Cognito Forms + Salesforce

Add new Cognito Forms entries to Salesforce campaigns as leads

Effortlessly streamline your lead capturing process with this automation workflow. When a new entry is submitted through Cognito Forms, this workflow will quickly add the lead to the relevant campaign in Salesforce. Stay organized and save time by eliminating manual data entry, ensuring that you focus on nurturing potential customers and growing your business.

Effortlessly streamline your lead capturing process with this automation workflow. When a new entry is submitted through Cognito Forms, this workflow will quickly add the lead to the relevant campaign in Salesforce. Stay organized and save time by eliminating manual data entry, ensuring that you focus on nurturing potential customers and growing your business.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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