How to connect Submittable + Salesforce
Zapier lets you send info between Submittable and Salesforce automatically—no code required.
Popular Submittable + Salesforce workflows
Create Salesforce contacts when new Submittable submissions are received
Create Salesforce contacts when new Submittable submissions are receivedPremiumCreate Salesforce cases for new Submittable submissions
Create Salesforce cases for new Submittable submissionsPremiumCreate custom Salesforce objects when submissions are accepted in Submittable
Create custom Salesforce objects when submissions are accepted in SubmittablePremium
Connect your apps and automate workflows
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- Fund AwardedTriggers when a submission is awarded money from a fund.Trigger
- Fund PaidTriggers when awarded money is marked as paid in a submission.Trigger
- Internal Form UpdatedTriggers when a new internal form is submitted.Trigger
- New NoteTriggers when a note is added to a submission.Trigger
- New Team MemberTriggers when a new team member is added to your Submittable organization, if the new team member does not already have an account, this event triggers when the invitation is accepted.Trigger
- New SubmissionTriggers when new submissions arrive in your Submittable Account.Trigger
- Reference Form ReceivedTriggers when a reference form is received for a submission.Trigger
- Submission Status ChangedTriggers when a submission's status changes.Trigger
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Submittable + Salesforce Integrations Work
- Step 1: Authenticate Submittable and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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