Gravity Forms + Salesforce + Microsoft Excel Integrations
How to connect Gravity Forms + Salesforce + Microsoft Excel
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Do even more with Gravity Forms + Salesforce + Microsoft Excel
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 Gravity Forms, Salesforce, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
Form SubmissionTriggers when the specified form is submitted.Trigger- Create EntryCreates a new form entry.Action
- Submit FormCreates an entry and fires all events associated with a form submission such as notifications and add-on feeds.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
Connect your apps and automate workflows
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How Gravity Forms + Salesforce + Microsoft Excel Integrations Work
- Step 1: Authenticate Gravity Forms, Salesforce, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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