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Integrate Cognito Forms with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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

How Zapier works

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

Select a trigger from Cognito Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Cognito Forms, a trigger could be "Entry Deleted."
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 Cognito 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 Cognito Forms to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Cognito Forms + Salesforce integrations

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

To integrate Cognito Forms with Salesforce, you'll need to use a connector platform or API. First, set up your form in Cognito Forms, then use our available triggers, like 'New Entry' in Cognito Forms, and connect it to an action in Salesforce such as 'Create Record'. Ensure both accounts are securely linked within the integration platform.

Cognito Forms primarily offers the 'New Entry' trigger for integration. This trigger activates whenever a new form entry is submitted in Cognito Forms, allowing you to seamlessly push data to Salesforce.

Once a form is submitted in Cognito Forms, you can use the data to trigger actions like 'Create Record', 'Update Record', or even 'Find Record' in Salesforce. These actions help ensure that your CRM remains up-to-date with new data entries.

Yes, by configuring the integration properly, you can update existing records in Salesforce. Use our 'Update Record' action following a form submission to modify existing entries based on specific criteria from the form data.

Yes, our integration platform supports the use of conditional logic. You can set conditions based on form responses - for instance, only create a record in Salesforce if certain fields meet specified criteria.

If an error occurs during integration, our system will usually flag this on your dashboard where you can review logs and troubleshoot. Common issues involve authentication errors or misconfigured field mapping between platforms.

While having technical knowledge can be beneficial, it's not strictly necessary due to our user-friendly interface designed for ease-of-use. However, more complex workflows might require some understanding of APIs or field mapping.

Connect Cognito 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.

Connect Cognito Forms 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
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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.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Form
      Required
    Trigger
    Instant
    Try It
    • Form
      Required
    • Id
      Required
    Action
    Write
    • Form
      Required
    • Availability Start
    • Availability End
    • Not Available Message
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
    • Id
      Required
    • Form
      Required
    Action
    Write
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write

Learn how to automate Cognito Forms on the Zapier blog

Automate Salesforce: get inspired on the Zapier blog

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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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