Connect pro-Forms and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate pro-Forms with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from pro-Forms.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects pro-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.
- Form Name
Try ItTriggerPolling- Job Number
- Job Status
- Customer
- Location
- Job NotesRequired
- Access Notes
- Contact Name
- Contact Phone
- Visit date
- Operative
- Order Number
- Job Type
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- Account Number
- Customer NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Contact Name
- Contact Email
- Contact Phone
ActionWrite- Customer
- Site NameRequired
- Site Reference
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Contact Name
- Contact Phone
- Contact Email
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap