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Create a Salesforce contact note from a Gravity Forms form submission

Create a Salesforce contact note from a Gravity Forms form submission

Apps used in template



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.

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The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Complete/Abort a Job

Completes or aborts a job.

Create a Job

Creates a new bulk data job.

Create a Record

Creates a new record in an object.

Delete a Record

Deletes a record.

Download an Attachment/Document

Downloads an attachment or a document.

Gravity Forms
Get Form Results

Aggregates results (entry counts) of a form.

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Get a Form

Gets the details of a form based on the specified form ID.

Get a Record

Gets a specified record in an object.

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Get an Entry

Gets an entry based on the entry ID.



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