Live Demo: MWB GF Integration with Salesforce

MWB GF Integration with Salesforce plugin will help you in linking your gravity form submissions with Salesforce. Thus, you can map the form fields with the Salesforce object fields by defining the feeds effortlessly.

More splendid features

Seamless Integration and Authorization

MWB Gravity Forms Integration with Salesforce allows for an easy setup using two different methods- Rest API or web method that include Web-to-Lead/ Web-to-Case.

Elaborate Dashboard

The plugin dashboard provides all the essential information in detail. You can refresh the access token with just one click on the refresh icon. The dashboard also displays the number of gravity forms synced.

Mapping of GF Fields with Salesforce Object Fields

Using the feed settings, field mapping from gravity forms by the Salesforce object fields becomes very feasible for any Salesforce object.

Fields Synchronization Using Conditional Filters

The admin can filter the gravity form submissions and synchronization with Salesforce objects. The sync is based on conditional filtering using AND/ OR logic predefined by the admin in the backend.

Primary Key To Update Data

A primary key is used to minimize the data redundancy issue in the Salesforce CRM data. It helps in identifying a previously created entry for an update instead of creating a new entry. Thus, it acts as a unique identifier.

E-mail Notifications

Whenever there is an error in data sync, e-mail notifications. These notifications are sent only in case of errors during the synchronization process.

Log History of Synced Gravity Forms

The plugin will also provide you with complete log history. The log history makes it easier to spot errors and bugs. You can also specify the number of days after which the logs will be automatically deleted

Are You Still Confused About How Our MWB GF Integration with Salesforce Works?

Frequently Asked Questions

The MWB GF Integration with Salesforce plugin sends all Gravity Form submissions data to Salesforce as per the form field mappings. It classifies them on the basis of various objects and Salesforce modules assigned.

The admin needs to have a Salesforce account. You can also directly sign up using the link provided in our plugin in the Salesforce Account tab. You can now proceed with selecting the Salesforce Domain. Next, enter the Client ID, Secret Key & Redirect URL. You can generate these following the instructions shared in the plugin. The instructions can be seen by clicking the plus icon in the top right corner.

By entering your Salesforce API credentials, the Gravity Form can be integrated with your Salesforce account.

Enabling the MWB GF Integration with Salesforce plugin adds a Salesforce sub-menu to the Gravity Form. The administrator can easily sign up for or log into his Salesforce account and connect Gravity Forms to his Salesforce account.

Yes, adding new feeds using the plugin is possible.

The admin can map any Gravity Form field to any available Salesforce module field using the MWB GF Integration with Salesforce plugin. This plugin works with any module, such as Contacts, Accounts, Leads, Quotes, Deals, and Sales.

The administrator is free to add as many feeds as he prefers, just requiring the specified Gravity Form with the respective Salesforce Object.

In order to create feeds, you need to traverse within your WordPress Dashboard→ Form→ Salesforce→ Salesforce Feeds.

Here, you can either make use of an already created feed or create one by using the Add New Feed button.

Our plugin provides conditional filters to filter the form submissions. If the condition filters are set, only those Gravity Form submissions will be exported that fulfill those conditions. The admin has options to use AND filter and the OR filter.

Yes, the Gravity Form Submissions filtering option is available. The filters function is based on the user inputs. Filtering gravity forms can be made possible by applying the AND / OR logic before sending the form submissions to Salesforce.

Yes, the admin can update existing entries over Salesforce with the help of the “Primary key”.

Yes, our plugin supports data log maintenance of almost every entry/submission sent over to Salesforce and the corresponding response from Salesforce in the form of a table. All you need to do is turn on the toggle button corresponding to Enable logs in the Settings tab.
You can review that log table traversing towards-
WordPress Dashboard > Forms > Salesforce > Salesforce Logs.

Yes, we have the option to enable as well as to disable the email notifications from the settings.

Note: Email notifications are only enabled by the admin itself in order to receive an email in case of an error in the data entry from the gravity form.

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Please visit the MakeWebBetter knowledge base for more detailed documentation and support

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