Gravity Forms – Salesforce CRM Integration Guide

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload plugin zip
  • Activate plugin
FTP, SFTP, SCP etc…
  • Unzip plugin zip
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate plugin

Configuration

  • Create Connected App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
  • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘GF – Salesforce’ -> ‘Integration’
  • You can see list of Gravity Forms forms
  • Click on edit form icon which you want to integrate form
  • Select a Salesforce CRM module you want to integrate with current form
  • Click on ‘Filter’ button to filter module fields
  • Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
  • Map fields which you want to map
    Note: Bellow module wise fields are required in Salesforce CRM and it must be mapped in Form.
    • Contact: Last Name
    • Case: Case Origin
    • Lead: Last Name and Company Name
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in Salesforce CRM module