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
    Form/Survey Submission (New)

    Triggers when a form or survey element is submitted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    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
    Try It
  • ConvertFlow triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Source URL

    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • City

    • Company Name

    • Company Title

    • State

    • Address

    • Zip Code

    • Country

    Action
    Write
    • Call-To-ActionRequired

    Trigger
    Instant
    Try It
    • 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
convertflow logo
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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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