An automated workflow using zapier
Connects Webflow + Salesforce
Add new leads on Salesforce for new Webflow form submissions
About this workflow template
This automation scenario allows you to connect Webflow and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Webflow and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Webflow
Form Submission in Webflow
Triggers when a new form submission occurs.
Then this action happens in Salesforce
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new leads on Salesforce for new Webflow form submissions.
Part I
Configure Applications
First, we need to connect Webflow and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Webflow to Zapier.
Give Zapier access to your Webflow account, using Webflow credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Webflow
Choose the following trigger: Form Submission (Triggers when a new form submission occurs.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Webflow and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new leads on Salesforce for new Webflow form submissions!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create item
Adds a new item to a given collection.
actionbyzapierintegratelyCreate live item
Adds a new item to a given collection on your published site.
actionbyzapierintegratelypabbly-connectCreate collection item
Create collection item
actionbypipedreamiftttFulfill order
Fulfills an order.
actionbyzapierintegratelypabbly-connectpipedreamiftttalbatoPublish site
Publish site
actionbypipedreamiftttUpdate live item
Updates a live item.
actionbyzapierintegratelypabbly-connect
Apps you need
Webflow helps to build production-ready web apps with no-code. Although Webflow is a no-codng tool, it provides great level of design customisation, a huge list of templates and ton of how to videos.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
