Gravity Forms + Salesforce

Create Salesforce leads with new Gravity Forms submissions

When this happens
Step 1: Form Submission
Then do this
Step 2: Create Record

If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them instantly into Salesforce leads.

How It Works

Someone fills out your Gravity Forms form
Zapier automatically turns that person into a Salesforce lead

What You Need

The Gravity Forms plugin
The Gravity Forms Zapier plugin
A Salesforce account

Try this template

Supported triggers and actions

What does this mean?

Form Submission
Triggers when the specified form is submitted.
Trigger
Instant
Create Entry
Creates a new form entry.
Action
Write
Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

Updated Field on Record
Triggers 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
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled

Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of 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