EffectIO Gravity Forms Salesforce Add-On 1.0.1

Description:

The Gravity Forms Salesforce Add-On connects your WordPress forms to Salesforce and sends submissions straight to your CRM. When a form is submitted, the add-on creates Salesforce objects such as leads, contacts, and accounts automatically. It is an official Gravity Forms integration, and Salesforce is an all-in-one platform for managing leads, customers, and growth that scales with your business, from small teams to global organizations.

Setup works through feeds. You pick a Salesforce object, its available fields load, and you map your form fields to the matching data fields. Multiple feeds can be created for different object types, so one form can update several objects. Supported objects include leads, contacts, accounts, and other object types your business needs.

You also control how data is handled once it reaches Salesforce. Duplicate detection updates existing records instead of creating redundant entries, and conditional logic sends data only when specific criteria are met. Manual configuration is available, which is useful when working on client sites. The add-on requires API access on your Salesforce account, and API access varies by Salesforce license type. Use the Salesforce Connection Verification Tool to confirm your account supports the required APIs, and contact Salesforce support with questions about your account's API access.

The vendor’s own page for Gravity Forms Salesforce Add-On has the full details.

Main Features of Gravity Forms Salesforce Add-On:

• Create leads, contacts, accounts, and other Salesforce objects from form submissions
• Map form fields to the data fields of your chosen Salesforce object type
• Create multiple feeds to update multiple Salesforce objects from one form
• Detect duplicates and update existing Salesforce records instead of creating redundant entries
• Use conditional logic to send data to Salesforce only when specific criteria are met
• Connect to Salesforce manually, useful when working on client sites
• Verify API compatibility with the Salesforce Connection Verification Tool

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.0.1 version stays on this update channel for the subscription year.