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.
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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.
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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.
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.
TRY IT ->Enrich lead's company data, create leads in Salesforce and send Slack notifications
Optimize your lead generation process by enriching company data, integrating with Salesforce, and sending Slack messages for improved communication and business growth.
TRY IT ->Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.
TRY IT ->Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.
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