Cognito Forms and Salesforce Integration

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 151 Salesforce actions, you can create thousands of integration workflows to automate your work.

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

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.

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.

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.