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Salesforce is an amazing program that is used by millions of businesses. In fact, it is inarguably one of the most recognizable names in options for salespeople. Salesforce is a WordPress CRM that allows you to track leads and most importantly, close sales. More than 27% of the Internet uses WordPress, and with good reason. With WordPress, you simply get tools that you can’t get anywhere else, and its efficiency is drawing in more and more customers every day. If you want to link Gravity Forms to Salesforce, not to worry because it is much easier than you think.
The Perfect Combination
Using both Gravity Forms and the Zapier add-on is a great way to capture your Gravity Forms to Salesforce leads and make them work hard so that you can save both time and money. It’s a step-by-step process that is easy to follow, and it starts with using the template offered by Zapier that is made to work with Gravity Forms to Salesforce. In Gravity Forms, just look for the Salesforce lead creation tab and click on it.
At this point, log into your Zapier account to get to the next step, but it’s worth mentioning right now that completing other actions between Salesforce and Gravity Forms is also possible on Zapier’s site. In other words, Zapier’s premade templates don’t just include the functions we’re talking about in this article. They can help you do much more when you’re working with Gravity Forms to Salesforce.
When you’ve logged into your Zapier account, the Gravity Forms tab should already be selected. If it isn’t, go ahead and select it, and if it is all you have to do is press the Continue button. Next, they’ll prompt you to create a new form to capture Salesforce leads from, and you can go ahead and create your form, then click on the Continue tab.
Keep in mind that, although you can put anything on your form that you like, some common “must-have” fields include name, company, email, and phone number. These are crucial for most forms regardless of the type, so this is something good to remember before you start creating your form.
Creating Your Form
You’ll then have to configure Gravity Forms so that you know where your form submission will be sent to. Get into a new tab, then go to your form using the WordPress admin and find the Form Settings menu item. Within Form Settings (in the form builder section), click on Zapier. Then you’ll want to create a new Zapier Feed.
When you’re inside of your Zapier Feed, you’ll notice there are several options available to you. Feed Name is the first option. You can name it anything you want, of course, because this is the name you’ll use to access it later on, so it should be something that’s easy for you to remember. You can rename it something like Form Submission to Salesforce Lead, which is self-explanatory and easily recognizable, not to mention easy to work with.
Your form will need to send its submission data somewhere, and for you that is the Zapier webhook. In other words, you’ll be using the Zapier webhook to let your form know where to send the submission data. Therefore, the Zapier webhook has to be added. This part is a little tricky but here it goes: get that URL that Zapier gave you earlier in this process because that’s what you’ll want to put in there. Once it’s there, save your settings then get back to where you were last in Zapier.
Linking Gravity Forms to Salesforce: Back to Zapier
Once you’re back in Zapier, you’ll find a button called “OK, I did this” and you’ll need to click on that. Once you click it, check to see if Zapier has loaded the demo data from your form so that it can be used for later configuration. If you notice this has been done, you’re right where you need to be. If you’re successful, go ahead and click on the Continue button again.
If you’re not successful with this step, it normally means that you have to go ahead and submit your form one time so that the data will appear. This is easy to do and it should work, but if it doesn’t you may have to go back a few steps and restart the process at that point.
At this point, Zapier is going to ask you which action you wish to perform. You’re using the template right now, so the Create Lead option should be selected already. If it is, click the Continue button. If it isn’t, go ahead and click on Create Lead, then the Continue button.
Selecting Your Salesforce Account
You now have to select a Salesforce account that you’ll use to create new leads on with your form. If you’ve used Zapier in the past with your Salesforce account, that account will be clearly listed right here. If not, the solution is very simple: just click on Connect an Account to connect another Salesforce account to Zapier. Once your Salesforce account is ready and you’ve selected it in this part of the process, just click the Continue button.
At this point, both Salesforce and Gravity Forms have been connected to Zapier. This means you’re right where you should be, and next you need to determine just what data you want to send when you create a new lead in Salesforce. Here is a step-by-step way to do just that:
- Start mapping your form field submission data. To the right of each field is an Insert Field Icon key. Click on that icon to select the data you want to send. Most people start off with the “Last Name”option, but that will be up to you.
- Once you have the basic fields you want included, you can select the Show Advanced Options to set up additional fields within the Salesforce lead.
- When you’re finished, simply click on the Continue button to finish. Of course, you should only click it after you’re positive you have all of the fields there that you wish to be in your future forms.
- At this time, you can click on Send Test to Salesforce button to see how everything is working. Don’t worry, this is just a test run so you can’t do a lot of damage.
The good thing is, you’ll get a (very friendly) confirmation text if everything is working the way it’s supposed to. It’s a good feeling to get one of those texts! Once you get it, make sure you press the Finished button to complete the process.
How Easy Was That?
Linking Gravity Forms to Salesforce is a lot easier than you think. You’ll know if you did something wrong because it will show you, and it’s super easy to go back and correct your mistakes. In fact, the step-by-step process is developed with nontechnical people in mind, so you should be able to handle each step regardless of your experience with computers and high-tech information.
Creating new Salesforce leads directly from your WordPress site has never been easier, so soon you’ll be doing just that like the professional that you are. You’ll also be ready to include that well-organized form on your website, and the entire process is faster than you might think.
You may also want to take a look at Formidable Forms: The most advanced WordPress forms plugin.