Elementor Forms + Salesforce Integration

Connect Elementor Forms to Salesforce - Automate your workflows in 1-click

With Elementor Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Salesforce automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Elementor Forms & Salesforce using Integrately.
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Ready Workflows For Elementor Forms + Salesforce Integration

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Elementor Forms + Salesforce Integration

Create Salesforce contact for new Elementor Forms form submission

When someone completes your Elementor Forms, a new contact is automatically created in your Salesforce. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Elementor Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Elementor Forms - Salesforce integration set up makes it easy to manage your customer relationships and grow your business.
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Elementor Forms + Salesforce Integration

Create Salesforce opportunity for new Elementor Forms form submission

Integrating your Salesforce with your Elementor Forms, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Elementor Forms - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Elementor Forms + Salesforce Integration

Create Salesforce task for new Elementor Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Elementor Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new Elementor Forms form submission received today - your customers will thank you for it!
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Elementor Forms + Salesforce Integration

Create Salesforce record for new Elementor Forms form submission

When you receive a new Elementor Forms form submission, automatically a record is created for you with the responses from Elementor Forms in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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2. Select what action you want to automate
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Elementor Forms + Salesforce Integration
1.
  • Elementor Forms
    Form is submitted in Elementor Forms

    Triggers the automation whenever a form is filled

    Instant
  • Salesforce
    Record is created in Salesforce

    Triggers the automation whenever a new record is created

  • Salesforce
    Record is updated in Salesforce

    Triggers the automation whenever any record is updated

  • Salesforce
    Field is updated on record in Salesforce

    Triggers the automation whenever a particular action in the workflow fails

  • Salesforce
    Lead is created in Salesforce

    Triggers the automation whenever a new lead is created

  • Salesforce
    Lead is updated in Salesforce

    Triggers the automation whenever the lead information is updated

  • Salesforce
    Opportunity is created in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Opportunity is updated in Salesforce

    Triggers the automation whenever any opportunity is updated

  • Salesforce
    Task is created in Salesforce

    Triggers the automation whenever a new task is created

  • Salesforce
    Task is updated in Salesforce

    Triggers the automation whenever any task is updated

  • Salesforce
    Contact is updated in Salesforce

    Triggers the automation whenever a contact is updated

  • Salesforce
    Contact is created in Salesforce

    Triggers the automation whenever a new contact is created

  • Salesforce
    Account is created in Salesforce

    Triggers the automation whenever a new account is created

  • Salesforce
    Account is updated in Salesforce

    Triggers the automation whenever an account is updated

  • Salesforce
    Outbound message is received in Salesforce

    Triggers the automation whenever an outbound message is received

    Instant
  • Salesforce
    Case is created in Salesforce

    Triggers the automation whenever a new case is created

  • Salesforce
    Case is updated in Salesforce

    Triggers the automation whenever any case is updated

  • Salesforce
    Quote is created in Salesforce

    Triggers the automation whenever a new quote is created

  • Salesforce
    Quote is updated in Salesforce

    Triggers the automation whenever any quote is updated

2.
  • Salesforce
    Search record using query in Salesforce

    Automatically searches for a record using the query provided by the user

  • Salesforce
    Create record in Salesforce

    Automatically generates a new record

  • Salesforce
    Update record in Salesforce

    Automatically updates a record with new information

  • Salesforce
    Search record in Salesforce

    Automatically searches for a record within a given database

  • Salesforce
    Create lead in Salesforce

    Automatically generates new leads for potential customers

  • Salesforce
    Update lead in Salesforce

    Automatically updates the lead information

  • Salesforce
    Search lead in Salesforce

    Automatically retrieves information for a particular lead

  • Salesforce
    Create contact in Salesforce

    Automatically adds a new contact to the database

  • Salesforce
    Update contact in Salesforce

    Automatically updates contact information with new details

  • Salesforce
    Search contact in Salesforce

    Automatically finds and retrieves contact information

  • Salesforce
    Create opportunity in Salesforce

    Automatically creates a new instance of the support system

  • Salesforce
    Update opportunity in Salesforce

    Automatically updates the opportunity details as needed

  • Salesforce
    Search opportunity in Salesforce

    Automatically searches for a opportunity

  • Salesforce
    Add contact to campaign in Salesforce

    Automatically adds a contact to a campaign for targeted communication

  • Salesforce
    Add lead to campaign in Salesforce

    Automatically adds a new lead to a marketing campaign for targeted outreach

  • Salesforce
    Create account in Salesforce

    Automatically generates a new account

  • Salesforce
    Search account in Salesforce

    Automatically searches for account information

  • Salesforce
    Update account in Salesforce

    Automatically updates account information

  • Salesforce
    Create task in Salesforce

    Automatically creates a new task

  • Salesforce
    Update task in Salesforce

    Automatically updates the task with new information or changes

  • Salesforce
    Search task in Salesforce

    Automatically searches for a task

  • Salesforce
    Get tasks by contact Id in Salesforce

    Automatically retrieves tasks associated with a contact Id

  • Salesforce
    Create case in Salesforce

    Automatically generates a new case entry

  • Salesforce
    Update case in Salesforce

    Automatically updates case details based on new information received

  • Salesforce
    Search case in Salesforce

    Automatically searches for a case record

  • Salesforce
    Get Record by Id in Salesforce

    Automatically retrieves a record based on its ID

  • Salesforce
    Get events by contact Id in Salesforce

    Automatically retrieves a list of events associated with a contact Id

  • Salesforce
    Search quote in Salesforce

    Automatically searches for a quote

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Integrate Elementor Forms & Salesforce In 1 Click
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