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Salesforce

Salesforce is considered the world’s best CRM tool as it’s used by millions of different sized companies all around the world. You can manage your customer relationships as well as customer service and create marketing automation, organize analytics, and do much more!

When you integrate forms.app with Salesforce, you can create or update records, add lead to a campaign, create attachment etc., using every new response you got in a form. This will automate a big part of your daily work routine and save you a lot of time.

How to connect your forms with Salesforce via Zapier

With these integration options forms.app has with Salesforce through Zapier, you can create, update, or find records, add lead to a campaign or create attachments from your form submissions.

Here are what you need to get started:

A forms.app account
A Salesforce account
A Zapier account

How to set up this integration?

Click on the ‘Use This Integration’ button.
When you are redirected to Zapier’s page, click on the “Connect forms.app +Salesforce” button.
Log into your Zapier and forms.app accounts.
Follow the simple steps to set up the integration you like.
Finalise the integration and activate the Zap.

That’s it! Now, you can start enjoying your automation thinking about what you can do next for your business instead of manually creating leads or deals on your Salesforce workspace.