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After you finish setting up the Trigger step, you just need to click the “Continue” button in the Action stage since Zapier already selected the action app and event for you. Then we will select our form's name to connect with our Salesforce account as follows:ħ. To connect your Getform account to your zap, just paste the API Key you copied from the “Integrations” tab and click the “Yes, Continue” button. Then you just need to click the “Try it button to start setting up the integration. To be able to do that, on the Zapier page, select “New Submission” on the “When this happens” field and pick “Add Lead to Campaign” on the “then do this” field. What we want is to create new sales leads every time a potential lead submits to our form. Zapier is a great tool to automate your workflows. Search for Salesforce on the opening screen and go there. On your Getform dashboard, navigate to the " Integrations" tab under your Form Settings and click " Connect with Zapier" to start setting up our Getform-Salesforce Zap.Ħ.
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After we submit to the form, here is how the Getform form data looks like:ĥ. With a little bit of styling, here is how your Sales Lead Form looks like this:Ĥ. We want to have name, email, telephone and company info to collect as lead details. You can copy the Sales Lead Form template to start off and modify it according to your needs if you'd like Here is how your HTML form should look like at this point: Let's add our form and start getting our first submissions. With that form created, your unique form endpoint is now ready to be inserted into your HTML form.Let's name the form as " Salesforce Lead Form". Click the "+" button to create a new form that we will integrate with Salesforce.If you haven’t received your first submission yet, check out the "Collecting form submissions" section on our docs or watch our helper video here to get started. Prerequisite: You need to have at least one form created and one form submission received to your form on Getform. How to create new Salesforce Leads from HTML Form using Getform In this guide, we will cover how to how to connect your HTML form to Salesforce to automate a lead generation process.
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Salesforce CRM platform gives all your departments-including marketing, sales, commerce and service a single, shared view of every customer. Salesforce is a cloud-based customer relationship management software that helps organizations to effectively streamline their sales and marketing operations. It works great for static site form management and acts as a data manager for online forms. Getform is a modern form backend platform that lets you handle HTML form submissions on any website or application. If you don’t want to add your contact form data to your database or spreadsheet manually every single time and using CRM tools like Salesforce already, then you can integrate Getform with Salesforce. Is there any better way to obtain leads than a form on your website? When your visitor fills out a form in exchange for the offer, you will likely need to store and organize these form submissions properly to speed up your response process and analyze the form data in the best way.