- First, you need to register in ApiX-Drive
- Choose what data to transfer from Cognito Forms to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Cognito Forms to Salesforce CRM
Integration Cognito Forms + Salesforce CRM
Connect Cognito Forms and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Cognito Forms and Salesforce CRM yourself, without programmers
Other available integrations
Cognito Forms (154 available connectors)
Salesforce CRM (245 available connectors)
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Automation capabilities of
Cognito Forms and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Cognito Forms to Salesforce CRM.
Transmit data at specified intervals from Cognito Forms to Salesforce CRM.
Data source: Cognito Forms, available actions:
- Get DATA
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Cognito Forms and Salesforce CRM
How is integration of Cognito Forms and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Cognito Forms with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Cognito Forms and Salesforce CRM
Information about Cognito Forms
The Cognito Forms online form service allows you to quickly create surveys, registration forms, and order forms. The main advantages of the platform are that you do not need to use code to use it, and that its main tools are available for free. Thanks to an intuitive interface, even an unprepared person should have no problems using it. Simplicity in work is also added by templates of different types of forms. In addition to the tools for creating forms, Cognito Forms also has features for working with digital signatures. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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