Salesforce, Gravity Forms Integrations

Gravity Forms
Salesforce
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Salesforce, Gravity Forms integrations

Create a Salesforce case from a Gravity Forms form submission

Create a Salesforce case from a Gravity Forms form submission

Use this template to automatically create a Salesforce case when a new Gravity Forms form is submitted.


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Create a Salesforce lead from a Gravity Forms form submission

Create a Salesforce lead from a Gravity Forms form submission

Use this template to automatically create a Salesforce lead when a Gravity Forms form is submitted. Your Gravity Forms form has to include a 'Company' and a 'Last name' fields (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).


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Create a Salesforce contact from a Gravity Forms form submission (with a ZeroBounce email address validation)

Create a Salesforce contact from a Gravity Forms form submission (with a ZeroBounce email address validation)

Use this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. The Salesforce contact is created only if the email address submitted in the Gravity Forms form is valid (email validation is done using ZeroBounce). Your Gravity Forms form has to include an 'Email' and a 'Last name' fields (fields that are not required but you can include them are: First name, Phone, Street address, City, Postal code, State/province, Country).


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Create a Salesforce contact from a Gravity Forms form submission

Create a Salesforce contact from a Gravity Forms form submission

Use this template to automatically create a Salesforce contact when a Gravity Forms form is submitted. Your Gravity Forms form has to include a 'Last name' field (fields that are not required but you can include them are: First name, Email, Phone, Street address, City, Postal code, State/province, Country).


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Create a Salesforce contact note from a Gravity Forms form submission

Create a Salesforce contact note from a Gravity Forms form submission

Use this template to automatically create a Salesforce contact note when a Gravity Forms form is submitted. Your Gravity Forms form has to include an 'Email' field.


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Create a Salesforce opportunity from a Gravity Forms form submission

Create a Salesforce opportunity from a Gravity Forms form submission

Use this template to automatically create a Salesforce opportunity when a Gravity Forms form is submitted.


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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Gravity Forms

Watch Entries

Triggers when a new entry is submitted in a form.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Gravity Forms

Get a Form

Gets the details of a form based on the specified form ID.

Gravity Forms

Get an Entry

Gets an entry based on the entry ID.

Gravity Forms

Get Form Results

Aggregates results (entry counts) of a form.

Gravity Forms

Make an API Call

Performs an arbitrary authorized API call.

Gravity Forms

Remove a Feed

Deletes a specific feed.

Gravity Forms

Remove a Form

Permanently deletes a form or moves it to the trash.

Gravity Forms

Remove an Entry

Permanently deletes a specified entry or moves it to the trash

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

Gravity Forms

List Entries

Lists all entries for this account.

Gravity Forms

List Entries of a Form

Gets entries associated with a specific form.

Gravity Forms

List Feeds

Returns all the feeds.

Gravity Forms

List Forms

Gets the details of all forms.

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