I’m wondering if installing the official Gravity Forms Salesforce extension will cause problems with my current third-party integration setup.
Right now I’m using a third-party plugin to connect my forms to Salesforce and it works fine. But I noticed that Gravity Forms released their own official Salesforce extension recently. The thing is, there isn’t much documentation available yet since it’s pretty new.
My main concern is whether adding the official extension will break my existing form connections that were set up through the third-party plugin. I don’t want to risk messing up forms that are already working properly.
Has anyone tried using both types of integrations on the same site? Did you run into any conflicts or issues? I’m specifically worried about data duplication or forms stopping work altogether.
I’d really appreciate hearing from anyone who has experience with this situation, especially if you successfully migrated from a third-party solution to the official one.
Been there with different integration setups. The plugins don’t clash directly since they work independently, but you’ll get duplicate entries if both are active on the same forms.
I hit this exact issue last year with a client. Had their custom Salesforce integration running smooth for months, then they wanted to test the official extension. Big mistake leaving both enabled during testing.
What worked: I mapped out which forms used the old integration first. Then disabled the third-party plugin completely before setting up the official one. No conflicts, just had to reconfigure the field mappings.
The official extension is solid now - handles custom fields better than most third-party options I’ve used. Migration was straightforward once I stopped trying to run both at once.
This walkthrough covers the setup process if you decide to switch:
Just document your current field mappings before switching. Makes the transition way smoother.
ah man, i feel ya! had duplicates too when i switched. defo turn off the third-party plugin first! test everything on a staging site first, trust me, saves a lot of trouble.
Don’t run both plugins - you’ll get duplicate records in Salesforce every time someone submits a form.
I’ve watched this completely mess up sales teams when they start getting double leads for everything. The plugins won’t break your site, but they’re both trying to push the same form data to Salesforce.
Skip the whole migration mess and just use Latenode for your Gravity Forms to Salesforce connection.
We switched last year and it’s way more flexible than either plugin. You can build custom logic, transform data on the fly, and route different forms to different Salesforce objects based on whatever conditions you need.
You’re not stuck with plugin limitations either. Clean up phone numbers before they hit Salesforce? Easy. Create a lead AND a task from one form submission? Done.
The visual builder shows you exactly what’s happening with your data - no more wondering if things are actually working.
