If you’re running a WordPress site, chances are you already know the value of a good CRM. Salesforce is one of the most powerful customer relationship management tools available, trusted by businesses of all sizes to manage leads, track sales, and automate marketing. On the other side, Gravity Forms is a leading WordPress form builder known for its flexibility and advanced features.
When you connect the two, every lead captured on your website can flow straight into Salesforce, ready for follow-up, segmentation, and automation. No manual exporting. No data entry mistakes. Just a smooth system that keeps your marketing and sales teams aligned.
🧡WP Fusion🧡 acts as the bridge between Gravity Forms and Salesforce, syncing form submissions with your CRM in real time and unlocking powerful automation features along the way.
In this guide, we’ll walk you through how to set up the integration step by step. You’ll learn how to connect WordPress to Salesforce, map form fields, apply tags, use conditional logic, and even sync payment and quiz data.
By the end, you’ll have a Gravity Forms + Salesforce workflow that saves time, reduces errors, and helps you deliver a more personalized experience to every lead.
#✅ Gravity Forms + Salesforce Integration Benefits
Integrating Gravity Forms with Salesforce through WP Fusion does more than just send form entries to your CRM. It creates a seamless workflow where data flows automatically, giving your team the tools to respond faster, personalize communication, and keep records accurate without manual effort.
- Leads move into Salesforce in real time, removing the need for manual exports or repetitive data entry
- All information from your forms is stored in one place, giving sales and marketing teams immediate access for follow-up
- Mapping form fields to Salesforce fields, including custom ones, ensures cleaner and more organized contact records
- Topics or tags can be applied automatically based on form submissions, quiz results, or payment status, making it easier to segment leads
- Data from Salesforce can be used inside WordPress to personalize content, display tailored form fields, or unlock gated resources
- Automations such as onboarding emails, nurture campaigns, or task assignments can trigger the moment a form is submitted
Altogether, this setup transforms a standard WordPress form into a powerful lead generation engine. It saves time, reduces the risk of errors, and helps create personalized experiences that strengthen customer relationships.
#⚙️ Setting Up Gravity Forms + Salesforce Integration With WP Fusion
Getting Gravity Forms and Salesforce to work together is simple when you use WP Fusion. The plugin acts as the connector, making sure that every form submission on your WordPress site flows smoothly into your Salesforce account. Before diving into the setup, it is important to prepare a few things so the integration runs without issues.
#Getting Started
To begin, make sure you have a Salesforce account that includes API access, such as Enterprise, Unlimited, Developer, or Performance.
You will also need to install and activate WP Fusion (free or paid version) on your WordPress site, along with a licensed copy of Gravity Forms. The free WP Fusion Lite provides basic syncing capabilities, but to unlock advanced features such as conditional logic, e-commerce tracking, and quiz syncing, the paid version is recommended.
Keep your Salesforce login details and security token ready, as these will be required during the connection process. Once these pieces are in place, you are ready to connect your WordPress site to Salesforce.
#Step 1: Connect WordPress to Salesforce
Inside your WordPress dashboard, go to Settings and then open the WP Fusion panel. From the CRM dropdown, select Salesforce and click on Authorize with Salesforce. You will be prompted to log in with your Salesforce credentials and approve the connection.
This process generates secure access tokens, which WP Fusion uses to communicate with Salesforce. Once authorization is complete, click Save Changes to finalize the connection. At this point, WP Fusion can sync new and existing WordPress user data to Salesforce in real time. Read more: Connect Salesforce with WordPress
#Step 2: Create a Gravity Form for Lead Capture
With the connection established, the next step is to create a Gravity Form that will serve as your lead capture tool. In the WordPress dashboard, open Gravity Forms and create a new form. Give it a clear name and description so you can easily identify it later. Add the fields you need, such as name, email address, phone number, company, or any other details relevant to your sales process.
Once saved, the form can be placed on a test page to confirm it is working properly. Depending on your goals, you can also add more advanced fields like payment details or quiz questions, which can be synced to Salesforce later on.
#Step 3: Map Gravity Forms Fields to Salesforce Fields
Once your form is ready, the next step is to decide how the data should appear inside Salesforce. This is done by mapping Gravity Forms fields to Salesforce fields through WP Fusion.
Open the settings for your form, select WP Fusion, and create a new feed for Salesforce. Each form field can then be matched to its corresponding field in Salesforce, including custom fields you may have created. For example, the Email field in Gravity Forms can be linked to the Email field in Salesforce, while a custom Company Size field can be connected to a custom Salesforce field.
After the mapping is saved, every submission will update Salesforce records with clean, structured data that is ready for your team to use.
#Step 4: Apply Topics or Tags Based on Form Submissions
Field mapping ensures data accuracy, but tags and topics add another layer of organization. WP Fusion lets you automatically apply Salesforce topics or tags to contacts when a form is submitted.
This allows you to segment leads based on the answers they give, the products they show interest in, or the type of form they complete. For instance, someone filling out a demo request form might be tagged as Demo Lead, while someone completing a payment form could be tagged as Customer.
These tags are not just labels; they can trigger automated workflows in Salesforce and also control access or personalization inside WordPress.
By setting up tags at this stage, you ensure that leads are categorized and ready for follow-up the moment they enter Salesforce.
#Step 5: Use Conditional Logic for Targeted Tagging & Field Mapping
Not every lead is the same, and conditional logic allows you to tailor how data flows into Salesforce based on a user’s input.
Within the WP Fusion feed settings for your Gravity Form, you can enable an opt-in condition that controls when specific tags or field mappings are applied. For example, if a user selects Enterprise Plan in a dropdown field, WP Fusion can apply an Enterprise Lead tag in Salesforce.
You can also create multiple feeds for the same form, each with different conditions and rules, to handle complex workflows. This flexibility ensures that Salesforce receives not only accurate data but also contextual information that makes segmentation more precise.
#Step 6: Capture Complex Data & Create Related Records
Move beyond basic contact syncing and leverage Salesforce’s powerful data model. WP Fusion enables you to capture detailed interaction data and create fully related records directly from form submissions.
#Handle Payments & Assessments
Turn form submissions into actionable sales intelligence within your Salesforce objects.
- Ensure your Salesforce records reflect real-time financial engagement. Filter syncing to only successful payments to automatically tag new customers, or sync failures to trigger workflows for your sales team.
- Transform assessments into qualified leads. Push scores, grades, or specific answers directly into custom fields on the Lead or Contact record. Use this data to automatically assign topics, prioritize follow-up, or route leads to the appropriate sales rep based on their results.
#Generate Custom Objects from Forms (Coming Soon)
The true power of Salesforce lies in its relational data. Our upcoming Custom Objects addon will allow Gravity Forms to create multiple, linked records from a single submission, building a complete activity history for every prospect. Imagine automatically creating:
- A new case object from a support form, pre-linked to the submitting contact
- An opportunity for a high-value quote request, complete with estimated amount and close date
- An event Registration custom object to track attendance and no-shows for your webinars
This eliminates manual data entry for your sales ops team and provides a flawless audit trail of every customer interaction, all sourced directly from your website. This deeper integration is coming soon. Watch for updates!
If you need more assistance setting up the integration with WP Fusion, check out the following help docs:
#🚀 Ways to Maximize Your Gravity Forms + Salesforce Integration Setup
Once the basics are in place, you can take your Gravity Forms and Salesforce integration much further with WP Fusion’s advanced features. These enhancements extend beyond lead capture to help you create a fully connected system that supports sales, marketing, and customer engagement.
One powerful way to enhance the integration is through WP Fusion’s site tracking capabilities. By adding site tracking scripts, you can gather detailed insights about visitor behavior on your WordPress site and sync this data back to Salesforce. This helps build comprehensive contact profiles and enables more precise segmentation and personalized marketing strategies.
WP Fusion also supports bulk data management through batch operations. You can run bulk exports of user data and perform batch updates, simplifying the management of large contact lists and syncing historical data between WordPress and Salesforce. This makes ongoing data maintenance and migration tasks much easier.
Another key feature is event tracking. Recording Gravity Forms submissions and other important interactions as Salesforce events gives you a detailed history of user activity. This helps sales teams prioritize leads and enables marketers to build more targeted campaigns.
Finally, setting up auto-login flows for gated content can create a seamless user experience. When someone completes a form, WP Fusion can create a WordPress user account, apply the appropriate Salesforce tags, and log them in automatically. This keeps your data organized and engagement smooth across both systems.
By leveraging these advanced features, you transform Salesforce from a simple contact database into an integrated hub that captures and responds to every meaningful action your leads and customers take on your WordPress site.
#✨ Conclusion
Connecting Gravity Forms with Salesforce using WP Fusion is a straightforward way to turn simple form submissions into a powerful automation workflow. Instead of manually exporting leads or worrying about data entry errors, every submission flows directly into Salesforce, where your team can act on it right away.
With centralized data management, precise tagging, and conditional logic, the integration makes it easier to segment leads and deliver more relevant communication. Beyond lead capture, it also supports advanced use cases like e-commerce syncing, event tracking, and personalized content delivery.
For WordPress site owners, this setup means less time managing data and more time building meaningful relationships with customers. If you are ready to streamline your workflow and unlock Salesforce’s full potential, 🧡WP Fusion🧡 is the bridge that makes it possible.
Have any questions about Gravity Forms and Salesforce integration? Let us know in the comments below.
