Surface Forms integrates with Salesforce to automatically create and update contacts, opportunities, and other objects from your form submissions.

​
Integration Steps

  1. Navigate to the Integrations panel from the sidebar
  2. Find the Salesforce card and click Authenticate
  3. Log in to your Salesforce account when prompted
  4. Authorize Surface Forms to access your Salesforce data

​
Setting Up Workflows

  1. Go to Workflow Builder from the sidebar
  2. Click “Create workflow”
  3. Select source:
    • Choose “Surface forms” as source
    • Select your form
    • Choose trigger type (Finished/In Progress/Dropped Off)
  4. Add Salesforce action:
    • Click ”+ Actions”
    • Select “Salesforce” from the actions list

Workflow Setup

​
Available Actions

Create Contact

Create a new contact in Salesforce from form submission data. Map form fields to Salesforce contact fields.

Create Opportunity

Generate a new opportunity and associate it with contacts. Set opportunity details from form data.

​
Workflow Configuration

Workflow Setup

​
Trigger Types

Form Submission

Triggers when form is completed

In Progress

Triggers during form completion

Dropped Off

Triggers when form is abandoned

​
Best Practices

Integration Tips

  1. 1. Map all essential form fields to Salesforce fields
  2. 2. Test workflows with sample submissions
  3. 3. Set up proper error handling
  4. 4. Monitor integration performance
  5. 5. Keep field mappings updated

​
Troubleshooting

Workflow Examples

See examples of Salesforce automation workflows

Field Mapping Guide

Learn about Salesforce field mapping