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Set up your first integration
Quickly connect Cognito Forms to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Cognito Forms with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Entry Deleted" from Cognito Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Cognito Forms and Salesforce, automating your workflow.
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Frequently Asked Questions about Cognito Forms + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cognito Forms and Salesforce
How do I integrate Cognito Forms with Salesforce?
To integrate Cognito Forms with Salesforce, you'll need to use a connector platform or API. First, set up your form in Cognito Forms, then use our available triggers, like 'New Entry' in Cognito Forms, and connect it to an action in Salesforce such as 'Create Record'. Ensure both accounts are securely linked within the integration platform.
What triggers from Cognito Forms can be used for integration with Salesforce?
Cognito Forms primarily offers the 'New Entry' trigger for integration. This trigger activates whenever a new form entry is submitted in Cognito Forms, allowing you to seamlessly push data to Salesforce.
What actions can be performed in Salesforce using data from Cognito Forms?
Once a form is submitted in Cognito Forms, you can use the data to trigger actions like 'Create Record', 'Update Record', or even 'Find Record' in Salesforce. These actions help ensure that your CRM remains up-to-date with new data entries.
Can I update existing records in Salesforce using new submissions from Cognito Forms?
Yes, by configuring the integration properly, you can update existing records in Salesforce. Use our 'Update Record' action following a form submission to modify existing entries based on specific criteria from the form data.
Is it possible to use conditional logic when integrating Cognito Forms with Salesforce?
Yes, our integration platform supports the use of conditional logic. You can set conditions based on form responses - for instance, only create a record in Salesforce if certain fields meet specified criteria.
What happens if there is an error during the integration process between Cognito Forms and Salesforce?
If an error occurs during integration, our system will usually flag this on your dashboard where you can review logs and troubleshoot. Common issues involve authentication errors or misconfigured field mapping between platforms.
Do I need technical skills to integrate Cognito Forms with Salesforce?
While having technical knowledge can be beneficial, it's not strictly necessary due to our user-friendly interface designed for ease-of-use. However, more complex workflows might require some understanding of APIs or field mapping.
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- FormRequired
Try ItTriggerInstant- FormRequired
- IdRequired
ActionWrite- FormRequired
- Availability Start
- Availability End
- Not Available Message
ActionWrite
- FormRequired
Try ItTriggerInstant- FormRequired
ActionWrite- IdRequired
- FormRequired
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
