How to connect Headlessforms to Salesforce with Zapier

Do more with Salesforce integrations.

Connecting Headlessforms with Salesforce using Zapier, creates a virtual office that does the work for you and leaves more time for what matters most — no code required.

Is there any better way to obtain leads than a form on your website? When your visitor fills out a form in exchange for the offer, you will need to store and organize these form submissions properly to speed up your response process and analyze the form data in the best way.

Suppose you don’t want to add your contact form data to your database or spreadsheet manually every single time –  especially if you’re already using CRM tools like Salesforce. In that case, you can integrate Headlessforms with Salesforce.

Integrate all of your favorite services and add advanced features with official add-ons from Headlessforms. We believe that selecting the right form for your website makes all the difference. With Headless Forms, you can instantly reduce your workload with our vast range of powerful forms that accept payments, generate reports, use conditional logic, and seamlessly automate workflows.

We use cloud-based security to protect your data. Our advanced security measures keep your data safe and your mind at ease.

Salesforce is a cloud-based customer relationship management software that helps organizations streamline their sales and marketing operations effectively. THE Salesforce CRM platform gives all your departments, including marketing, sales, commerce, and service, a single, shared view of every customer.

In this guide, we will cover how to automate a lead generation process by connecting Headlessforms to Salesforce.

How to create new Salesforce Leads from HTML form using Headlessforms

Prerequisite: You need to have at least one form created and one form submission received to your form on Headless. If you haven’t received your first submission yet, check out the “Headlessforms Documentation” section to get started.

  1. Sign in to your Headlessforms account here:
  2. Connect Salesforce with Zapier and automate workflows
  3. Complete the integration between Zapier and Headlessforms
  4. Simply drop in our endpoint, and you’re good to go! Headlessforms allow you to submit a form from absolutely anywhere.

Let’s add our form and start receiving submissions:

<p>Create record in salesforce</p>

<form action="{your-unique-form-token-goes-here}" method="POST" enctype="multipart/form-data">
Your email : <input type="text" name="email"> <br></br>

Your name : <input type="text" name="firstname"> <br></br>

Write us : <textarea name="message"></textarea> <br></br>

<input type="submit">