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.
Performs an arbitrary authorized API call, with a personalized base URL.
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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Build your Cognito Forms and Salesforce integrations.
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.
Watch for new Cognito Forms entries and upload files to Microsoft SharePoint
Automatically upload files to Microsoft SharePoint when new entries are submitted in Cognito Forms, streamlining document management and enhancing collaboration.
TRY IT ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
TRY IT ->Watch for new Cognito Forms entries and send updates to Notion and Slack
Automatically track new Cognito Forms entries and update your Notion database while sending instant notifications to Slack for streamlined team communication.
TRY IT ->Watch for new Cognito Forms entries and add them to Google Sheets
Automatically track new Cognito Forms entries and add them to Google Sheets for streamlined data management and easy access to form responses.
TRY IT ->Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Salesforce leads with DataForSEO
Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
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.
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