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.

When this happens...
Form/Survey Submission (New)
Triggers when a form or survey element is submitted.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

- CTA Campaign
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- TagRequired
Trigger
Instant
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- TagRequired
- Source URL
- EmailRequired
- First Name
- Last Name
- Phone
- City
- Company Name
- Company Title
- State
- Address
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Call-To-ActionRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Phone
- Company Name
- Company Title
- Address
- City
- State
- Zip Code
- Country
- Source URL
Action
Write
- EmailRequired
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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 Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create Salesforce record for new ConvertFlow contacts

Tag ConvertFlow contact when Salesforce record field is updated

ConvertFlow + Salesforce

Create new Salesforce records from new ConvertFlow form/survey submissions

Form/Survey Submission (New)

CTA Campaign

New Contact

Tag Removed From Contact

Add a Tag

Source URL

First Name

Last Name

Phone

City

Company Name

Company Title

State

Address

Zip Code

Country

Remove a Tag

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File

Title

Description

Salesforce Object

Create Note

Note

Is Private

Create Record (UTC)

Use Assignment Rules

Update Lead

Use Assignment Rules

Update Record (UTC)

Use Assignment Rules

Find Child Records

Find Record(s)

Search Results

Find Record by Query

Order By

Order Direction

Limit

Find or Create Record by Query

Order By

Order Direction

Limit

Use Assignment Rules

CTA Form/Survey Submission (Legacy)

Tag Added to Contact

Create or Update Contact

First Name

Last Name

Phone

Company Name

Company Title

Address

City

State

Zip Code

Country

Source URL

Delete Contact

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private