{"id":15741,"date":"2022-02-21T23:53:26","date_gmt":"2022-02-21T23:53:26","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/21\/gravity-forms-salesforce-crm-integration\/"},"modified":"2022-02-21T23:53:26","modified_gmt":"2022-02-21T23:53:26","slug":"gravity-forms-salesforce-crm-integration","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/21\/gravity-forms-salesforce-crm-integration\/","title":{"rendered":"Gravity Forms – Salesforce CRM Integration"},"content":{"rendered":"<\/a>\n

LIVE PREVIEW<\/a>BUY FOR $30<\/a><\/p>\n

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Gravity Forms – Salesforce CRM Integration plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add\/update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.<\/p>\n

Features<\/h2>\n
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  • Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.<\/li>\n
  • Integrated Gravity Forms form can automatically add\/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.<\/li>\n
  • Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.<\/li>\n
  • Action Event option for ‘Create Object Record’ and ‘Create\/Update Object Record’.<\/li>\n
  • Integration Method option for ‘API’ and ‘Web-to-Lead or Web-to-Case’.<\/li>\n
  • Salesforce CRM Environment option for ‘Production’ and ‘Sandbox’ environment.<\/li>\n
  • Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).<\/li>\n
  • Support Gravity Forms form ‘File Attachments’ and upload form file attachments to your Salesforce CRM ‘Files’.<\/li>\n
  • Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.<\/li>\n
  • Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.<\/li>\n
  • ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.<\/li>\n
  • Section for view Salesforce CRM API error logs.<\/li>\n
  • API Error Notification option for will be sent Salesforce CRM API error to the specified email.<\/li>\n
  • Integrate unlimited Gravity Forms forms.<\/li>\n<\/ul>\n

    Ratings & Reviews<\/h2>\n

    \"Ratings<\/p>\n

    Changelog<\/h2>\n
    \n2.1.0\n- Feature - Remove field option for \"Web-to-Lead or Web-to-Case\".\n\n2.0.0\n- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.\n- Integrated Gravity Forms form can automatically add\/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.\n- Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.\n- Action Event option for 'Create Object Record' and 'Create\/Update Object Record'.\n- Integration Method option for 'API' and 'Web-to-Lead or Web-to-Case'.\n- Salesforce CRM Environment option for 'Production' and 'Sandbox' environment.\n- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).\n- Support Gravity Forms form 'File Attachments' and upload form file attachments to your Salesforce CRM 'Files'.\n- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.\n- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.\n- 'Salesforce CRM Object Field' dropdown fields sorted in alphabetical order.\n- Section for view Salesforce CRM API error logs.\n- API Error Notification option for will be sent Salesforce CRM API error to the specified email.\n\n1.5.0\n- Feature - \"Salesforce CRM Module Field\" dropdown fields refresh.\n- Feature - \"Salesforce CRM Module Field\" dropdown fields sorted in alphabetical order.\n\n1.4.0\n- Feature - Added Salesforce CRM Environment option for Production and Sandbox environment.\n- Feature - API Logs.\n\n1.3.0\n - Security release.\n - Performance - Optimized integration.\n\n1.2.0\n - Security release.\n - Feature - Added support for Name and Address advanced fields.\n\n1.1.0\n - Security release.\n\n1.0.0\n - Initial release.\n<\/pre>\n