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Quickly connect Formidable Forms to Salesforce with a Zapier template.

Our most popular template

Add new Salesforce Leads from Formidable form entries
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Formidable Forms + Salesforce
Create Salesforce leads from new Formidable Forms entries
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Formidable Forms + Salesforce
Create Salesforce contacts from new Formidable Forms entries
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Formidable Forms + Salesforce
Add new Formidable Forms entries to Salesforce campaigns as leads
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Formidable Forms + Salesforce
Update Salesforce contacts when new entries are detected in Formidable Forms
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Formidable Forms + Salesforce

Add new Salesforce Leads from Formidable form entries

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Details

Try it

Formidable Forms + Salesforce

Create Salesforce leads from new Formidable Forms entries

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Details

Try it

Formidable Forms + Salesforce

Create Salesforce contacts from new Formidable Forms entries

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Details

Try it

Formidable Forms + Salesforce

Add new Formidable Forms entries to Salesforce campaigns as leads

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Formidable Forms + Salesforce

Update Salesforce contacts when new entries are detected in Formidable Forms

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Formidable Forms + Salesforce

How Zapier works

Zapier makes it easy to integrate Formidable Forms with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Formidable Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Formidable Forms, a trigger could be "Delete Entry."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formidable Forms to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formidable Forms to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Formidable Forms + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Formidable Forms and Salesforce

How do I connect Formidable Forms with Salesforce?

First, ensure you have both Formidable Forms and Salesforce accounts. Then, navigate to the Formidable Forms plugin settings and look for the Salesforce integration option. You may need to authenticate by logging into your Salesforce account. Once authenticated, you can create connections by mapping form fields to Salesforce objects.

What is the purpose of triggers in the Formidable Forms-Salesforce integration?

Triggers in our integration determine when a certain action should be performed in Salesforce based on activities in Formidable Forms. For example, a new form submission could trigger the creation of a new contact or lead within Salesforce.

Can I update existing records in Salesforce using Formidable Forms?

Yes, our integration allows updating existing records in Salesforce. By setting up actions that correspond to your triggers, you can ensure that submitted form data updates the appropriate fields in your existing Salesforce records.

How do I set up actions for my workflows?

Once you've set up triggers based on specific events in Formidable Forms, you can establish actions such as 'Create Record', 'Update Record', or 'Find Record' within Salesforce. Customize these actions by configuring how each field maps from your form to your CRM.

Are there limitations on the types of fields that can be mapped to Salesforce?

Generally, all standard and custom fields in both applications are available for mapping. However, the limitations may come from field type compatibility and API restrictions set by either platform. Complex field types may require additional configuration.

What should I do if my data isn't syncing correctly between Formidable and Salesforce?

First, verify that all field mappings are correct and match the types expected by both systems. Also, check that there are no connectivity issues between Formidable Forms and Salesforce's API. Reviewing logs may help identify any errors or discrepancies during syncing.

Is it possible to use conditional logic when integrating with Salesforce?

Yes, conditional logic can be used within our forms to determine which data should be sent over to Salesforce based on user input. This ensures only relevant information gets processed according to predefined rules.

Connect Formidable Forms and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
  Required
Trigger
Instant
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- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It

- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
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 Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Formidable Forms on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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