Integrate Submittable with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Submittable

A trigger is an event that starts your Zap and runs the workflow. For example, with Submittable, a trigger could be "New Additional Form Completed."

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 Submittable to Salesforce

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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

Set up your first integration

Quickly connect Submittable to Salesforce with a Zapier template.

Our most popular template

Create Salesforce cases for new Submittable submissions
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Submittable + Salesforce
Create Salesforce contacts when new Submittable submissions are received
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Submittable + Salesforce
Create new Salesforce records when submission statuses change in Submittable
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Submittable + Salesforce
Create new Salesforce records each time new notes are added in Submittable
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Submittable + Salesforce
Create new Salesforce records from new Submittable submissions
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Submittable + Salesforce
Create Salesforce records for new paid transactions in Submittable
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Submittable + Salesforce

Create Salesforce cases for new Submittable submissions

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Submittable + Salesforce

Create Salesforce contacts when new Submittable submissions are received

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Submittable + Salesforce

Create new Salesforce records when submission statuses change in Submittable

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Submittable + Salesforce

Create new Salesforce records each time new notes are added in Submittable

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Submittable + Salesforce

Create new Salesforce records from new Submittable submissions

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Submittable + Salesforce

Create Salesforce records for new paid transactions in Submittable

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Submittable + Salesforce

Update Salesforce records when Submittable submission statuses change
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Submittable + Salesforce

Make work flow with AI

Level up your Submittable 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 Submittable + Salesforce integrations

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

How do I start the integration between Submittable and Salesforce?

To begin the integration, access your Zapier account, navigate to 'Make a Zap,' and select Submittable as your trigger app. Follow by choosing an event, such as 'New Submission,' then connect your Submittable account. Next, set up Salesforce as your action app with events like 'Create Record' or 'Update Record.' Verify connections are established and test to ensure seamless data flow.

What are some common triggers that can be used in this integration?

Common triggers for the Submittable-Salesforce integration include 'New Submission', which initiates actions whenever a new form is submitted in Submittable, and 'New Tag Added to Project', which triggers when you tag a project within Submittable. These can be configured to perform desired actions in Salesforce automatically.

Can I update existing records in Salesforce with data from Submittable?

Yes, you can update existing Salesforce records using data from Submittable. By setting up actions such as 'Update Record' within the Zap, information from a new submission or any specified event in Submittable will automatically update the relevant Salesforce record accordingly.

Is it possible to create custom objects in Salesforce using data from Submittable submissions?

Indeed, you can create custom objects in Salesforce with data from Submittable. When setting up your integration, select ‘Create Record’ as an action step and choose a custom object type that fits your organizational needs.

How frequently does the synchronization between Submittable and Salesforce occur?

The synchronization timing usually depends on the Zap plan usage limits but typically occurs every few minutes. Each trigger you set in Zapier determines how promptly new data syncs from Submittable to Salesforce based on these intervals.

What types of fields can I map between these two platforms?

Field mapping between Submittable and Salesforce may include text fields, emails, numbers, dates, and more complex structured datasets depending on how submissions are structured in your projects versus fields available in Salesforce's object layout.

Are there limits to how many triggers or actions I can use within my integrations?

The number of triggers and actions depends on the subscription plan you've chosen with us. Free plans allow fewer tasks per month compared to paid plans which offer more robust capabilities suitable for heavier data interaction needs between applications like Submittable and Salesforce.

Connect Submittable 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.

Connect Submittable and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Project
Trigger
Instant
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New Note
Triggers when a note is added to a submission.
Trigger
Instant
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- Project
Trigger
Instant
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- Project
- Status Changed To
Trigger
Instant
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- Project
Trigger
Instant
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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
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- 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
- Note
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

- Project
Trigger
Instant
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New Team Member
Triggers when a new team member is added to your Submittable organization, if the new team member does not already have an account, this event triggers when the invitation is accepted.
Trigger
Instant
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- Project
Trigger
Instant
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- Project
Trigger
Instant
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- Id
  Required
Action
Search
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 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
- Note
- 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

Learn how to automate Submittable on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Submittable

Submittable brings your team together so you can collect, collaborate, and manage any application and review process, exactly the way you want.

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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

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Integrate Submittable with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.