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CRM Perks Integration for Gravity Forms and Salesforce
Gravity Forms Salesforce Add-on sends Gravity forms entries to salesforce CRM.
The facts
- Rating
- 4.9★ from 138
- Active installs
- 1k+
- Price
- Free
- Last updated
- 27 Aug 2026
- Added
- Nov 2018
- Requires WP
- 4.7
- Tested up to
- WP 7.1
- Requires PHP
- 5.3
- Downloads
- 94,810
Our analysis
AI-assistedCRM Perks Integration for Gravity Forms and Salesforce is a WordPress plugin that connects Gravity Forms submissions directly to Salesforce CRM. It allows you to map form fields to Salesforce objects, ensuring that data is accurately transferred when users submit forms on your site.
The plugin supports secure OAuth 2.0 connections and enables the sending of all or specific entries based on user input. It also provides detailed logs of submissions, allowing you to track which entries have been sent and resend them if necessary. This plugin is suitable for users who need to integrate form submissions with Salesforce for better data management.
Best for: This plugin is best for users who want to integrate Gravity Forms with Salesforce for streamlined data management.
What it does well
- ✓Connects Gravity Forms to Salesforce CRM
- ✓Supports secure OAuth 2.0 authentication
- ✓Allows mapping of form fields to Salesforce objects
- ✓Provides detailed logs of submissions
- ✓Can filter which entries to send based on user input
Where it falls short
- •Limited information on additional features or support
- •No details on compatibility with other plugins or themes
Verdict
The plugin offers a straightforward solution for connecting Gravity Forms to Salesforce, making it useful for those looking to enhance their CRM capabilities.
From the developer
CRM Perks's own description of CRM Perks Integration for Gravity Forms and Salesforce, lightly tidied.
Gravity Forms salesforce Add-on sends form submissions from Gravity Forms to Salesforce CRM when anyone submits a form on your site. Learn more at crmperks.com. We also offer other connector for Pardot Gravity Forms Pardot Integration.
Gravity Forms salesforce Add-on Setup
- Go to Forms -> Settings -> salesforce then add new account.
- Go to Forms -> select any form -> Settings -> salesforce then create new feed.
- Map required salesforce fields to Gravity Forms form fields.
- Send your test entry to salesforce CRM by clicking “Send to Salesforce” button.
- Go to Forms -> select any form -> Settings -> salesforce Logs and verify status of previously sent entries.
Connecting salesforce account
Connect any gravity forms form to salesforce account by safe and secure Oauth 2.0. Plugin supports WebServer and client credentials oauth flows. Additionally, you can connect multiple salesforce accounts to Gravity Forms.
Map salesforce crm fields
Select any Salesforce Object then Map gravity forms form fields to salesforce object(Contacts, Company, Order, account, case, Opportunity etc) fields.
Filter Gravity Forms Salesforce entries
Either send all entries to salesforce or send specific entries based on user input. For example , only send those form entries to salesforce which contanin work email address.
Manually sending entries to salesforce
You can automatically Send gravity forms submissions to salesforce crm when a user submits a form. Also, you can manually send gravity forms submissions to salesforce.
Gravity Forms Salesforce CRM logs
View a detailed log of each gravity forms submission Whether sent or not sent to salesforce CRM , You can easily resend any entry to salesforce.
Send Data As salesforce object Notes
Send one to many Gravity Forms form fields as salesforce Object notes when someone submits a contact form on your site.
Create Or Update Contact in Salesforce
Tagged as
platform
Gravity Forms
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