The official Salesforce Add-On for Gravity Forms (released/updated in late 2024–2026) is the most robust way to bridge your WordPress site with your CRM. It replaces the need for complex manual “Web-to-Lead” setups by using a direct API connection.
This is EXACTLY the same product as distributed by the developer. Sales Page
| Feature | Details |
| Current Version | 1.1.1 (as of March 2026) |
| License Required | Elite, Nonprofit, or Developer |
| Authentication | OAuth 2.0 (Secure “Login with Salesforce”) or Manual (Consumer Key/Secret) |
| Salesforce Requirement | Must have API Access (Enterprise, Unlimited, Performance, or Developer editions; Professional requires an API add-on) |
| WordPress Version | 4.7+ (Optimized for WP 6.0+) |
| PHP Requirements | 5.3+ (7.4+ or 8.x highly recommended); cURL and OpenSSL enabled |
Object Support: Create or update standard objects like Leads, Contacts, Accounts, Opportunities, and Cases, as well as any Custom Objects you’ve built in Salesforce.
Dynamic Field Mapping: Once you select a Salesforce object, the add-on automatically pulls in all available fields (including custom ones) for you to match with your Gravity Forms fields.
Duplicate Management (Upsert): Use “Update Existing Records” to prevent clutter. You can set matching criteria (like Email) to update an existing record instead of creating a new one.
Conditional Logic: Only send data to Salesforce if specific conditions are met (e.g., “Only create a Lead if the Budget field is over $1,000”).
Campaign Integration: Automatically add new Leads or Contacts to specific Salesforce Campaigns.
File Attachments: Map Gravity Forms file upload fields to the “Files” or “Notes” section of a Salesforce record.
Direct Auth: The simplest method. You click “Connect,” log into your Salesforce account, and authorize the app.
Manual Configuration: Ideal for agencies. You can connect using a Connected App in Salesforce, which is useful if you don’t have the client’s direct login credentials but have the API keys.
