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Set up your first integration
Quickly connect Gravity Forms to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Gravity Forms and Salesforce, automating your workflow.
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Frequently Asked Questions about Gravity Forms + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Salesforce
How do I integrate Gravity Forms with Salesforce?
The integration between Gravity Forms and Salesforce can be achieved by using our Zapier platform. You can set up a trigger in Gravity Forms to prompt an action in Salesforce. For example, when a new form entry is received in Gravity Forms, it can create a new lead or update an existing record in Salesforce.
What triggers are available for Gravity Forms submissions?
In our system, you can use the 'New Form Submission' trigger with Gravity Forms. This allows you to perform actions such as creating or updating records in Salesforce whenever there is a new form submission.
Can I update existing records in Salesforce with Gravity Forms?
Yes, you can update existing records in Salesforce. By setting up the appropriate triggers and actions, when a form entry is submitted via Gravity Forms, it can automatically update contacts or other objects within your Salesforce account.
Is it possible to map custom fields from Gravity Forms to Salesforce?
Absolutely! Our integration allows mapping of custom fields; you just need to ensure that the fields in both applications match correctly. You will configure these mappings while setting up your Zap.
Are there any limits on the number of entries I can push from Gravity Forms to Salesforce?
While our Zapier plan does not impose specific limits on this functionality, it's important to consult your respective plans for both Gravity Forms and Salesforce, as they may have their own API call or capacity limits.
What kind of actions can be executed in Salesforce from a Gravity Form submission?
You can execute various actions such as creating new leads or contacts, updating existing records, adding notes, or even starting automated workflows based on criteria set within your forms.
Do I need coding skills to set up this integration between Gravity Forms and Salesforce?
No coding skills are required! Our user-friendly platform provides a simple interface where each step of the setup process guides you through selecting triggers and matching them with corresponding actions.
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
- FormRequired
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling
