How to Send Gravity Forms Leads to Salesforce Instantly

Learn how to integrate Gravity Forms with Salesforce instantly using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Integration

To send Gravity Forms leads to Salesforce instantly, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account, which allows you to explore 100 tasks every month.

Once logged in, navigate to the workflow builder. This interface is crucial as it allows you to set up triggers and actions for your automation. Click on the ‘Add Trigger’ button to begin the integration process.

2. Setting Up the Trigger with Gravity Forms

In this section, we will set up the trigger to capture responses from Gravity Forms using Pabbly Connect. Select ‘Gravity Forms’ from the trigger application options and choose the event as ‘New Response’. Click on ‘Connect’ to proceed.

• Search for and select Gravity Forms as the trigger application.
• Choose the ‘New Response’ event.
• Click on ‘Connect’ and copy the webhook URL provided.

Next, you need to configure this webhook in your Gravity Forms account. Ensure that you have the Gravity Forms Webhooks add-on installed and activated. Then, go to the specific form settings, select the Webhooks option, and click ‘Add New Webhook’. Paste the copied URL and set the request method to POST with JSON format.

3. Testing the Webhook Connection

After setting up the webhook in Gravity Forms, it’s time to test the connection using Pabbly Connect. Submit a test response through your Gravity Form to trigger the webhook. This action will send the data to Pabbly Connect.

• Fill in the test form with relevant details such as name, email, and phone number.
• Submit the form to generate a new response.
• Check Pabbly Connect to see if the response has been captured successfully.

Once the response is captured, you will see all details reflected in the Pabbly Connect workflow. This confirms that the integration is correctly set up and ready for the next steps.

4. Adding Salesforce as the Action Application

Now that we have captured the Gravity Forms response, we will proceed to add Salesforce as the action application in Pabbly Connect. Click on the ‘Add Action’ button and select Salesforce from the application list.

Choose the event as ‘Create Contact’ and click on ‘Connect’. If you have previously connected Salesforce, select the existing connection. Otherwise, create a new connection by logging into your Salesforce account and granting the necessary permissions to Pabbly Connect.

Once connected, you will need to map the fields from the Gravity Forms response to the corresponding fields in Salesforce. This step ensures that the data flows correctly from Gravity Forms to Salesforce, creating a new contact with the submitted information.

5. Finalizing the Integration and Testing

To finalize the integration, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the mapped data to Salesforce and create a new contact based on the test response.

Check for a success message indicating that the contact has been created. Refresh your Salesforce contacts list to verify that the new contact appears. Ensure that all details match what was submitted in the Gravity Forms response.

With this, your integration is complete! From now on, every new response submitted through Gravity Forms will automatically create a contact in Salesforce, streamlining your workflow and ensuring no leads are missed.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Gravity Forms with Salesforce, enabling instant lead capturing. By following these steps, you can automate your lead management process effectively.