No Code Salesforce and Gravity Forms Integration

Lead generation, connecting with new customers, and proving them with customized and personalized solutions to cater to their specific needs are the cornerstone of any business to thrive in today’s digital world. Nothing is impossible when two mighty software a.k.a Salesforce and Gravity Forms are integrated to offer us the best of both worlds!

Building landing pages and lead generation campaigns are made easier with the help of Gravity Forms. It provides a selection of drag-and-drop options and templates for flexible website creation. Users of Gravity Forms can build straightforward and sophisticated forms to extract pertinent data from WordPress websites. You can make web forms and send Salesforce data using them. The procedure is simplified and made secure by using an integrated platform and simplified data gathering.

Benefits of the integration

Enhanced Lead Management
Quick Lead Updates
Uncomplicated User Navigation

Prerequisites

The essential Gravity Forms license
A user account with Salesforce
Admin Account for WordPress

Integration Process

1. Download the latest Salesforce Add-On for Gravity Forms

The Gravity Forms Salesforce Add-On cannot be downloaded without at least one active Gravity Forms license.
Use your credentials to log into your Gravity Forms account.

Go to the Gravity Forms Add-On download page to start the Add-On download process.
The ZIP file can be downloaded by searching for the Gravity Forms Salesforce Add-On.
Do not unzip the file because you must upload it in ZIP format to complete the installation process.

2. Putting in place the Salesforce Add-On

Installing the Gravity Forms Salesforce Add-On is the next step after downloading it.

Enter the WordPress administration dashboard.
On the admin menu's left side, select "Plugins".

On the "Add New" button, click.

At the top of this page, select "Upload Plugin."
The Add-On ZIP file you downloaded in the previous step should be selected by clicking "Choose file" after that.
Select "Install Now" from the menu.
Your Gravity Forms Salesforce Add-On will be installed and unpacked by WordPress automatically.
When the installation is complete, activate the plugin by clicking "Activate Plugin."

3. Configure the Salesforce Add-On

It's time to configure your Gravity Forms Salesforce Add-On now that the installation is complete.
Enter the WordPress administration dashboard.
Visit the menu located on the left side of the page.
Go to "Forms" and then select "Settings."
Go to the page's "Salesforce" tab.
Then include a fresh account.

4. Feed Conception for the Gravity Forms Salesforce Add-On

The left side menu will open. Select "Forms."
Choose whichever form you want to use with Salesforce.
To start a new feed, go to "Settings."
You'll see a page for setting up your feeds.
To the form fields in Gravity Forms, map the necessary Salesforce fields.
By selecting the "Send to Salesforce" button, you can submit your test entry to Salesforce CRM.
To check the status of your previously sent entries, navigate to "Settings" and then "Salesforce Logs."

Here you go, the integration between Gravity Forms and Salesforce is now operational and up and running successfully and seamlessly.

If you are looking to take your business to the next level by integrating apps with Salesforce to enhance productivity and boost sales, get in touch with our expert team at Apphienz. Visit our website for more information and write to us at info@apphienz.com for any questions.