How to Connect Gravity Forms to Salesflare: Automated B2B CRM Guide

B2B sales teams rely on Salesflare CRM to track deals, automate follow-ups, and organize customer timelines. But when incoming leads from website contact forms sit unread in email inboxes, sales momentum drops and competitor response times win out.

In this guide, you will learn how to integrate Gravity Forms with Salesflare to automatically create contacts, companies, and deals directly from WordPress with zero Zapier subscription costs.

Why Direct Integration Beats Zapier for B2B Sales

• Speed to Lead: Opportunities appear in Salesflare under 2 seconds, allowing reps to initiate contact instantly.
• Clean Data Hygiene: Automatic deduplication ensures new inquiries attach to existing accounts without creating duplicate contacts.
• Predictable Costs: No tiered per-task charges during marketing campaigns or product launches.

Step-by-Step Setup Guide

1. Connect WordPress with Salesflare

Install the Gravity Forms Salesflare Integration Add-on. Navigate to Forms → Settings → Salesflare and enter your Salesflare API Key.

2. Map Contact & Deal Fields

Open your demo request or contact form, go to Settings → Salesflare, and add a feed. Map your form fields to Contact (Name, Email, Phone), Company (Account Name, Domain), and Opportunity (Pipeline, Stage, Deal Value).

3. Test & Verify in Salesflare

Submit a test inquiry on your site. Within moments, refresh your Salesflare pipeline to inspect your new opportunity card complete with contact history and deal size!