Connect Gravity Forms and Salesforce integrations
Connect Gravity Forms and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Gravity Forms and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new entry is submitted in a form.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Gravity Forms and Salesforce integrations.
Create custom Gravity Forms and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Aggregates results (entry counts) of a form.
Gets the details of a form based on the specified form ID.
Gets a specified record in an object.
Gets an entry based on the entry ID.
Popular Gravity Forms and Salesforce workflows.
Looking to get more out of Gravity Forms and Salesforce? With Make you can visually integrate Gravity Forms and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Salesforce lead from a Gravity Forms form submission
Use this template to automatically create a Salesforce lead when a Gravity Forms form is submitted. Your Gravity Forms form has to include a 'Company' and a 'Last name' fields (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).
TRY IT ->Create a Salesforce case from a Gravity Forms form submission
Use this template to automatically create a Salesforce case when a new Gravity Forms form is submitted.
TRY IT ->Create a Salesforce opportunity from a Gravity Forms form submission
Use this template to automatically create a Salesforce opportunity when a Gravity Forms form is submitted.
TRY IT ->Create a Salesforce contact from a Gravity Forms form submission
Use this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. Your Gravity Forms form has to include a 'Last name' field (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).
TRY IT ->Create a Salesforce contact note from a Gravity Forms form submission
Use this template to automatically create a Salesforce contact note when a Gravity Forms form is submitted. Your Gravity Forms form has to include an 'Email' field.
TRY IT ->Create a Salesforce contact from a Gravity Forms form submission (with a ZeroBounce email address validation)
Use this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. The Salesforce contact is created only if the email address submitted in the Gravity Forms form is valid (email validation is done using ZeroBounce). Your Gravity Forms form has to include an 'Email' and a 'Last name' fields (fields that are not required but you can include them are: First name, Phone, Street address, City, Postal code, State/province, Country).
TRY IT ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
TRY IT ->Upload files to Microsoft SharePoint from Gravity Forms entries and CSV aggregator
Automatically upload files to Microsoft SharePoint from Gravity Forms entries and CSV aggregator. Streamline data management with this seamless integration.
TRY IT ->
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