Cognito Forms + Salesforce
Create new entries in Cognito Forms for updated records in Salesforce
Streamline your data management with this efficient workflow. When updated information on a record is detected in Salesforce, an entry will be promptly created in Cognito Forms. This seamless interaction between the two platforms not only saves time but enhances your workflow, ensuring that every change in Salesforce is accurately reflected in your Cognito Forms entries.
Streamline your data management with this efficient workflow. When updated information on a record is detected in Salesforce, an entry will be promptly created in Cognito Forms. This seamless interaction between the two platforms not only saves time but enhances your workflow, ensuring that every change in Salesforce is accurately reflected in your Cognito Forms entries.
- When this happens...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.).
- automatically do this!Create Entry
Creates a new entry.
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