Salesforce Integration
With the Zoho Forms and Salesforce integration, you can automatically push your form data into Salesforce objects when a respondent fills out your form. You can push form entries to the following Salesforce objects:
- Leads
- Contacts
- Accounts
- Opportunity
- Custom Objects
Every form entry will be pushed instantaneously to the mapped Salesforce object. You can also push form attachments, upsert a record, and trigger approvals and assignment workflows in Salesforce when pushing form entries.
Integration Setup
To integrate your form with Salesforce,
- In your form builder, navigate to the Integrations tab and click Salesforce under the Integrations.
-
Select Production
mode if you wish to push form entries to your Salesforce account or select Sandbox mode if you wish to test the integration.
-
Click Integrate and authenticate your Salesforce account.
- Choose the Salesforce Object and Record Type.
- Map all mandatory fields in Salesforce with corresponding fields in Zoho Forms. You can customize the input value of a form field before passing it to the Salesforce object for certain Salesforce fields.
-
If you wish to map more fields, click Add Fields.
-
Select the
actions that you wish to trigger while pushing form data to Salesforce objects.
-
Click
Integrate to save your settings.
You can configure to receive
alert on integration failure.
Supported Field Types
These are the Zoho Forms fields that can be mapped with the respective fields in Salesforce.
| S. No | Salesforce Field | Supported Zoho Forms Fields |
| 1 | Checkbox | Decision Box |
| 2 | Currency | Number, Decimal, Currency, Slider, Rating, Formula |
| 3 | Date | Date |
| 4 | Date/Time | Date-Time |
| 5 | Single Line, Email | |
| 6 | Geolocation | Geolocation |
| 7 | Number | Number, Decimal, Currency, Slider, Rating, Formula |
| 8 | Percent | Number, Decimal, Currency, Slider, Rating, Formula |
| 9 | Phone | Single Line, Phone |
| 10 | Picklist | Single Line, Dropdown, Radio, Matrix Choice, Image Choices, Terms & Conditions |
| 11 | Picklist (Multi-Select) | Multiple Choice, Checkbox, Matrix Choice, Image Choices |
| 12 | Text | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation |
| 13 | Text Area | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation |
| 14 | Text Area (Long) | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation |
| 15 | Text Area (Rich) | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation |
| 16 | Text (Encrypted) | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time |
| 17 | Time | Time |
| 18 | URL | Single Line, Website |
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