Integrate Getform with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Getform and Salesforce

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Getform + Salesforce quick connects for faster integration? Here’s our list of the best Getform + Salesforce quick connects.

Explore quick connects

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Connect Getform + Salesforce in easier way

It's easy to connect Getform + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

How Getform & Salesforce Integrations Work

  1. Step 1: Choose Getform as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Getform to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Getform and Salesforce

Getform is a business software that helps the users to manage and automate their business tasks. Salesforce is a cloud-based CRM platform that is used by small, medium and large enterprises. Getform integrated with Salesforce makes it easy for the users to manage their sales and marketing activities. They can create, upload and send documents, files, forms and calendars with ease through both the systems. The integration of Getforms with Salesforce enables the users to use the features like Create a form, Create an order, Create a pipeline, Create a deal faster than ever before. It also helps the users to save time and money.

Integration of Getform and Salesforce

Getform is a business software which allows the users to manage their entire business operations in just one place. They can create, update, edit and delete documents, files, forms and calendars through this system. On the other hand, Salesforce is a cloud-based CRM system that provides various functionalities for sales and marketing teams. It helps them to increase their sales and marketing activities by automating their business processes. They can create contacts, leads, accounts, opportunities and cases by using this system. Getform is integrated with Salesforce through an API. This integration allows the user to send documents, forms and calendars from Getform to Salesforce directly. The features like ‘Create a Form’, ‘Create an Order’, ‘Create a Pipeline’ and ‘Create a Deal’ are available on Getform but they are not present on Salesforce. But the users of Getform can use these features in Salesforce as well by integrating both the systems.

Benefits of Integration of Getform and Salesforce

The integration of Getform and Salesforce offers various benefits like:

  • The users of both the systems can create, edit and update documents and files at one place which saves them time and money.
  • The users of both the systems can create an unlimited number of forms through this integration which also saves them time and money.
  • The users of both the systems can create any type of calendar in their account without any coding or programming knowledge.
  • The users of both the systems can create deals automatically once the user has added all their criteria in the form. It saves them time as well as money.
  • The users can access all the existing data in their accounts without any effort.
  • The functionality of Salesforce is much better through this integration of Getform with Salesforce which also saves lot of time for the users. They don’t have to search for anything else from other programs or websites because everything is available in one place.

The process to integrate Getform and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm