![]() GF Multi-Page Navigation dramatically improves the navigational experience on multi-page forms. This is a simple way to make the form-filling experience less overwhelming for users. Similarly, if your business requires visitors to fill out those large, complex forms, then you should look for ways to improve the navigational experience. This saves the user time and ensures that the same lead is updated in Salesforce when the first form is submitted, allowing them to work on the longer form when it’s more convenient for them to do so. GF Easy Passthrough allows you to generate a lead from a simple form and then pass that information through automatically to a more complex form. This is particularly useful if you’re registering a team and would like to be able to manage each member on that team individually in Salesforce. You can use this to import each child entry into Salesforce as an independent lead. To take things further, GF Nested Forms (part of Gravity Perks) supports Zapier feeds on child forms. For example, whenever you get a new Gravity Forms submission, you can automatically move contact data and create leads immediately in Salesforce. ![]() Better Manage Your LeadsĬonnecting your forms plugin to your Salesforce account lets you easily sync contacts between your WordPress site and customer relationship management tool. ![]() The powerful functionality of Gravity Forms plus Gravity Perks allows you to supercharge your lead generation far and above simply gathering contact data. Why You Might Want a Gravity Forms Salesforce Integrationīefore we jump into the tutorial, let’s quickly take a look at the benefits of bringing a Gravity Forms Salesforce CRM integration to your WordPress business site. In this complete guide, we’ll explain how you can easily set up Gravity Forms Salesforce integration using Zapier. However, to successfully implement Gravity Forms Salesforce integration, you’ll need to use a third-party app, like Zapier or Automate.io. Improved navigational experience for users.This gives you the ability to automate sales activity in Salesforce.Īutomating these processes can benefit your business in many ways. For starters, you can use it to automatically send form entries directly into Salesforce to sync contact data. Set Up Your Gravity Forms Salesforce Integration TodayĪs an online business owner, there are plenty of ways that you can benefit from Gravity Forms Salesforce integration.How to Send Forms to Salesforce as Custom Objects.How to Integrate Gravity Forms With Salesforce.Why You Might Want a Gravity Forms Salesforce Integration.
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