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Salesforce Forms Integration Main Features
With Salesforce Forms Integration you can send customer-submitted data from your forms directly into your Salesforce CRM account.
Easily map Salesforce Forms Integration fields to any Salesforce CRM fields and gain more information about your customers.
Create & Update Records
With Salesforce Forms Integration you create and update records in Salesforce CRM when a form is submitted.
Avoid duplicates by checking for existing leads and contacts by email address.
Qualifies a Lead
Qualify a lead and create an account, contact, and opportunity automatically.
Control opt-in and only add data when specific conditions are met.
Salesforce Forms Integration
With Salesforce Forms Integration you can capture leads and contacts from your website and send customer data to Salesforce, helping you develop and keep healthy relationships with your visitors. You only need to match your form fields to the corresponding fields in Salesforce (contacts, leads, opportunities, accounts, etc.).
With Salesforce Forms Integration & Salesforce CRM, you can:
- Capture leads, contacts, and more customer data
- Increase your conversion rates
- Gain more information about your visit and use that data to deliver highly optimized products and services.
- Choose which users will be added to your CRM and which ones don’t.
- And much more!