This automation scenario allows you to connect Wufoo and Salesforce
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots 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
Wufoo and Salesforce can also be integrated using automation tools other than automateio:
When this trigger fires in Wufoo
Triggers on a new form entry (with a slight delay). Works with all Wufoo accounts.
Then this action happens in Salesforce
Creates a new Lead or updates an existing Lead
This guide contains information on how to set up an automatic workflow that allows to Save new Wufoo entries as leads (or contacts) in Salesforce.
Part I
First, we need to connect Wufoo and Salesforce to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Wufoo to Automateio.
Give Automateio access to your Wufoo account, using Wufoo credentials.
Connect Salesforce to Automateio.
Give Automateio access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for Wufoo
Choose the following trigger: New Form Entry (Polling) (Triggers on a new form entry (with a slight delay). Works with all Wufoo accounts.).
Then set up an Action for Salesforce
Choose this action: Add or Update a Lead (Creates a new Lead or updates an existing Lead).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Wufoo 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 Save new Wufoo entries as leads (or contacts) in Salesforce!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
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
Creates a new entry in Wufoo for a form and data you select.
Creates a new entry in Wufoo for a form and data you select (except not files).
Find a form submission by a field and its value.
Get the data of a specified form entry
Submit form entry
Custom api request
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Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.