Cognito Forms + Salesforce
Update Salesforce records for new Cognito Forms entries
Easily keep your Salesforce records up-to-date with this efficient workflow. Whenever a new entry is submitted in Cognito Forms, it automatically updates the corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your records are always accurate and current.
Easily keep your Salesforce records up-to-date with this efficient workflow. Whenever a new entry is submitted in Cognito Forms, it automatically updates the corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your records are always accurate and current.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
