Integrating Gravity Forms and Salesforce Using Pabbly Connect

Learn how to integrate Gravity Forms with Salesforce using Pabbly Connect. This step-by-step tutorial covers all the necessary actions and UI elements for successful automation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin integrating Gravity Forms with Salesforce, you need to access Pabbly Connect. Start by going to the Pabbly Connect website and signing in. If you are a new user, you can sign up for a free account to enjoy 100 tasks every month.

After logging in, you will see various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter your dashboard. From here, you can create a new workflow for your integration.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow and select a folder to save it in. For example, name it ‘Gravity Forms to Salesforce Lead Creation’ and save it in the ‘Automations’ folder.

Once you click on ‘Create’, you will be taken to the workflow window where you will set up the trigger and action. Here, Gravity Forms will be the trigger application, and Salesforce will be the action application. This setup allows you to automate lead creation in Salesforce whenever a new form is submitted in Gravity Forms.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder to save your workflow.

After setting this up, you will select Gravity Forms as the trigger application, which will start the workflow when a new form submission occurs.

Setting Up the Trigger in Pabbly Connect

The next step is to configure the trigger in Pabbly Connect. Search for ‘Gravity Forms’ and select it as your trigger application. The trigger event you want to choose is ‘New Response’ so that the workflow starts with each new form submission.

After selecting the trigger event, you will receive a webhook URL that you need to copy. This URL is vital for connecting your Gravity Forms to Pabbly Connect. To do this, go to your Gravity Forms account, find your form, and navigate to the settings to add a new webhook.

• Select ‘Webhooks’ from the form settings.
• Click on ‘Add New’ and paste the webhook URL.
• Set the request method to POST and format to JSON.

After saving the settings, you will have successfully established a connection between Gravity Forms and Pabbly Connect. This allows the data from your form submissions to flow into the workflow.

Testing the Integration in Pabbly Connect

Now that you have set up the trigger, it’s time to test the integration. Go back to your Gravity Forms and fill out the form with test data. Once you submit the form, Pabbly Connect will capture this submission.

Open your Pabbly Connect workflow to see if the data has been captured. You should see the details of the test submission reflected in the workflow. This confirms that the trigger is working correctly, and data is being sent to Pabbly Connect.

Fill in the test data in your Gravity Forms. Submit the form to trigger the workflow. Check Pabbly Connect for captured response.

Once the data is confirmed, you can proceed to set up the action in Salesforce.

Creating a Salesforce Lead with Pabbly Connect

To complete the integration, you will now set up the action to create a lead in Salesforce. In Pabbly Connect, search for ‘Salesforce’ and select it as the action application. Choose the action event as ‘Create Lead’.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you can map the fields from your Gravity Forms submission to the corresponding fields in Salesforce.

Select ‘Create Lead’ as the action event. Authorize the connection to your Salesforce account. Map the fields from the previous response to Salesforce fields.

After mapping the fields, click on ‘Save and Test Request’. This will create a new lead in Salesforce with the details from your Gravity Forms submission, completing the integration process.

Conclusion

In this tutorial, we explored how to integrate Gravity Forms with Salesforce using Pabbly Connect. By following these steps, you can automate lead creation in Salesforce, enhancing your workflow and improving efficiency. This integration saves time and ensures accurate lead management.