Everest Forms + Salesforce

Add Salesforce contacts to campaigns for new Everest Forms form submissions

Campaign enrollment is often handled manually. This integration saves you from that. Once active, each Everest Forms submission automatically adds the related contact to the appropriate Salesforce campaign.

Campaign enrollment is often handled manually. This integration saves you from that. Once active, each Everest Forms submission automatically adds the related contact to the appropriate Salesforce campaign.

  1. When this happens...
    Everest FormsEverest Forms
    New Form Submission

    Triggers when a new form entry is submitted by users.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Contact to Campaign

    Adds an existing contact to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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everest-forms logo

About Everest Forms

Everest Forms is a WordPress plugin that lets you create contact forms, newsletter sign-ups, payment forms, quizzes and surveys using its drag and drop builder.

Related categories

  • Forms & Surveys
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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