Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Gravity Forms with Salesforce - no code necessary. See how you can get setup in minutes.
100%
Help
Gravity Forms
Gravity Forms
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Gravity Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Gravity Forms and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Gravity Forms and Salesforce with AI agents and code
Beyond Zap workflows. Call Gravity Forms and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Gravity Forms and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Entry
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Gravity Forms and Salesforce
Sync form submissions with CRM records
When a Gravity Form is submitted on your website, Zapier can automatically create or update a corresponding record in Salesforce. This ensures your CRM is always up to date, saving you time and reducing manual updates.
When user information is updated in Salesforce, Zapier automatically submits that data to a specific Gravity Form to ensure all connected systems receive the same updated information. This minimizes data discrepancies across your tools.
When someone submits a Gravity Form on your WordPress site, Zapier creates a new lead in Salesforce. This helps you streamline your lead management process by ensuring all potential leads are automatically added to your CRM, removing the need for manual data entry.
Learn how to automate Gravity Forms on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Gravity Forms to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Gravity Forms + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Salesforce
How do I integrate Gravity Forms with Salesforce?
The integration between Gravity Forms and Salesforce can be achieved by using our Zapier platform. You can set up a trigger in Gravity Forms to prompt an action in Salesforce. For example, when a new form entry is received in Gravity Forms, it can create a new lead or update an existing record in Salesforce.
What triggers are available for Gravity Forms submissions?
In our system, you can use the 'New Form Submission' trigger with Gravity Forms. This allows you to perform actions such as creating or updating records in Salesforce whenever there is a new form submission.
Can I update existing records in Salesforce with Gravity Forms?
Yes, you can update existing records in Salesforce. By setting up the appropriate triggers and actions, when a form entry is submitted via Gravity Forms, it can automatically update contacts or other objects within your Salesforce account.
Is it possible to map custom fields from Gravity Forms to Salesforce?
Absolutely! Our integration allows mapping of custom fields; you just need to ensure that the fields in both applications match correctly. You will configure these mappings while setting up your Zap.
Are there any limits on the number of entries I can push from Gravity Forms to Salesforce?
While our Zapier plan does not impose specific limits on this functionality, it's important to consult your respective plans for both Gravity Forms and Salesforce, as they may have their own API call or capacity limits.
What kind of actions can be executed in Salesforce from a Gravity Form submission?
You can execute various actions such as creating new leads or contacts, updating existing records, adding notes, or even starting automated workflows based on criteria set within your forms.
Do I need coding skills to set up this integration between Gravity Forms and Salesforce?
No coding skills are required! Our user-friendly platform provides a simple interface where each step of the setup process guides you through selecting triggers and matching them with corresponding actions.
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
