Integrate Gravity Forms with Salesforce Using Pabbly Connect

Learn how to instantly create Salesforce leads from new Gravity Forms responses using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Gravity Forms with Salesforce, you need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free in just two minutes.

Once logged in, you will find the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow as ‘Gravity Forms to Salesforce Lead’ to keep it organized.

2. Setting Up the Trigger Event in Pabbly Connect

In this section, you will set up the trigger event in Pabbly Connect. Choose ‘Gravity Forms’ as the app and select ‘New Response’ as the trigger event. This means that whenever a new response is submitted in Gravity Forms, it will trigger the workflow to create a lead in Salesforce.

• Select ‘Gravity Forms’ as the application.
• Choose the trigger event ‘New Response’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to paste it into the Gravity Forms settings under the webhooks option. This establishes a connection between Gravity Forms and Pabbly Connect.

3. Configuring Gravity Forms with Webhook URL

Now, log into your Gravity Forms account and navigate to the specific form you want to connect. In the form settings, find the webhooks option and add a new webhook. Paste the previously copied webhook URL from Pabbly Connect into the request URL field.

Ensure that the rest of the settings remain unchanged and save the settings. After saving, go back to Pabbly Connect and click on ‘Capture Webhook Response’. This action will allow Pabbly Connect to listen for responses from Gravity Forms.

4. Creating a Lead in Salesforce Using Pabbly Connect

Once the webhook is set up, it’s time to create the lead in Salesforce. Go back to Pabbly Connect and choose ‘Salesforce’ as the app for the action event. Select ‘Create Lead’ as the action event, which will create a new lead in Salesforce whenever a response is received from Gravity Forms.

• Choose ‘Salesforce’ as the application.
• Select the action event ‘Create Lead’.
• Connect your Salesforce account by authorizing Pabbly Connect.

After connecting, map the fields from the Gravity Forms response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. Finally, click on ‘Save and Send Test Request’ to create the lead in Salesforce.

5. Verifying Lead Creation in Salesforce

After setting up the integration, it’s crucial to verify that the lead has been successfully created in Salesforce. Go to your Salesforce account and navigate to the leads section. You should see the newly created lead with the details filled in from the Gravity Forms response.

For instance, if you submitted a response with the name ‘Stanley Johnson’, you should find this lead in Salesforce with all the relevant information like email, phone number, and company name populated correctly. This confirms that the integration using Pabbly Connect is working flawlessly.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Gravity Forms with Salesforce to create leads automatically. This integration streamlines your workflow and enhances efficiency by ensuring that every new response in Gravity Forms translates into a lead in Salesforce without manual intervention.