Integrating your form with Salesforce Web to Lead

By integrating your form with Salesforce, you can send any submissions you receive straight to Salesforce as a Lead.

This article will explain how to integrate your form with Salesforce.

* Salesforce integration is only available on Startup, Professional and Enterprise plans

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On step 3 ('Sync') of the form wizard when editing or creating a form, choose Salesforce from the list of available integrations.

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A button will appear telling you to add a Salesforce account. Click it and a form will appear. (If you have already added an account, a drop down menu will appear asking you to choose which Salesforce account you would like to use.)

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The form has a couple of fields:

  • Name - This is just for your reference so you can separate one account from another.
  • Organization ID - This is your Salesforce organization ID. To find your Organization ID, follow these instructions.

Once you are ready, click 'Go'. A new set of options will appear:

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These options are:

  • Which Salesforce Account? - A dropdown menu allowing you to choose which Salesforce account you would like to use (if you have more than one).
  • Lead Source - This is what will populate into Salesforce as the lead source for each submission. For example, you might use the name of the form so that in Salesforce you know which leads came from which form.
  • Record Type - An optional field for you to add a unique ID generated from Salesforce which will link each lead created from the form to a particular record type in Salesforce. To find your record type follow these instructions.
  • Campaign ID - An optional field for you to add a Salesforce Campaign ID.To find your Campaign ID follow these instructions.

If you change any of these values they will automatically save.

Beneath these options you will find the field mappings:

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On the left is the field as it is in CreateForm, in the dropdown menu is the field you want to link to in Salesforce. CreateForm will try to map certain fields automatically, but you will need to check that these are correct.

If you wish to map one of your fields to a Custom Field you have created in Salesforce, click the 'Add' button next to the field you wish to map. A form will appear:

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Give the field the same name as your custom field in Salesforce. Then, you will need to retrieve the custom field ID for this field from Salesforce, and paste that value under 'Field ID'. Do this for each custom field you have.

That's it! Your form is now integrated with Salesforce. Because each form and each Salesforce account is different, we highly recommend that you test the integration by filling out your own form several times to ensure all the data goes to the place you want it.