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CRM Perks Integration for Gravity Forms and Salesforce

Gravity Forms Salesforce Add-on sends Gravity forms entries to salesforce CRM.

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WP PlugIndex snapshot

Current directory snapshot

Tested up to WordPress 7.1
Current version1.5.8
WordPress coverageTested up to WordPress 7.1
Minimum stackWP 4.7 · PHP 5.3
Directory statusactive
Last directory update20 Sept 20261mo ago
Active installations1K+Adoption metric — not a quality score
WordPress.org rating4.9 / 5 from 139 ratings
Official packageDirect from WordPress.org

Repository metrics are context, not quality scores. Active installations measure adoption and can strongly reflect a plugin’s age and historical popularity. Ratings, recent updates and “Tested up to” metadata also do not guarantee modern code, error-free operation, security, feature completeness or suitability for a particular site. Why active installs don’t tell the whole story →

WP PlugIndex currently records CRM Perks Integration for Gravity Forms and Salesforce version 1.5.8 as active, updated 1mo ago and tested up to WordPress 7.1.

Overview

About this plugin

Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. com. We also offer other connector for Pardot Gravity Forms Pardot Integration.

Gravity Forms salesforce Add-on Setup

  • Go to Forms -> Settings -> salesforce then add new account.
  • Go to Forms -> select any form -> Settings -> salesforce then create new feed.
  • Map required salesforce fields to Gravity Forms form fields.
  • Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.
  • Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.

Connecting salesforce account

0. Plugin supports WebServer and client credentials oauth flows. Additionally, you can connect multiple salesforce accounts to Gravity Forms.

Map salesforce crm fields

Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.

Filter Gravity Forms Salesforce entries

Either send all entries to salesforce or send specific entries based on user input. For example, only send those form entries to salesforce which contanin work email address.

Manually sending entries to salesforce

You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce.

Gravity Forms Salesforce CRM logs

View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM, You can easily resend any entry to salesforce.

Send Data As salesforce object Notes

Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.

Create Or Update Contact in Salesforce

If a contact,lead,account or any object already exists in salesforce, update it otherwise create a new object in salesforce.

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Premium Version Features.

Following features are available only in premium version. Gravity Forms Salesforce Add-on Pro.

  • Salesforce Custom fields and particularly Phone fields fields.
  • Upload attachments to “Files” section of Salesforce.
  • Add Lead or Contact to a Campaign.
  • Assign one Object to other object. for example Assigning an Account to Salesforce Contact.
  • Assign Object(Contact, Lead etc) Owner in Salesforce.
  • When any user submits a contact form, track gclid, utm parameters and geolocation.
  • Lookup customer’s email or phone number using popular email and phone number lookup services.
  • 20+ premium addons

Free Gravity forms Salesforce add-on

Easily integrate Gravity Forms to Salesforce with this free Gravity Forms Salesforce add-on. You can Create/Update a contact, account, case, Opportunity or Order in Salesforce crm when anyone submits a contact form on your site.

Want to send Gravity Forms entries to other crms

We have Premium Extensions for 20+ CRMs. View All CRM Extensions

Need Salesforce Plugin for Woocommerce?

We have Salesforce add-on for Woocommerce. Woocommerce Salesforce Integration

Gravity Forms Pardot Integration

We have a separate plugin for Pardot. Gravity Forms Pardot Integration

Gravity Forms Klaviyo Integration

We have a separate plugin for Pardot. Gravity Forms Klaviyo Integration

WordPress.org metadata

Plugin tags

Topics listed for this plugin in the WordPress.org directory.

  • gravity forms salesforce
  • gravity forms salesforce crm
  • gravity forms salesforce integration
  • salesforce wordpress gravity forms
Compatibility & maintenance

Compatibility & maintenance

Tested with WP 7.1

Marked as tested with the current WordPress 7.1 release.

Current WordPress releaseWordPress 7.1
WordPress.org Tested up to7.1
Minimum requirementsWordPress 4.7 · PHP 5.3
Update activity20 Sept 20261mo ago

“Tested up to” is directory metadata supplied by the plugin author. WP PlugIndex does not turn an older declaration into a claim that the plugin is incompatible.

Changes recorded by WP PlugIndex

Recent tracked changes

Version1.5.71.5.8
WordPress compatibility7.17.1.1
Tracking & source

WP PlugIndex tracks public WordPress.org directory metadata and records selected version, compatibility and availability changes as they are detected.

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