Gravity Forms Salesforce Integration

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

If you are looking to create advanced Salesforce forms for your WordPress website, then a Gravity Forms Salesforce integration is your go-to plugin! Gravity Forms is great for creating and working with web forms since the interface is simple and has an array of elements for you to utilize, which include text fields, dropdown menus, file uploads, checkboxes, radio buttons, and so much more!

It’s essential to deliver engaging content when communicating with your online visitors so that they continue to browse your website and engage with the forms, surveys, or even quizzes that you present to them. A Gravity Forms Salesforce integration can help you do just this for advanced or simple forms that you can use on your Contact, Registration, and even Order pages.

With so many customization options, you will be able to seamlessly add conditional logic, email notifications, payment gateways, entry management, as well as integration with 3rd party services to your forms. For these few reasons, you can see why Gravity Forms is a popular plugin. Additionally, it is a massive system containing a multitude of add-ons and extensions to elevate your user experience regarding forms. One of the biggest advantages that we find for choosing Gravity Forms is that they can integrate with Salesforce.

Boost Customer Relationships with a Gravity Forms Salesforce Integration

Why choose to integrate Gravity Forms with forms for Salesforce? For starters, Salesforce is the world’s number #1 customer relationship management (CRM) platform that helps businesses maintain and grow the relationships that they have with customers, colleagues, and partners.

And in conjunction, well, the benefits are epic. Follow us as we dive deeper and explore the advantages that the robust integration between Gravity Forms and Salesforce can offer your business.

Use a Gravity Forms Salesforce Integration to Collect Data More Efficiently

Use Gravity Forms with WordPress to create custom forms quickly! And with a Salesforce forms integration, you have the ability to collect data with Gravity Forms from your WordPress website and sync it to Salesforce in real-time. This automatic process will save you time when it comes to entering data across multiple platforms, and it will decrease the amount of errors you receive from copy-pasting vast amounts of data.

See How to Manage Lead Data Better with a Gravity Forms Salesforce Integration

A Gravity Forms Salesforce integration lets your business manage lead data on a new level! For example, when an online visitor fills out and submits a form on WordPress, the data is automatically and immediately sent to Salesforce, where it is stored as a lead or a new record.

Use this new workflow process from the Salesforce and Gravity Forms integrations to empower your sales reps to identify, follow up, track, and guide leads from beginning to end in the sales pipeline.

Tips to Boost Gravity Forms CRM Integration

Salesforce, as we discussed above, is the best at managing customer relationships! When you start to add Gravity Forms into the mix, you get to insert more data from WordPress forms into your customer profiles that are already stored in Salesforce.

A complete profile goes a long way in helping your sales and customer support staff understand customers better. With direct access to complete customer interactions, support staff can identify, assist, and help close customer queries faster. Sales representatives can also use customer profiles to create personalized experiences when communicating and interacting with clients, which will foster strong relationships in the long run.

Automate Workflows with Salesforce and Gravity Forms

You can easily configure your Salesforce and Gravity Forms integration to automate your workflow processes that relate to submitted forms options.

An everyday use case that you could also implement in your business is to set up your WordPress forms so that when they are submitted to Salesforce, a notification email is also sent to your sales representative. You could also use Salesforce and Gravity Forms to identify high-value leads so you trigger emails for those form submissions.

That’s not all! Use your integration to automate assignments to employees, create notifications to follow up on tasks, and even update Salesforce fields from WordPress form submissions. Extending Salesforce with a Gravity Forms integration is a sure way to streamline workflows and boost productivity.

Is Gravity Form HIPAA Compliant?

Gravity Forms is not HIPAA Compliant.

Gravity Forms Pricing

You can expect to pay between $59 and $259 per year for the use of Gravity Forms.

Connect Gravity Forms to Salesforce

In order to create your Gravity Forms and Salesforce integration is pretty simple. Follow the 6 steps below to get started on reducing manual workflow processes!

As easy as this guide sounds, remember that each business is unique, and there are many versions and editions of Gravity Forms and Salesforce, so the exact steps or settings options might differ from the outline presented here.

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.