Gravity Forms – Salesforce Integration Enhanced

Configuration

Integration Method: API

• Create External Client App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
• Go to “Admin” -> “GF – Salesforce” -> “Configuration”.
• Salesforce CRM Environment: Select Production or Sandbox environment.
• OAuth Flow: Select Username-Password Flow or Token Flow. We Recommend: Token Flow.
  Token Flow
  • Consumer Key: Add your Salesforce Connected App Consumer Key.
  • Consumer Secret: Add your Salesforce Connected App Consumer Secret.
  • Click on “Authorize” button.

  Username-Password Flow

  • Consumer Key: Add your Salesforce Connected App Consumer Key.
  • Consumer Secret: Add your Salesforce Connected App Consumer Secret.
  • Username: Add your Salesforce System Administrator account Username.
  • Password: Add your Salesforce System Administrator account Password.
  • Click on “Save Changes” button.

Integration Method: Web-to-Lead or Web-to-Case

• Salesforce CRM Environment: Select Production or Sandbox environment.
• Organization ID: Add your Salesforce Organization ID. The guide is here.
• Date Format: Select a date format.
• Click on “Save Changes” button. Also, you can add custom fields for Web-to-Lead or Web-to-Case.
  • Object: Select an object.
  • Field Label: Add field label.
  • Field Name: Add field name.
  • Field Type: Add field type.
  • Click on “Add Custom Field” button.

Objects

• Go to “Admin” -> “GF – Salesforce” -> “Objects”.
• Add Object: You can add a standard object or a custom object.
  • Object Label: Add the object label. Like Account, Opportunity, Custom Object, etc.
  • Object API Name: Add the object API name. Like Account, Opportunity, Custom_Object__c, etc.
• Objects: You can see a list of objects. Also, you can remove them.

Integration (New Method)

• Go to “Admin” -> “Forms”.
• Select the form that you want to integrate with Salesforce CRM.
• Once within your desired form, hover over “Settings” and click on “GF – Salesforce”.
• Click “Add New” to create a new feed. You will be presented with the Salesforce CRM feed settings screen.
• Name: A Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
• Object: Select the Salesforce CRM object you want to integrate.
• Action Event: Select “Create Object Record” or “Create/Update Object Record” action event.
  • Create Object Record: On form submitted, it will add record.
  • Create/Update Object Record:
    • For Lead, Contact, Account, Opportunity, or Custom Object: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
    • For Cases: If form submitted case number match with existing record, it will update record. If form submitted case number not match with existing record, it will add record.
• Campaign: Select a campaign if you want to add a Contact or Lead to your Salesforce CRM campaign. Additionally, support Campaigns for other objects if Campaigns are enabled for those objects.
• Owner: Select an owner if you want to assign an owner.
• Record Type: Select a record type if you want to set a record type.
• Field Mapping: Map Salesforce CRM object fields (left side) to Gravity Forms form fields (right side).
• Feed Conditional Logic: If unchecked, every successful form submission will be sent to Salesforce CRM. If you wish to set specific conditions for sending form data to Salesforce CRM, then check the “Enable Condition” box and fill out your required criteria.
• Click on “Save Settings” button.

Note: If you want to use “Integration (New Method)”, please disable “Integration (Existing Method)”. This will help you to avoid triggering integration twice.

• Go to “Admin” -> “GF – Salesforce” -> “Integration”.
• You can see list of Gravity Forms forms.
• Click on edit form icon which you want to disable integrate form.
• Unchecked “Salesforce CRM Integration?” checkbox.
• Click on “Save Changes” button.

Integration (Existing Method)

• 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 object you want to integrate with current form.
• Click on “Filter” button to filter object fields.
• Check the “Salesforce CRM Integration?” checkbox if you want to integrate this form with Salesforce CRM.
• Select “Create Object Record” or “Create/Update Object Record” action event.
  • Create Object Record: On form submitted, it will add record.
  • Create/Update Object Record:
    • For Lead, Contact, Account, Opportunity, or Custom Object: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
    • For Cases: If form submitted case number match with existing record, it will update record. If form submitted case number not match with existing record, it will add record.
• Select a campaign if you want to add a Contact or Lead to your Salesforce CRM campaign. Additionally, support Campaigns for other objects if Campaigns are enabled for those objects.
• Select an owner if you want to assign an owner.
• Select a record type if you want to set a record type.
• Map Gravity Forms form fields to Salesforce CRM object fields.

  For “Lookup Relationship” type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…), create hidden field in the form and map it with “Lookup Relationship” type field.

  • For Account, create hidden field in the form with value Account ID.
  • For Contact, create hidden field in the form with value Contact ID.
• Click on “Save Changes” button.

Settings

• Go to “Admin” -> “GF – Salesforce” -> “Settings”.
• API Error Notification: Add “Subject” and “Send To”. Will be sent Salesforce CRM API error to the specified email.
• Ignore spam entry?: Check “Ignore spam entry?” checkbox if you want to ignore spam status entry when send to Salesforce CRM.
• Delete data on uninstall?: Check “Delete data on uninstall?” checkbox if you want to delete this plugin data on uninstall.

API Error Logs

• Go to “Admin” -> “GF – Salesforce” -> “API Error Logs”.
• You can see Salesforce CRM API error logs.