Cognito Forms + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Cognito Forms and Salesforce.


Get started with workflows like: Create Salesforce leads from Cognito Forms responses. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Cognito Forms + Salesforce in Minutes

It's easy to connect Cognito Forms + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Entry

Triggers when someone fills out your form.

InstantNew Payment

Triggers when a payment is collected.

InstantUpdate Entry

Triggers when someone updates an entry.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Order

Triggers when an order is created.

InstantNew Refund

Triggers when a refund is issued.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How Cognito Forms + Salesforce Integrations Work

  1. Step 1: Authenticate Cognito Forms + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Cognito Forms + Salesforce