Features
- Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
- Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
- Action Event option for ‘Create Object Record’ and ‘Create/Update Object Record’.
- Integration Method option for ‘API’ and ‘Web-to-Lead or Web-to-Case’.
- Salesforce CRM Environment option for ‘Production’ and ‘Sandbox’ environment.
- Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Gravity Forms form ‘File Attachments’ and upload form file attachments to your Salesforce CRM ‘Files’.
- Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
- Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
- ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.
- ‘Ignore spam entry?’ option for ignoring spam status entry when sent to Salesforce CRM.
- Section for view Salesforce CRM API error logs.
- API Error Notification option for will be sent Salesforce CRM API error to the specified email.
- Integrate unlimited Gravity Forms forms.
oliverrealize –
Works as it should. Really helped us. Support is great, I can’t thank them enough.
5twenty –
I needed a solutions for integrating the Gravity Forms with Salesforce. This was a simple plugin to configure and integrate into my project and I had forms generating leads in no time.
At this time, take not of the integration steps on the plugin page because at the time I am writing this review, there is no other documentation for the plugin. I experienced some issues from missing a step ‘click filter’, but Obtain My Code stepped up and helped find the issue I was experiencing and informed me of the solution so I could replicate it across other forms.
Overall, this is a great plugin for painless integration with Salesforce and the support team is ready to help you with any issues!
hosfinancialinc –
Best Support Ever. To ALL that are fighting to get their Forms working with Salesforce, give this integration add-on a try!
russayres –
I had a slight issue with configuration and also a file upload field on a form.
Support was instant and very helpful indeed.
I highly recommend this plugin and the author.
coxdojo –
Super responsive, I had a minor question, submitted a ticket and had a response within minutes, like under 10 minutes from the time I submitted it. Thank you!
crunchysocial –
Support was excellent and quick to respond. Highly recommend.
modena_design –
Support was excellent and I got a very quick response even with an 8 hour time difference. I just cannot recall getting an update notification even though this option is ticked on in my prefs. Highly recommend.
chrissnchz –
Great customer support, quick to response.
headwaydigital –
Great plugin, and excellent support. Had a few issues with setting this up, no fault of the plugin though, and the developer assisted really quickly.
wishdigital –
Good product that does what it says it will. Had one issue long after deployment that ObtainCode quickly helped with.
thebrakelights –
This plugin does exactly what I needed it to do – integrate Gravity Forms with the SFDC Lead object. I ran into a configuration issue with a specific field and Obtain helped me solve it pretty much instantly. Thanks Obtain for a great plugin and your high quality support!
freshmarketing –
This plugin was very easy to set up and worked great. I did have a question about file uploads and Obtain Code got back to me within minutes. Excellent support and a great plugin!
irenebautista –
Works exactly as expected!
afeamarketing –
Aside the the fact it does exactly what it says it does, the after service customer support is excellent. Highly recommended!
jackgibsonvs –
Obtain Code has the best customer support our team has ever worked with in the WordPress plugin space as well as CodeCanyon. Thank you so much for jumping right into our crazy requests and assisting in getting our plugin fully functioning.
Thank you so so much again ObtainCode, I would recommend this product and all the others that this team offers. We will continue to use them.