Salesforce Integration | Zoho Forms - User Guide

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. 

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

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