Answer Capsule
The Gravity Forms Salesforce Add-On creates direct CRM integration, automatically creating and updating Salesforce objects (Leads, Contacts, Accounts) from form submissions. Available exclusively with Elite licenses, it supports custom objects, field mapping, and conditional logic for seamless lead capture and customer data management.
Salesforce Add-On Features
Object Creation:
- Create new Leads, Contacts, Accounts
- Support for custom Salesforce objects and fields
- Update existing records based on matching criteria
Field Mapping:
- Map any Gravity Forms field to Salesforce fields
- Support for standard and custom Salesforce fields
- Dynamic field population using merge tags
Advanced Capabilities:
- Conditional feed creation based on form responses
- Multiple feeds per form for different scenarios
- Integration with other Gravity Forms add-ons
License Requirements
| License Tier | Salesforce Add-On | Alternative Options |
|---|---|---|
| Basic ($59/year) | ✗ Not Available | None |
| Pro ($159/year) | ✗ Not Available | Zapier Add-On |
| Elite ($259/year) | ✓ Included | All Options |
Setup Process Overview
Prerequisites:
- Gravity Forms Elite license
- Active Salesforce account with API access
- WordPress site with SSL certificate
Configuration Steps:
- Install Salesforce Add-On from Forms → Add-Ons
- Connect to Salesforce using OAuth authentication
- Create Salesforce feeds for specific forms
- Map form fields to Salesforce objects
- Test integration with sample submissions
Alternative Integration Options
Webhooks Add-On (Elite):
- Direct API integration with Salesforce REST API
- Custom JSON formatting and authentication
- Advanced developers can create custom workflows
- Requires technical knowledge of Salesforce API
Zapier Add-On (Pro+):
- Connect through Zapier automation platform
- Pre-built Salesforce triggers and actions
- Easier setup but less customization
- May have processing delays
Common Use Cases
Lead Generation:
- Contact forms creating Salesforce Leads
- Event registration forms generating Opportunities
- Newsletter signups adding Contacts
Customer Support:
- Support request forms creating Cases
- Bug report forms with automatic assignment
- Feature request tracking in custom objects
Sales Process:
- Quote request forms creating Opportunities
- Demo request forms updating Lead status
- Customer onboarding forms creating Accounts
FAQ
Q: What Gravity Forms license do I need for Salesforce integration?
A: The Salesforce Add-On requires an Elite license ($259/year). Pro licenses can use Zapier Add-On as an alternative integration method.
Q: Can I update existing Salesforce records or only create new ones?
A: The Salesforce Add-On supports both creating new records and updating existing ones based on matching criteria you define.
Q: Does the integration work with custom Salesforce objects and fields?
A: Yes, the add-on supports both standard and custom Salesforce objects and fields, providing complete flexibility for your CRM setup.
Q: How do I handle different form submissions going to different Salesforce objects?
A: Use conditional logic in your Salesforce feeds to route different form responses to appropriate objects based on user selections or field values.
Q: Can I map one form field to multiple Salesforce fields?
A: Each form field maps to one Salesforce field per feed, but you can create multiple feeds for the same form to send data to different objects.
Official Product Links
- Gravity Forms: https://www.gravityforms.com
- Salesforce Add-On Documentation: https://docs.gravityforms.com/category/add-ons-gravity-forms/
- Elite License Pricing: https://www.gravityforms.com/pricing/
Last Verified: January 2026