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Customize your Gravity Forms and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Gravity Forms
- New entryNew entry in Gravity Forms
- New entry in Gravity formNew entry in Gravity Forms
- New/updated entry in Gravity formNew/updated entry in Gravity Forms
Any other trigger you can think up
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
Gravity Forms
- Create entryCreate entry in Gravity Forms
- Custom actionCustom action in Gravity Forms
- Get entryGet entry by ID in Gravity Forms
- Get form by IDGet a form by ID in Gravity Forms
- List formsList all forms in Gravity Forms
- Search entriesSearch entries in Gravity Forms
- Update entryUpdate entry in Gravity Forms
Any other action you can think up
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
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