Customer.io + Gravity Forms + Salesforce Integrations

How to connect Customer.io + Gravity Forms + Salesforce

Zapier lets you send info between Customer.io and Gravity Forms and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Customer.io + Gravity Forms + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Customer.io, Gravity Forms, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • IdRequired

    • Email Address

    • Attributes

    Action
    Write
    • IdRequired

    • Event NameRequired

    • Event Data

    Action
    Write
    • 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
    • Anonymous Event NameRequired

    • Anonymous IDRequired

    • Anonymous Event Data

    Action
    Write
    • 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

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How Customer.io + Gravity Forms + Salesforce Integrations Work

  1. Step 1: Authenticate Customer.io, Gravity Forms, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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customerio logo

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.
Learn more

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About Gravity Forms

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

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