Create related records in Salesforce from one form

[anna.martindale]

We have a number of forms where we need to create two related records in Salesforce from one form. For example, someone signing up to an event through a form would create Contact and linked Campaign Member records. Someone requesting something would create a Contact and linked Task record.

In our previous system (Formstack) this was very straightforward, the integration would create/update the Contact record first, then use this ID when creating the second record so they’d be linked together on Salesforce.

I can’t see a way to do this on GravityForms with the standard Salesforce Add-on. I can create two separate records but I can’t find a way to link them. Am I missing something or does this require another add-on or integration?

[GFNinja]

@anna.martindale as per my understanding, this is not directly feasible with gravity forms alone. You have probably following options

a) Use Zapier, so gravity from send data to zapier and then zapier handles further request.
b) Use you probably try gravityflow Salesforce Add-On - Gravity Flow Documentation
c) If you don’t want to use above option then probably you can use gform_after_submission hook or gform_salesforce_post_request to complete this.

Thanks,