Connect Cognito Forms and Salesforce integrations
Connect Cognito Forms and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Cognito Forms and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an entry is deleted
Triggers when a new entry is submitted to your form
Triggers when an entry is updated.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Create custom Cognito Forms and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Creates a new entry.
Deletes a record.
Deletes an entry.
Downloads an attachment or a document.
Gets a specified record in an object.
Gets an entry document.
Connect any app with Cognito Forms and Salesforce
Popular Cognito Forms and Salesforce workflows.
Looking to get more out of Cognito Forms and Salesforce? With Make you can visually integrate Cognito Forms and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Send new Cognito Forms entries to an HTTP endpoint
Streamline your data collection process by automatically sending new entries from Cognito Forms to your desired endpoint using HTTP. With this template, every time a new entry is submitted in Cognito Forms, Make will seamlessly transmit the data to your specified URL, ensuring that you never miss important information and can efficiently manage your workflows. Perfect for businesses looking to enhance their data handling and integration capabilities.
TRY IT ->Create or update records in Ninox for new entries from Cognito Forms
Streamline your data management process by automatically transferring new entries from Cognito Forms to Ninox. With this template, every time a new entry is submitted in Cognito Forms, Make will create or update the corresponding records in your Ninox database. This integration ensures that your data remains organized and up-to-date, allowing you to focus on what matters most—growing your business.
TRY IT ->Add new Cognito Forms entries as rows in Smartsheet
Streamline your data management process by automatically transferring new entries from Cognito Forms to Smartsheet. With this template, every time a new entry is submitted in Cognito Forms, Make will create a corresponding row in Smartsheet, ensuring your data is organized and easily accessible for further analysis and collaboration. This integration eliminates manual data entry, saving you time and reducing the risk of errors. Perfect for teams looking to enhance their workflow efficiency.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
TRY IT ->Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
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