xecurify.com

Additional Resources

Why Our Customers choose Object Data Sync for the Salesforce Sync plugin ?


24/7 Support

miniOrange provides 24/7 support for all the Secure Identity Solutions. We ensure high quality support to meet your satisfaction.

Sign Up

Customer Reviews

See for yourself what our customers say about us.
 


Reviews

Extensive Setup Guides

Easy and precise step-by-step instructions and videos to help you configure within minutes.


Watch Demo


We offer Secure Identity Solutions for Single Sign-On, Two Factor Authentication, Adaptive MFA, Provisioning, and much more. Please contact us at

 +1 978 658 9387 (US) | +91 97178 45846 (India)   salesforcesupport@xecurify.com

Hello there!

Need Help? We are right here!

support
Contact miniOrange Support
success

Thanks for your inquiry.

If you dont hear from us within 24 hours, please feel free to send a follow up email to info@xecurify.com