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Captisa Forms + Salesforce

Create Salesforce leads with new Captisa Forms submissions

Streamline your marketing and sales efforts by automatically creating leads into your Salesforce CRM the moment new entries are created in your Captisa Forms. Activate this integration and Zapier will detect any new form submission, creating a matching lead in Salesforce so you never have to worry about missing anyone.

Streamline your marketing and sales efforts by automatically creating leads into your Salesforce CRM the moment new entries are created in your Captisa Forms. Activate this integration and Zapier will detect any new form submission, creating a matching lead in Salesforce so you never have to worry about missing anyone.

  1. When this happens...
    Captisa FormsCaptisa Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Type

    Trigger
    Instant
    Try It
    • Alternate Key

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Alternate Key

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Captisa Forms

Captisa Forms is an online form builder with cloud database storage.
Help

Related categories

  • CRM (Customer Relationship Management)

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