Gravity Forms + Salesforce Integration

Integrate Gravity Forms to Salesforce in one click, or tell Integrately AI how you want each submission handled. Capture every form entry, create leads in Salesforce, update your CRM records, and trigger instant team alerts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gravity Forms
    Form is submitted in Gravity Forms
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Gravity Forms
    Update entry in Gravity Forms
  • Gravity Forms
    Create entry in Gravity Forms
  • Gravity Forms
    Submit form in Gravity Forms
  • Gravity Forms
    Get form submission by ID in Gravity Forms
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready WorkflowsReady Workflows   for Gravity Forms + Salesforce Integration

Capture submissions, create Salesforce leads, update customer records, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Gravity Forms + Salesforce flow

Send instant notifications, add email subscribers, and schedule follow-ups right after your Gravity Forms and Salesforce data updates. Pick a combination and activate it in one click.

Gravity Forms
Salesforce
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GmailGmail (8)
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SlackSlack (8)
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MailchimpMailchimp (8)
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CalendlyCalendly (8)
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StripeStripe (8)
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ZoomZoom (8)
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Add every Gravity Forms submission to Salesforce, and send a notification email in Gmail
Every form submission creates a new Salesforce lead instantly while Gmail alerts your team, ensuring no new enquiry slips past your sales reps.
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When a Salesforce lead is updated, get the Gravity Forms submission by ID and send an update via Gmail
Keep stakeholders informed when Salesforce lead details change by pulling Gravity Forms submission data and emailing updates through Gmail.
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When a Salesforce contact is created, update the matching entry in Gravity Forms and send a welcome email in Gmail
New Salesforce contacts trigger entry updates in Gravity Forms and trigger a welcome email in Gmail automatically.
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Create a Salesforce contact from a Gravity Forms submission, and send a draft follow-up email in Gmail
Form submissions automatically generate Salesforce contacts while drafting personalized follow-up emails in Gmail for review.
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If a Gravity Forms submission is marked high priority, create a Salesforce lead and email the sales head in Gmail
High-priority form submissions trigger immediate Salesforce lead creation and alert leadership via Gmail.
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When a Salesforce case is created, retrieve the Gravity Forms submission and send an internal notification in Gmail
New Salesforce support cases automatically pull original Gravity Forms submission details and notify support via Gmail.
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Use Claude to summarise every Gravity Forms submission, create a Salesforce lead, and email the brief via Gmail
Claude generates a concise summary of each Gravity Forms submission, saves a Salesforce lead, and emails the executive brief using Gmail.
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Create a Salesforce lead from a Gravity Forms submission, email the details in Gmail, and log a task in Asana
Form submissions populate Salesforce leads, notify team members via Gmail, and create onboarding tasks in Asana automatically.

Supported triggers and actions for Gravity Forms and Salesforce

Mix and match to build the exact automation you need

Gravity Forms
Gravity Forms Triggers & Actions
Form is submitted in Gravity Forms
Triggers the automation when a form is filled
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Update entry in Gravity Forms
Updates contact to the contact list
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Create entry in Gravity Forms
Adds a new contact to the contact list
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Submit form in Gravity Forms
Submits a form
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Get form submission by ID in Gravity Forms
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Gravity Forms + Salesforce?

Turn every form submission into an actionable customer record, keep your CRM updated in real time, and streamline your entire lead pipeline.

What you can automate?
🚀
Capture form submissions as new Salesforce leads instantly
Turn every website inquiry into an actionable CRM record the moment a visitor hits submit. Eliminate manual data entry and connect your WordPress forms directly to your sales pipeline.
📝
Map every submitted form field accurately
Transfer complex form answers, custom dropdowns, and file attachments directly into corresponding Salesforce record fields without losing critical prospect details.
🔔
Alert your sales team the second a lead arrives
Trigger instant notifications in your team communication channels or email inboxes whenever a high-value prospect completes your Gravity Forms setup.
🔀
Route leads based on submitted form criteria
Evaluate form selections like company size or budget to automatically assign enterprise leads to senior reps while standard inquiries route to general queues.
🔄
Keep your CRM records synchronized as data changes
Automatically update existing Salesforce leads or contacts whenever a corresponding form entry is modified or resubmitted on your WordPress site.
🛡️
Prevent duplicate records with smart matching
Search existing CRM entries before creating new records, ensuring your Salesforce database remains clean and free of duplicate contacts or accounts.
📉
Handle later stage updates and status changes
Reflect CRM opportunity stage updates or closed case statuses back into your form entry logs to maintain complete lifecycle visibility across tools.
Extend your workflow to team communication apps
Connect your core Gravity Forms and Salesforce pipeline with Slack, Gmail, or task managers to keep every department aligned on new customer acquisition.
And much more...

Who is Gravity Forms + Salesforce integration for?

Business teams, marketers, and developers connecting Gravity Forms and Salesforce to streamline customer data capture and eliminate manual record entry completely.

Marketing Analysts
Marketing Analysts
Sales Managers
Sales Managers
Account Executives
Account Executives
Customer Support Leads
Customer Support Leads
Operations Coordinators
Operations Coordinators
Data Administrators
Data Administrators
📈
Marketing Analysts
You're compiling weekly submission reports from Gravity Forms but your Salesforce pipeline numbers always lag behind until someone manually exports records, so the conversion metrics you're reviewing are constantly outdated — with this integration, every new submission updates your CRM instantly and your reporting data stays current.
Sales Managers
You need your sales reps to engage high-value prospects immediately after they submit an enquiry, but manual CRM data entry delays outreach by hours — with this integration, every new form entry creates a lead in Salesforce instantly and your team can follow up while intent is highest.
🤝
Account Executives
You manage client onboarding pipelines and depend on accurate submission details from web forms, but missing records leave gaps in your client history — with this integration, every form entry populates your CRM records automatically and your client tracking remains complete.
📊
Customer Support Leads
You handle high volumes of support enquiries submitted through website forms, but copying customer details into your support CRM by hand creates massive backlogs — with this integration, every form submission generates a Salesforce record automatically and your support queue stays manageable.
🔄
Operations Coordinators
You own the handoff process between website lead capture and sales follow-up, but manual data transfers between plugins and your CRM cause frequent errors — with this integration, every form submission flows directly into Salesforce without manual intervention and your pipeline handover runs smoothly.
📁
Data Administrators
You need a reliable, unbroken history of customer interactions across your WordPress forms and CRM, but manual export gaps corrupt your audit trails — with this integration, every form entry synchronizes with Salesforce records automatically and your system history remains completely accurate.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Gravity Forms + Salesforce

Build and manage your Gravity Forms + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Gravity Forms + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Gravity Forms to Salesforce?
Frequently Asked Questions
You can connect Gravity Forms to Salesforce in 1 click using ready-made templates on Integrately. Link your accounts, select your preferred trigger and action, and let Integrately AI handle the setup.
Can I automatically create Salesforce leads from Gravity Forms submissions?
Frequently Asked Questions
Can I connect Gravity Forms, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gravity Forms and Salesforce?
Frequently Asked Questions
How does Gravity Forms handle field mapping during Salesforce integration?
Frequently Asked Questions
How are Salesforce lead updates handled with Gravity Forms?
Frequently Asked Questions
Do I need coding skills to automate Gravity Forms and Salesforce?
Frequently Asked Questions
Is the Gravity Forms and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Salesforce
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