Salesforce Integration | Zoho Forms - User Guide

Salesforce Integration

Overview

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. 

How Zoho Forms - Salesforce Integration works

Integration Setup

To integrate your form with Salesforce,

  1. In your form builder, navigate to the  Integrations tab and click Salesforce under the Integrations. 
  2. 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.
  3. Click Integrate and authenticate your Salesforce account.

    Authenticate your Salesforce account
  4. Choose the Salesforce Object and Record Type
  5. 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.
  6. If you wish to map more fields, click Add Fields.
  7. Select the actions that you wish to trigger while pushing form data to Salesforce objects.
  8. Click Integrate to save your settings.

    Salesforce Integration setup
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 Email 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

Add Input Manually while mapping fields

You can customize the input value of a form field before passing it to the Salesforce object by merging form field tags or entering a value manually.
You can use the custom input option for the following Salesforce fields:

  1. Text 
  1. Text Area

To do so, 

  1. While mapping the above Salesforce fields with Zoho Forms fields, select the  Add Input Manually  option in the Zoho Forms fields column.
  2. In the pop-up, you can either enter a value manually or click the   icon to merge the form fields in the input box. The input can also be a combination of both: a manual value and fields tags. 

    Custom Input

Trigger Actions while pushing form entries

While pushing a form entry to a Salesforce object, you can choose to perform certain actions:

Add Attachments

When you select this option, file attachments from Zoho Forms will be pushed to the mapped Salesforce object. The following attachments can be pushed from Forms to Salesforce:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions 

    Send Attachments

Upsert a record

When you choose the Upsert Record option, if a record with identical upsert value exists in Salesforce, then it will be updated with the new values. If not, a new record will be created in Salesforce.

Upsert Record

Note: Only the fields with External ID property enabled in Salesforce can be used to upsert a record. 

Assignment Rules

When you choose this option, Assignment Rules defined in Salesforce can be triggered when form entries are added to a Salesforce object.  To do this, you must configure assignment rules in Salesforce under Feature Settings > Marketing > Lead Assignment Rules. All the rules configured for the selected Salesforce object will be displayed in the drop-down. You can select one rule to trigger upon every new form entry. 

Assignment Rules

Approvals

When you choose this option, form entries pushed to a Salesforce object will be sent for approval in Salesforce. To configure the approval process in Salesforce, go to Process Automation > Approval Processes.

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
  1. Click Set Alert in the top-right corner.
  2. Configure the email alert template and click Save.
Set Alert on Integration Failure


Note:

  • The option to set an email alert on integration failure is available only in our paid plans.
  • You can send email alerts to a maximum of 5 users within your organization.
  • An email alert will be triggered only on the first occurrence of integration failure every 24 hour

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