Salesforce is a cloud CRM platform for sales, service, marketing, and more. Connecting Cognito Forms captures each submission as the right Salesforce record, maps fields to objects, and keeps teams aligned on one source of customer data.

Turn form responses into Salesforce updates—faster follow-ups, cleaner data, and better pipeline visibility.

Respond to new leads sooner
Reduce manual entry errors
Keep pipelines and cases accurate

Use this integration to:

Create leads, contacts, and accounts
Open opportunities when prospects qualify
Attach files or links to records
Log tasks and schedule follow-ups

Use this integration when you

Use Salesforce to capture leads, update customer records from forms, and route follow-ups so sales and support work from accurate data.

Commonly used on:

How It Works

Log in to Zapier
1. Access your Zapier dashboard
Create a new Zap
1. Click “Make a Zap” to start a new workflow
Set Cognito Forms as the trigger
1. Choose “Cognito Forms” and select “New Entry” as the trigger event
2. Connect your Cognito Forms account and select the form to monitor
Add Salesforce as the action
1. Choose “Salesforce” and select the desired action (e.g., “Create Record”)
2. Connect your Salesforce account
Map form fields to Salesforce fields
1. Align Cognito Forms fields with corresponding Salesforce fields
Test the Zap
1. Submit a test entry in Cognito Forms and verify the data appears correctly in Salesforce
Activate the Zap
1. Turn on the Zap to enable automation

Still need help? Check out our Zapier support article.

Sales & CRM