Salesforce
Cognito Forms

Salesforce and Cognito Forms Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Salesforce Actions
71Salesforce Triggers & Actions
Cognito Forms Actions
13Cognito Forms Triggers & Actions

How to connect Salesforce and Cognito Forms

Salesforce and Cognito Forms integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 89 Salesforce triggers and 14 Cognito Forms actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Salesforce and Cognito Forms Integration

The integration of Salesforce and Cognito Forms can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible 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 Salesforce and Cognito Forms

Want to automate the exchange of data between Salesforce and Cognito Forms without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best 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.

Salesforce and Cognito Forms Integration Price

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

If you're looking to integrate Salesforce and Cognito Forms with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.

Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.

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 Salesforce and Cognito Forms

When integrating Salesforce and Cognito Forms, you typically seek automation that suits your business requirements.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Salesforce and Cognito Forms.

Salesforce

When this happens

Select a Trigger

Cognito Forms

Do this

Select an Action

How to setup Salesforce and Cognito Forms integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Salesforce with Cognito Forms. Choose automation platform

    60 seconds

  • Step 2: Authenticate Salesforce and Cognito Forms on the chosen automation service.

    60 seconds

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

    15 seconds

  • Step 4: Choose a resulting Action for Cognito Forms. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Salesforce and Cognito Forms 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.

Salesforce and Cognito Forms integration Diagram

Salesforce and Cognito Forms Integration
Salesforce + Cognito Forms Integration schema

Frequently Asked Questions

Does Salesforce integrate with Cognito Forms?

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

Can you Integrate Salesforce and Cognito Forms for free?

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

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