Connect Salesforce to Forms
Automate workflows and sync data between Salesforce and Forms with AI-powered automation
Why Connect Salesforce & Forms?
Intelligent Automation Workflows
Leverage 2 available triggers from Salesforce to execute 2 targeted actions in Forms automatically.
Eliminate Manual Data Entry
Replace time-consuming manual processes with intelligent automation that keeps Salesforce and Forms perfectly synchronized.
Real-time Business Intelligence
Create a unified data flow between Salesforce and Forms for instant insights and improved decision-making across your tech stack.
Available Triggers & Actions
Salesforce
Triggers (2)
Actions (5)
Forms
Triggers (1)
Actions (2)
Integration Features
Popular Workflows
When Salesforce trigger → Create/Update in Forms
SalesforceNew Record
FormsRespond with a file
When Forms trigger → Update Salesforce
FormsOn Form Submission
SalesforceRun Query (Advanced)
How It Works
Connect Apps
Authenticate your Salesforce and Forms accounts
Map Fields
Choose which data fields to sync between apps
Set Triggers
Define when and how data should be synchronized
Automate
Sit back and let AI handle the automation
Frequently Asked Questions
Integration Benefits
Real-time Data Sync
Automatic synchronization between Salesforce and Forms with 3 available triggers for instant updates.
Automated Actions
Execute 7 different actions automatically across both platforms without manual intervention.
Enterprise Security
Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.
Quick Setup
Connect Salesforce and Forms in minutes with our guided setup wizard and pre-configured templates.
Custom Field Mapping
Map any field between Salesforce and Forms with intelligent suggestions and validation.
Error Handling
Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.
Reverse Integration Available
Also connect Forms to Salesforce for bidirectional automation
All Salesforce Integrations
Explore all available Salesforce connections
All Forms Integrations
Explore all available Forms connections
Ready to Connect Salesforce & Forms?
Join thousands of users automating their workflows with Mazaal AI