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Best answer

Create multiple records in Salesforce from Gravity Forms

  • 3 October 2023
  • 1 reply
  • 45 views
N

I have a form in Gravity Forms that I want to create multiple new records in Salesforce. Ideally, when the form comes in to Zapier, it would create an account, one or two new contact records, and an opportunity record in Salesforce. I don’t want to have it come in as a lead because I can’t create two contacts from that. Is it possible to add multiple steps to a zap where it will create the account, then create two contacts related to the account, and then the opportunity?

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Best answer by Troy Tessalone 3 October 2023, 23:03

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @normalchildhood 

Good question.

Yes, Zaps have 1 trigger step and 1+ Zap steps.

Zaps with 3+ steps require a Zapier paid plan.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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