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FormsAI + Salesforce

Every response becomes a Salesforce lead your team can work, with no copy and paste in between.

Get Pro How to connect

Included with Pro: $12/mo billed yearly

What you can do

  • Leads with the right fields

    Map each answer to a Salesforce field, including hidden fields like the campaign people came from.

  • Opportunities from big asks

    Create an opportunity when the form collects a budget or a project brief.

  • Context for the rep

    Put every question and answer, or a link to the response, in the description.

  • Failures you can see

    Integration activity shows every run, why a failure failed, and lets you run it again.

Ideas to start from

  • Demo requests

    Team size, use case and timeline, then a lead with the answers and the UTM campaign.

    Lead generation form template

  • Insurance and finance quotes

    A long quote form, one question at a time, that creates a lead when it's done.

    Insurance quote form template

  • Partner enquiries

    Route partnership requests into Salesforce with their own lead source.

How to connect Salesforce

  1. 1

    Open Integrations in the FormsAI app, find Salesforce and select Connect. Sign in on Salesforce's own page and allow access.

  2. 2

    Open a form's Results → Connect and select Add an action.

  3. 3

    Pick Salesforce and the account, then find the action: create lead (or create contact, or create opportunity).

  4. 4

    Fill in its fields with answers, using Insert an answer or ready-made values like the respondent's email or a link to the response.

  5. 5

    Test it with your latest response, save, and it runs for every new completed response.

Build free, connect on Pro

Build and test your form on the Free plan. Actions run once you're on Pro: $12/mo billed yearly, with 5,000 action runs a month.

Compare plans

Salesforce is a trademark of its owner. FormsAI isn't affiliated with or endorsed by Salesforce. salesforce.com

Templates that work with Salesforce

All templates

FAQ

FormsAI + Salesforce, answered

Which Salesforce editions work?

FormsAI connects through Salesforce's own sign-in, and your Salesforce edition needs API access. Your Salesforce admin can tell you whether yours has it.

Can I map hidden fields like the campaign?

Yes. Hidden fields from the link, such as utm_campaign, can fill any Salesforce field, just like answers.

Is the Salesforce integration free?

Connected apps are part of FormsAI Pro ($12/mo billed yearly), with 5,000 action runs a month across your forms. On Free you can set actions up, but they don't run.

What happens if Salesforce is down or rejects a response?

Temporary problems, like Salesforce being busy, are retried automatically with longer waits. Problems that need you, such as an expired sign-in, stop and say why in Integration activity, where you can run it again. A response is never sent to the same action twice by itself.

Connect FormsAI to Salesforce.

Pro is $12/mo billed yearly: unlimited forms and responses, 18 connected apps, webhooks and the API.

Get Pro