Lead generation at scale
Capture leads from landing pages, events, and campaigns through Youform and automatically create Salesforce lead records with source tracking and lead scoring data.
CRM & SALES
Youform meets
Salesforce.
Push Youform leads and contacts into Salesforce automatically. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Salesforce action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Salesforce as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Salesforce, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Contact and account creation
When new customers or partners fill out intake forms, automatically create contacts and accounts in Salesforce with all relevant details populated.
Opportunity creation from RFPs
Turn RFP or quote request form submissions into Salesforce opportunities with the right stage, amount, and close date assigned based on form responses.
Campaign member tracking
Add form respondents as campaign members in Salesforce to track which marketing campaigns are generating the most leads and pipeline.
Is this a native Youform integration?
This connection uses Zapier between Youform and Salesforce. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Salesforce in Zapier. Your connected account and the fields required by that action determine what you can send.
How should I map standard or custom Salesforce records?
Choose a supported object action and map the fields your organization requires. Check record types, validation rules, and the connected user’s permissions before expecting a record to be saved.
How can I avoid duplicate leads?
Choose a supported lookup or update workflow, match on the identifier your CRM uses, and decide when a missing match should create a new record. Test your organization’s duplicate and assignment rules too.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
