Cognito Forms
Salesforce

Cognito Forms and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Cognito Forms Actions
14Cognito Forms Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

How to connect Cognito Forms and Salesforce

Cognito Forms and Salesforce integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 17 Cognito Forms triggers and 137 Salesforce actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Cognito Forms and Salesforce Integration

The integration of Cognito Forms and Salesforce can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them
  • Gather customer feedback
  • Enroll customer in an online course

Workflow Automation Platforms supported by Cognito Forms and Salesforce

Looking for an efficient way to automate your workflow processes between Cognito Forms and Salesforce? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Cognito Forms and Salesforce Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating Cognito Forms and Salesforce can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

We have gathered and organized pricing information for automation services that support Cognito Forms and Salesforce integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Cognito Forms and Salesforce

Integrating Cognito Forms and Salesforce involves identifying an automation that aligns with your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Cognito Forms with Salesforce.

Cognito Forms

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Cognito Forms and Salesforce integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Cognito Forms and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Cognito Forms and Salesforce on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Select a Trigger for Cognito Forms that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Cognito Forms and Salesforce and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.

Cognito Forms and Salesforce integration Diagram

Cognito Forms and Salesforce Integration
Cognito Forms + Salesforce Integration schema

Frequently Asked Questions

Does Cognito Forms integrate with Salesforce?

You can connect Cognito Forms and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Microsoft Power Automate or Integrately to link Cognito Forms and Salesforce.

Can you Integrate Cognito Forms and Salesforce for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Cognito Forms to Salesforce for free, albeit with some limitations.

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