The following document will walk you through how to set up your Gravity Forms form to send data to Salesforce "web to case" and "web to lead" forms.
It is important to note that at this time, the integration of Gravity Forms to Salesforce will only work with the following types of Salesforce forms:
Additionally, these instructions assume you have already set up a form in Gravity Forms with the same fields as exist in your Salesforce form.
In order to connect your Gravity Forms submissions to Salesforce, you will need to activate the UW Submit to Third Party plugin.
This plugin can be activated by Administrators using the instructions in WiscWeb - WordPress UW Theme - Self Service Plugin Activation / Deactivation.
In order for your Gravity Forms form submissions to submit to your Salesforce form, you will need to enter a Salesforce ID for that form into your Gravity Forms form settings:
Once you've set your overarching Salesforce ID in the form settings, you can start connecting your individual Gravity Forms form fields to the field IDs from Salesforce:
Navigate to your Salesforce form
Copy the Field ID name for the field you'd like to connect to
In Gravity Forms, locate the related field/question. Toggle to the Advanced settings and paste the ID into the Salesforce Form ID field
Repeat these steps for each field in your form for which you'd like to connect to Salesforce
If you have questions relating to the steps for setup in Gravity Forms, please reach out via our Customer Support Form.
If you have questions relating to the steps for setup or maintenance of a Salesforce form, please reach out to your Salesforce org contact.