Live Demo: GF Integration With Salesforce
GF Integration With Salesforce plugin lets you sync the gravity form submissions on your website with Salesforce modules with accuracy. This premium version of the GF-Salesforce integration plugin lets you send the phone and mobile fields over Salesforce.
On Demand Features
Associate Contacts, Leads and Accounts
You can associate contacts with different Salesforce objects and leads with campaigns. It also lets you links accounts with contacts.
Add Lead Source and Lead Status
Using the plugin, you can now add lead source and lead status to the lead object in your Salesforce dashboard.
Sync Attachments & Add Notes
The plugin allows you to sync attached files from gravity form submissions into your Salesforce account. You can also add notes to the synced entries.
Instant Sync and Manual Sync
This is a powerful feature that gives you the authority to enable or diable real-time syncing. Once manual sync is enabled, you can monitor syncing of each form submission manually.
Are You Still Confused About How GF Integration With Salesforce Works?
Frequently Asked Questions
There are two methods: First using the Global App in which there is no need for API Credentials and Second is using Custom App. In this, you need to enter the Client ID, Secret Key, and the Redirect URL after generating it following the instruction shared in a plugin which can be seen by clicking the plus icon in the top right corner. For more details, please check the documentation.
- Connection with Salesforce CRM
- Select Gravity Form in the feed section
- Salesforce Object in the feed section
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