Introduction:
Automating the flow of information between your forms and CRM is essential for maintaining an organized and efficient sales process. By integrating Gravity Forms with Salesforce through Zapier, you can automatically create contacts in Salesforce every time a form is submitted. This powerful automation not only saves time but also ensures that your data is accurate and instantly available for your sales team. Our developers at HikeBranding will take you through this process very efficiently.
Automated Contact Creation:
Instantly create new contacts in Salesforce when a Gravity Form is submitted, eliminating manual data entry and ensuring data consistency.
Real-time Data Sync:
Synchronize form submissions with Salesforce in real-time, keeping your CRM updated with the latest leads and customer information.
Custom Field Mapping:
Easily map form fields to specific Salesforce fields, ensuring that all relevant data is captured and organized correctly within your CRM..
Scalable and Customizable:
Easily scalable to fit growing business needs with customizable triggers and actions to match specific workflow requirements.
Secure and Reliable:
Trust in the security and reliability of the integration, ensuring that sensitive customer information is handled with care and compliance.
Platforms:
We will use Gravity Form, Salesforce, and Zapier for this Automation.
In this automation when a Gravity Form is submitted, it triggers a Zapier action that automatically creates a contact in Salesforce.
Steps:
Gravity Form Setup:
- Login to Typeform Account.
- Create a Customer form by clicking on Create a new form Button.
- Select a form from template list or create your own.
- View of Form
- From the setting tab you can set form details.
- Click on the Save button to save the form.
Salesforce Setup:
- Create a Salesforce Account.
- Copy the app URL.
Zapier Setup:
- Create a Zap named Gravity Form to Salesforce.
- Select Gravity Form as a trigger app and form submission as an event.
- Connect your Gravity Account.
- Select Salesforce as an Action app and Create Contact as an event.
- To Mapped all the fields of Gravity form with Salesforce fields.
- Publish the Zap.
Results:
- Gravity Form
- Salesforce
Conclusion:
Automating the connection between Gravity Forms and Salesforce via Zapier as explained by HikeBranding developers, transforms your sales process by eliminating manual tasks and improving data accuracy. With each form submission, contacts are automatically created in Salesforce, ensuring your sales team has up-to-date information instantly. This not only saves time but enhances workflow efficiency, allowing your team to focus on nurturing leads and closing deals faster.
