How to Create Salesforce Lead on Gravity Forms Submission with Pabbly Connect

Learn how to integrate Gravity Forms with Salesforce using Pabbly Connect for seamless lead generation. Follow our step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce leads on Gravity Forms submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your credentials. If you are a new user, you can sign up for free to get started with 100 tasks each month.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect, which is the automation tool that will facilitate the integration between Gravity Forms and Salesforce.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow that connects Gravity Forms to Salesforce using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Salesforce Lead on Gravity Forms Submission’. Select a folder to save it, like ‘Automations’, and click on ‘Create’.

This action opens the workflow window where you will set up the trigger and action. The trigger will be a new Gravity Forms submission, and the action will be to create a lead in Salesforce. This setup ensures that every time a form is submitted, a lead is automatically generated in Salesforce.

3. Setting Up the Trigger for Gravity Forms

The next step is to set up the trigger in your workflow. Search for ‘Gravity Forms’ in the trigger application options and select it. You will then choose the trigger event, which should be ‘New Response Received’. This event will initiate the workflow when a new submission occurs.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect Gravity Forms to your Pabbly Connect workflow. Now, proceed to your Gravity Forms account.

• Open the form you want to integrate.
• Go to the settings of the form and click on the Webhooks tab.
• Click on ‘Add New’ and paste the Webhook URL in the request URL field.

Set the request method to POST and the request format to JSON. Save the settings to finalize the connection between Gravity Forms and Pabbly Connect.

4. Testing the Connection and Submitting a Form

After saving the settings, Pabbly Connect will indicate that it is waiting for a Webhook response. To test this connection, go back to your Gravity Forms form and submit a test entry. Fill in the required fields, such as first name, last name, company name, and email, then click on ‘Submit’.

Once the form is submitted, check your Pabbly Connect workflow to see if the response has been captured. You should see all the details you entered in the test submission, confirming that the connection is working properly.

5. Creating a Salesforce Lead from the Submission

Now, it’s time to set up the action that will create a lead in Salesforce. In your Pabbly Connect workflow, search for and select ‘Salesforce’ as the action application. Choose the action event as ‘Create Lead’ and click on ‘Connect’. using Pabbly Connect

If this is your first time connecting Salesforce, click on ‘Add New Connection’. Allow Pabbly Connect to access your Salesforce account by clicking on ‘Connect with Salesforce’ and granting the necessary permissions. Once connected, you will need to map the fields from your Gravity Forms submission to the corresponding fields in Salesforce.

• Map the first name, last name, company name, and email from the previous step.
• Set the lead source to ‘Web’ and the status to ‘Open – Not Contacted’.
• Click on ‘Save and Test Request’ to create the lead.

After saving, check your Salesforce account to ensure that the lead has been created with the details from your Gravity Forms submission. This completes the integration process.

Conclusion

By following these steps, you can efficiently use Pabbly Connect to create Salesforce leads automatically whenever a Gravity Forms submission occurs. This integration streamlines your lead management process, allowing for better organization and follow-ups.

Utilizing Pabbly Connect not only enhances your workflow but also saves time by eliminating manual data entry. Start automating your processes today for improved efficiency!