With our Salesforce forms builder, you can import form data from your submitters to your Salesforce account. You will find the integration in the Integrations section of your form within your form builder account on 123FormBuilder.
Type in your Salesforce email address, password, and authentication token. The Salesforce authentication token needs to be retrieved from your Salesforce account. Read here the instructions on how to do it.
Then, select in the Create Object dropdown any of the available object types, according to the type of object you want to create: Lead, Contact, Note, Case, Account, Document, Opportunity, Event, Task, Campaign, Custom Object, or Attachment.
Click on the Customize button to specify how to manage user input. For example, in the Company dropdown, choose the form field where users specify what company they represent. This way, the company name will be placed in the corresponding Salesforce field.
Press Save, then Save again in the main Salesforce integration box to enable the application.
If you use more than one-page layout on Salesforce, make sure you use the dropdown in the customization lightbox to select the layout that contains the fields you need. To see what fields each layout contains, select the layout in the dropdown and scroll down to see the fields.
Important Note! Salesforce provides API access, which is needed in order for the two apps to communicate, starting with the Salesforce Enterprise service plan.