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Formidable Forms
Formidable Forms
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Formidable Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Delete Entry" from Formidable Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Formidable Forms and Salesforce, automating your workflow.
Supported 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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Formidable Forms and Salesforce with AI agents and code
Beyond Zap workflows. Call Formidable Forms and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Formidable Forms and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
API Request (Beta)
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Formidable Forms and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Formidable Forms to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Formidable Forms + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Formidable Forms and Salesforce
How do I connect Formidable Forms with Salesforce?
First, ensure you have both Formidable Forms and Salesforce accounts. Then, navigate to the Formidable Forms plugin settings and look for the Salesforce integration option. You may need to authenticate by logging into your Salesforce account. Once authenticated, you can create connections by mapping form fields to Salesforce objects.
What is the purpose of triggers in the Formidable Forms-Salesforce integration?
Triggers in our integration determine when a certain action should be performed in Salesforce based on activities in Formidable Forms. For example, a new form submission could trigger the creation of a new contact or lead within Salesforce.
Can I update existing records in Salesforce using Formidable Forms?
Yes, our integration allows updating existing records in Salesforce. By setting up actions that correspond to your triggers, you can ensure that submitted form data updates the appropriate fields in your existing Salesforce records.
How do I set up actions for my workflows?
Once you've set up triggers based on specific events in Formidable Forms, you can establish actions such as 'Create Record', 'Update Record', or 'Find Record' within Salesforce. Customize these actions by configuring how each field maps from your form to your CRM.
Are there limitations on the types of fields that can be mapped to Salesforce?
Generally, all standard and custom fields in both applications are available for mapping. However, the limitations may come from field type compatibility and API restrictions set by either platform. Complex field types may require additional configuration.
What should I do if my data isn't syncing correctly between Formidable and Salesforce?
First, verify that all field mappings are correct and match the types expected by both systems. Also, check that there are no connectivity issues between Formidable Forms and Salesforce's API. Reviewing logs may help identify any errors or discrepancies during syncing.
Is it possible to use conditional logic when integrating with Salesforce?
Yes, conditional logic can be used within our forms to determine which data should be sent over to Salesforce based on user input. This ensures only relevant information gets processed according to predefined rules.
About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
