Integration How To: Connect Cognito Forms to Salesforce
Integration How To: Connect Cognito Forms to Salesforce - Add Leads from Form Responses
Try the Zap from the video and watch your Cognito Forms responses create leads in Salesforce:
Create Salesforce leads from Cognito Forms responses
Cognito Forms + Salesforce
Copying form responses from the form itself to the app where I manage my leads—Salesforce—can induce a headache. In Salesforce, I could manually create or update the contact, or I download and upload a CSV. But both of those methods are time intensive, and I want to create leads instantly.
With Zapier, you can connect your form app to Salesforce so that instead of all that manual work, leads are automatically created from form responses.
now Zapier, it’s an automation tool that makes connecting all your apps happen in a matter of clicks.
And Zapier’s going to help me automate creating leads in Salesforce with a Zap template, which makes it faster to set-up a workflow and comes with the apps and actions all ready to go.
All I’ll need to do is connect my Cognito Forms and Salesforce accounts. Then, we’ll match up information from my new responses to the fields in Salesforce.
First, I’ll connect my Cognito Forms account. At Zapier, we keep your account information secure with bank-level encryption—we don’t take chances with your information.
Cognito Forms is connected so now we pick the form we want Zapier to monitor for new responses. This down caret button means I have to select the form from a list.
Let's pick a sample response to use as we set-up Salesforce.
Next, we connect to Salesforce—this gives Zapier permission to create a new lead in there. Now we grab information from the first step, from our form, to fill out the lead in Salesforce.
When you see this button, that means you can grab information from the first step to populate this field. Last name and company are required to create a Salesforce lead, so let’s find those fields from step one.
You can add even more information if you click on “Show advanced options”. I’ll do that real quick for all my lead’s information so my lead in Salesforce can be as detailed as possible.
When I click test, we’re actually going to create a lead in Salesforce, so keep that in mind when you test your Zaps, too; Zapier is actually making the action happen.
Looks like a success, so let’s check out Salesforce…and there it is. We just connected our new leads to Salesforce in almost no time.
Now, every time I get a form response, Zapier will send the information to Salesforce, creating contacts.