Salesforce Integration

Connect your 7Synapse forms to Salesforce. Automatically route submissions, sync data, and trigger workflows — set up in minutes, runs forever.

What you can do with Salesforce

Powerful automation capabilities that work out of the box.

Create leads and contacts

Form submissions automatically create or update Salesforce Lead, Contact, or custom object records.

Update opportunities

Push form data into opportunity fields, advance stages, and keep your pipeline accurate in real time.

Log activities

Each submission is logged as a task or event on the related record. Full history, zero manual entry.

Report on form ROI

Build Salesforce reports that tie form submissions to revenue, conversion rates, and campaign performance.

Set up in 3 steps

From zero to connected in under five minutes. No code, no IT tickets.

Connect your Salesforce account

Open your form's Integration settings and click "Salesforce." Authenticate with OAuth so 7Synapse can send data securely on your behalf.

Configure triggers and field mapping

Choose which form events trigger the integration — new submission, status change, or approval. Map form fields to Salesforce fields and set any conditional rules.

Test and go live

Submit a test response and verify the data arrives in Salesforce correctly. Once confirmed, publish your form and the integration runs on autopilot.

Templates that work with Salesforce

Start with a template that already includes Salesforce as a recommended integration.

Customer Support

Cancellation Form

Free Cancellation Form template with AI agent automation. Agent identifies churn reason, offers save play, routes to retention queue, drafts personalised follow-up, updates CRM.

Sales & Leads

Contact Form

Free Contact Form template with AI agent automation. Agent enriches lead, classifies intent, routes to sales/partner/support, drafts personalised reply, logs to CRM.

Sales & Leads

Lead Qualification Form

Free Lead Qualification Form template with AI agent automation. Agent scores lead (ICP fit), tags industry, routes to owner, drafts discovery questions, creates CRM record.

Sales & Leads

Quote Request Form

Free Quote Request Form template with AI agent automation. Agent extracts requirements, estimates plan fit, routes to sales, drafts quote request summary for AE.

Sales & Leads

Event Booth Lead Capture Form

Free Event Booth Lead Capture Form template with AI agent automation. Agent enriches lead, tags interest, routes to AE, drafts follow-up email, creates tasks for post-event outreach.

Frequently asked questions

Go to your form settings, click Integrations, and select Salesforce. Authenticate with your Salesforce account, configure which events trigger the integration, and save. The whole process takes about two minutes.

The Salesforce integration is available on the Starter plan and above. You can try it free during your trial period to make sure it works for your use case before upgrading.

Yes. You can map individual form fields to Salesforce fields, add static values, and use conditional rules to control when data is sent. Only the data you choose leaves 7Synapse.

Connect Salesforce today

Create a form, connect Salesforce, and start routing data in minutes. No code required.

Free to start · No credit card · Cancel anytime