Understanding Gravity Forms and Salesforce Integration
Integrating Gravity Forms with Salesforce allows you to streamline your lead generation process and manage your customer relationships more effectively. This integration can automate the process of adding new leads to Salesforce whenever someone submits a form on your website. By doing so, you can ensure that every response is captured and managed efficiently, enhancing your marketing efforts and improving conversion rates.
Prerequisites for Integration
Before you begin the integration process, ensure you have the following:
- A Gravity Forms plugin installed on your WordPress site.
- A Salesforce account with API access.
- The Gravity Forms Salesforce Add-On, which facilitates the connection between Gravity Forms and Salesforce.
Steps to Add a New Lead to Salesforce from Gravity Forms
Follow these steps to set up the integration and add new leads to Salesforce:
Step 1: Install the Gravity Forms Salesforce Add-On
Begin by navigating to the Gravity Forms Add-Ons section in your WordPress dashboard. Search for the Salesforce Add-On and install it. Once installed, activate the plugin to enable the integration features.
Step 2: Connect Gravity Forms to Salesforce
After activating the Salesforce Add-On, you need to connect it to your Salesforce account. Go to the Gravity Forms settings, find the Salesforce section, and click on the “Add New” button to create a new feed. You will be prompted to authenticate your Salesforce account by providing your Salesforce credentials and allowing Gravity Forms access to your Salesforce data.
Step 3: Create a Feed for Your Gravity Form
Once connected, you can create a new feed that specifies how data from your Gravity Form should be sent to Salesforce. Select the form you want to connect, and set the feed settings to map the Gravity Forms fields to the corresponding Salesforce fields. This mapping is crucial for ensuring that the right data is sent to the correct fields in Salesforce.
Step 4: Mapping Fields
When mapping fields, consider the following:
| Gravity Forms Field | Salesforce Field |
|---|---|
| Name | Lead Name |
| Email Address | |
| Phone | Phone Number |
| Company | Company Name |
| referrerAdCreative | Campaign Source |
Configuring the referrerAdCreative Field
The referrerAdCreative field is crucial for tracking the source of your leads. To effectively capture this information, ensure that your form includes a hidden field that can store the referrer data. This data can be populated dynamically based on the URL parameters or JavaScript variables that reference the source of the lead. By doing so, you can gain insights into which campaigns are driving the most leads to your business.
Step 5: Testing the Integration
After setting up the feed and mapping the fields, it’s essential to test the integration. Submit a test response through your Gravity Form and check your Salesforce account to verify that the new lead has been added correctly. Ensure that all fields, including the referrerAdCreative, are populated accurately.
Step 6: Automating Follow-ups
Once the integration is confirmed to be working, consider setting up automated follow-up emails or workflows in Salesforce. This automation can help nurture leads effectively and convert them into customers. By leveraging Salesforce’s automation features, you can create a seamless experience for your leads, encouraging them to engage further with your brand.
Benefits of Adding New Leads from Gravity Forms to Salesforce
Integrating Gravity Forms with Salesforce offers numerous advantages, including:
- Improved Efficiency: Automating lead capture saves time and reduces the risk of human error.
- Better Data Management: Centralizing your lead data in Salesforce allows for better organization and tracking.
- Enhanced Marketing Insights: By tracking the referrerAdCreative, you can optimize your marketing campaigns based on performance.
- Streamlined Communication: Automated follow-ups help maintain engagement with leads, improving conversion rates.
Conclusion
Integrating Gravity Forms with Salesforce is a straightforward process that can significantly enhance your lead management capabilities. By following the steps outlined above, you can ensure that every new response captured through your Gravity Forms is automatically added as a lead in Salesforce. This integration not only saves time but also provides valuable insights into your marketing efforts, particularly through the tracking of the referrerAdCreative field. Start leveraging this powerful combination today to boost your lead generation and conversion strategies.
