We are proud to announce the release of Salesforce Add-On version 2.0. This release contains updates including…
- [Breaking Change] Updated OAuth connections to work with External Client Applications. New connections require the installation of the Gravity Forms OAuth Connector App to the connected Salesforce Organization.
Notes: This update includes major changes. Existing connections will continue to function as expected. However, if you create a new connection or reconnect an existing connection, you must install the Gravity Forms OAuth Connector App in your Salesforce Organization as part of the updated authentication process.
Turn form submissions into sales opportunities
Give your team access to the information they need without manual imports, spreadsheets, or duplicate data entry. With Gravity Forms and Salesforce integration, qualified leads, contact form submissions, quote requests, and customer questions can flow directly from your WordPress site to Salesforce.
This integration connects Gravity Forms with Salesforce in real-time, helping teams capture and organize form data without extra admin work. If you’re running a lead generation campaign, collecting service requests, or managing customer onboarding, you can send form entries where they need to go.
Flexible field mapping and support for custom objects make it easy to align forms with existing Salesforce setups. Use conditional logic to control how entries are processed, routed, and synchronized based on submitted information.
Built for marketing teams, sales operations, and service departments, Gravity Forms Salesforce integration helps ensure important form submissions don’t fail.
Salesforce integration key features
- Salesforce object support – Create feeds that return standard or custom objects in Salesforce, including Leads, Contacts, Accounts, and more.
- Dynamic field mapping – Once an object is selected, its fields will automatically load for mapping – ensuring accurate data collection and seamless CRM integration.
- Update existing notes – Prevent duplicate entries by enabling updates to existing Salesforce records based on matching criteria.
- Manual connection option – Connect to Salesforce manually without logging into the target Salesforce account – ideal for agencies or multi-site setups.
Salesforce API Access Required
To use the Gravity Forms Salesforce integration, your Salesforce account must include API access. Use our Salesforce Connection Verification Tool to confirm that your account supports the required features.
You can also refer to this Salesforce developer article for details on the types of licenses that include API access. If you’re unsure, it’s best to contact your Salesforce account executive or the Salesforce support team.
For setup details and integration tips, see the Gravity Forms Salesforce documentation.
Notes: The Salesforce Add-On is available with Gravity Forms Elite, Nonprofit, and Developer licenses. Visit our pricing page for more information about the features and other extras available in each plan.
Salesforce 2.0 change log
- [Breaking Change] Updated OAuth connections to work with External Client Applications. New connections require the installation of the Gravity Forms OAuth Connector App to the connected Salesforce Organization.
If you are a Gravity Forms Elite, Non-Profit, or Developer licensee, then Salesforce 2.0 can be updated in your WordPress dashboard, or downloaded manually from your account download page.
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