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forked from Everest Forms - Salesforce™
Summit Streams - Salesforce is not affiliated with Everest Forms - Salesforce. The name and any related trademarks are used solely for nominative descriptive purposes.
This addon connects your form builder to Salesforce, automatically turning form submissions into new leads in your CRM. It is designed for businesses and marketers who use forms for lead generation and want to eliminate manual data entry into Salesforce.
Multiple Salesforce Connections: Link several different Salesforce accounts to a single form setup, allowing you to route data to the correct team or client list.
Flexible List Selection: Choose the specific Salesforce list or object where you want each form's submission data to be sent, keeping your lead organization precise.
Conditional Logic: Set rules so that data is only sent to Salesforce when specific form conditions are met, preventing irrelevant submissions from cluttering your CRM.
Field Mapping: Map the fields from your form directly to corresponding fields in Salesforce, ensuring data is transferred accurately and completely without reformatting.
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Updated