Cognito Forms Salesforce Integration - Quick Connect

Connect Cognito Forms and Salesforce to unlock the power of automation

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Quickly connect Cognito Forms to Salesforce with a Zapier template.

Our most popular template

Create Salesforce leads from Cognito Forms responses
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Cognito Forms + Salesforce
Create files in Salesforce from new entries in Cognito Forms
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Cognito Forms + Salesforce
Create Salesforce leads for new entries in Cognito Forms
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Cognito Forms + Salesforce
Create Salesforce leads from new Cognito Forms entries.
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Cognito Forms + Salesforce
Create Salesforce contacts from new Cognito Forms entries
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Cognito Forms + Salesforce
Update Salesforce records for new Cognito Forms entries
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Cognito Forms + Salesforce

Create Salesforce leads from Cognito Forms responses

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Cognito Forms + Salesforce

Create files in Salesforce from new entries in Cognito Forms

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Cognito Forms + Salesforce

Create Salesforce leads for new entries in Cognito Forms

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Cognito Forms + Salesforce

Create Salesforce leads from new Cognito Forms entries.

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Cognito Forms + Salesforce

Create Salesforce contacts from new Cognito Forms entries

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Cognito Forms + Salesforce

Update Salesforce records for new Cognito Forms entries

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Cognito Forms + Salesforce

Add new Cognito Forms entries to Salesforce campaigns as leads
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Cognito Forms + Salesforce
Create new entries in Cognito Forms for updated records in Salesforce
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Salesforce + Cognito Forms

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

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

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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

How do I integrate Cognito Forms with 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.

What triggers from Cognito Forms can be used for integration with Salesforce?

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.

What actions can be performed in Salesforce using data from Cognito Forms?

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.

Can I update existing records in Salesforce using new submissions from Cognito Forms?

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.

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

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.

What happens if there is an error during the integration process between Cognito Forms and Salesforce?

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.

Do I need technical skills to integrate Cognito Forms with Salesforce?

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.

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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.

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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.

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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.

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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.

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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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- Form
  Required
Trigger
Instant
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- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Id
  Required
- Template Number
  Required
Action
Search

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
Try It

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
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

- 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
- Form
  Required
- 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
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- 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

Learn how to automate Cognito Forms 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.