Integration with Gravity Forms

Many organizations use Gravity Forms to collect leads on their WordPress websites and then send those leads to Salesforce.

If you are using AdIntel to measure marketing campaign performance in Salesforce, it is important to capture not only the lead information (Name, Email, Company, etc.) but also the visitor’s attribution information, including:

• Landing URL
• Referral URL

This article explains how to capture these values in Gravity Forms and include them when creating Salesforce Lead records.

Overview

The solution consists of three simple steps:

1. Add the AdIntel JavaScript library to your website.
2. Add hidden fields to your Gravity Form.
3. Include the captured values when creating the Salesforce Lead.

Once implemented, every Lead created in Salesforce will also contain the visitor’s:

• Original landing page
• Referral source

This information can later be used for marketing attribution and campaign analysis.

Step 1: Add the AdIntel JavaScript Library

Add the following JavaScript immediately before the closing tag in your website template.

<script type="text/javascript" src="https://www.success-software.biz/adintel/ss_adintel.js" defer></script>

The AdIntel JavaScript automatically captures:

• Landing URL
• Referral URL

and makes these values available to your forms.

Step 2: Add Attribution Fields to Your Gravity Form

Add two hidden fields to each Gravity Form that creates Salesforce Leads.

<input style="display:none;" type="hidden" id="ads__referral_url__c" name="ads__referral_url__c" value="" />
 
<input style="display:none;" type="hidden" id="ads__landing_url__c" name="ads__landing_url__c" value="" />

These fields will store the attribution values collected by the AdIntel JavaScript.

Step 3: Retrieve the Attribution Values

When the form is submitted, retrieve the values using the AdIntel JavaScript functions:

var land_url = AdIntelGetLandingUrl();
var ref_url = AdIntelGetReferralUrl();

Your Gravity Forms implementation should populate the hidden fields with these values before the Lead is submitted to Salesforce.
The exact implementation may vary depending on how your Gravity Forms to Salesforce integration has been developed.

Step 4: Create the Salesforce Lead

When creating the Salesforce Lead record, include the attribution fields along with the standard lead information.
Example:

{
"FirstName": "John",
"LastName": "Smith",
"Email": "john.smith@example.com",
"Company": "ABC Corporation",
"ads__landing_url__c": "https://www.example.com/pricing",
"ads__referral_url__c": "https://www.google.com"
}

Example Flow

The following example illustrates how the solution works:

1. A visitor clicks a Google Ads campaign.
2. The visitor lands on your website’s Pricing page.
3. AdIntel captures:
• Landing URL
• Referral URL
4. The visitor completes a Gravity Form.
5. Gravity Forms creates a Salesforce Lead.
6. The Lead record includes:
• Name
• Email
• Company
• Landing URL
• Referral URL

The result is a Salesforce Lead that contains both lead information and valuable marketing attribution data.