How to Create Salesforce Leads from New Gravity Forms Responses Using Pabbly Connect

Learn how to automate Salesforce lead creation from Gravity Forms responses using Pabbly Connect. Follow this step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create Salesforce leads from new Gravity Forms responses, start by accessing Pabbly Connect. Open a new tab in your browser and search for ‘Pabbly Connect’.

Once you reach the Pabbly Connect landing page, you will see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account. If you already have an account, click on ‘Sign In’ to log in.

2. Creating a Workflow in Pabbly Connect

After signing in, you will arrive at the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow something like ‘Gravity Forms to Salesforce’.

• Click on ‘Create’ to initiate the workflow.
• You will see two windows: Trigger and Action.

In the Trigger window, you will connect Gravity Forms with Pabbly Connect, which will allow it to capture new form submissions automatically.

3. Setting Up the Gravity Forms Trigger

In the Trigger window, search for ‘Gravity Forms’ and select it. Choose the Trigger Event as ‘New Response’. Upon selection, Pabbly Connect will generate a webhook URL.

Copy this webhook URL and go to your Gravity Forms settings in WordPress. Ensure you have the Gravity Forms Webhook add-on installed. Under the form settings, navigate to ‘Webhooks’ and click ‘Add New’.

• Name the webhook (e.g., ‘Pabbly Connect’).
• Paste the copied webhook URL as the Request URL.
• Set the Request Method to POST and the Request Format to JSON.

After saving the settings, your Gravity Forms is now connected with Pabbly Connect, allowing it to receive new responses.

4. Sending Data to Salesforce

Next, move to the Action window in your Pabbly Connect workflow. Search for ‘Salesforce’ and select it. For the Action Event, choose ‘Create Lead’. Click on ‘Connect’ and then ‘Add New Connection’. using Pabbly Connect

To connect your Salesforce account, click on the ‘Connect with Salesforce’ button. If you are logged into Salesforce, Pabbly Connect will detect your account. Click ‘Allow’ to grant access.

Map the last name, first name, email, and company fields from the Gravity Forms response to Salesforce. Select ‘Web’ as the lead source and set the status to ‘Open – Not Contacted’.

Once all required details are mapped, click ‘Save and Send Test Request’ to check if the lead is created in Salesforce successfully.

5. Testing the Integration

To test the integration, go back to your Gravity Forms and submit a new form entry. Fill in the required details and click ‘Submit’. This action should trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, check your Pabbly Connect workflow. You should see the new response captured. Next, go to Salesforce and check the Leads section to confirm that the new lead has been created with the details you submitted.

Verify that all details match the information submitted in Gravity Forms. Repeat the process to ensure reliability.

This confirms that your automation using Pabbly Connect is working perfectly, allowing seamless lead creation in Salesforce from Gravity Forms responses.

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from new Gravity Forms responses using Pabbly Connect. This integration streamlines your workflow, ensuring leads are captured efficiently and effectively.