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HappyForms + Salesforce

Turn new HappyForms replies into Salesforce leads in campaigns

Tired of sharing export files with your marketing team? With this integration, things will run on their own. Once active, this automatically turns your HappyForms replies into Salesforce leads, letting your team take it from there, while you focus on conversions.

Tired of sharing export files with your marketing team? With this integration, things will run on their own. Once active, this automatically turns your HappyForms replies into Salesforce leads, letting your team take it from there, while you focus on conversions.

  1. When this happens...
    HappyFormsHappyForms
    New Activity

    Triggers when a new activity is created.

    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

What does this mean?
  • HappyForms triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • 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
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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happyforms logo

About HappyForms

HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.
Learn moreHelp

Related categories

  • Forms & Surveys

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salesforce logo
salesforce logo

About Salesforce

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

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier