EffectIO Gravity Forms Salesforce Add-On 1.1.1

Description:

The Gravity Forms Salesforce Add-On is an official integration that connects WordPress forms to Salesforce, the CRM platform for sales, service, and marketing. When a visitor submits a form, the add-on sends the data to Salesforce automatically, creating leads, contacts, accounts, and other supported objects the moment a form is submitted. This lets you collect leads and feed your CRM directly from your WordPress forms.

You can map form fields to the data fields of your chosen Salesforce object type. Multiple feeds let you create different feeds for different object types, so one form can update several objects. The add-on can detect duplicates and update existing records instead of creating redundant entries. Conditional logic controls when data is sent, so submissions only reach Salesforce when specific criteria are met. Manual configuration is also available, which is useful when working on client sites.

The add-on requires API access on your Salesforce account. API access varies by Salesforce license type, and the Salesforce Connection Verification Tool can confirm that your account supports the required APIs. Questions about API access can be directed to Salesforce support. Salesforce scales from small teams to global organizations, so the add-on suits businesses of every size that want form submissions to flow into their CRM.

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 for different object types and update multiple objects from one form
• Update existing Salesforce records instead of creating duplicate entries
• Send data to Salesforce only when specific criteria are met using conditional logic
• 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 1.1.1 version stays on this update channel for the subscription year.