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  • I’m trying to figure out something similar.

    I have a single Gravity Form which links to two concurrent Salesforce objects through the Gravity Forms Salesforce Add-On. One is a lead and the other is an opportunity. The Gravity Form nicely captures the data I need for both a lead and the associated opportunity, but I’m getting caught up on the associated part.

    I can populate the data for the lead and the opportunity with no problem using the plugin. Both work perfectly. Unfortunately, I am not able to transfer over that the just-added lead is ALSO associated with the just-added opportunity.

    Any suggestions, work arounds, ideas?

    Thanks for a fantastic plugin, Zack!

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