ConvertFlow + Salesforce

Create new Salesforce records from new ConvertFlow form/survey submissions

Boost your customer relationship management with this ConvertFlow and Salesforce integration. When a new form or survey submission takes place in ConvertFlow, a corresponding record is generated in Salesforce. This workflow ensures that your sales team receives timely updates about potential leads, streamlining your lead management and enhancing the effectiveness of your customer interactions.

Boost your customer relationship management with this ConvertFlow and Salesforce integration. When a new form or survey submission takes place in ConvertFlow, a corresponding record is generated in Salesforce. This workflow ensures that your sales team receives timely updates about potential leads, streamlining your lead management and enhancing the effectiveness of your customer interactions.

  1. When this happens...
    ConvertFlowConvertFlow
    Contact Created or Updated

    Triggers when a contact is created or updated by a campaign. Includes event data.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Webhook NameRequired

    Trigger
    Instant
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    • Campaign

    Trigger
    Instant
    Try It
    • EmailRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Campaign

    Trigger
    Instant
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    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • Company Name

    • Company Title

    • Address

    • City

    • State

    • Zip Code

    • Country

    • Source URL

    • Custom Fields

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
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convertflow logo

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.
Learn more

Related categories

  • Forms & Surveys

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Zapier Interfaces

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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